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Uptime's 15th Annual Global Data Center Survey Results Show Both Commitment and Hesitancy as Industry Plans for Wider AI Usage, Climate Change Reporting, and the NVIDIA Revolution to Come
Published: July 30, 2025 by: Business Wire
Sentiment: Neutral
NEW YORK--(BUSINESS WIRE)--Uptime Institute today announced the release of its 15th Annual Global Data Center Survey 2025 revealing an innovative and resilient industry – one that is also facing rising costs, worsening power constraints, and challenges in meeting the demands for AI. As operators expand and modernize to meet power and density requirements, they must address availability, efficiency, staffing challenges, supply chain delays, and unpredictable technological advances. “Our data sho.
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Nvidia Stock Rises. This Is the Next Catalyst for the AI Chip Leader.
Published: July 30, 2025 by: Barrons
Sentiment: Positive
Nvidia stock is set to be driven by investment in artificial-intelligence infrastructure from Microsoft and Meta but it also needs to fend off rivals.
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"Most Hated" V-Shaped Rally, NVDA & Mega Caps Lead "Fourth Industrial Revolution"
Published: July 29, 2025 by: Schwab Network
Sentiment: Positive
“There's 7 trillion sitting on the sidelines,” Jeffrey Small says, claiming there's never been a “more hated” V-shaped rally. “It's ok to buy in this stage of the cycle,” he adds, but “buyer beware.
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Earnings Outlook Steadily Improves: Mag 7 Earnings Loom
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Positive
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
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Earnings Outlook Steadily Improves: Mag 7 Earnings Loom
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Positive
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
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Final Trade: DAL, INTC, NVDA, NDAQ
Published: July 29, 2025 by: CNBC Television
Sentiment: Neutral
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
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Nvidia stock is a buy, but Apple 'is not firing on all cylinders,' fund manager says
Published: July 29, 2025 by: Yahoo Finance
Sentiment: Neutral
The "Magnificent Seven," Nvidia (NVDA), Alphabet (GOOG, GOOGL), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Apple (AAPL), have dominated the markets over the last couple of years. But which one should you buy?
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White House weighs US-China tariff pause extension, why Nvidia stock is a buy and Apple isn't
Published: July 29, 2025 by: Yahoo Finance
Sentiment: Neutral
US and China officials discussed the terms of extending their tariff pause, but President Trump's approval is needed to make it official. We break down key takeaways from the meeting in Stockholm, Sweden between the two nations.
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Stock Market Today: Nvidia Dips Off New Highs While AI Stocks Maintain Their Edge
Published: July 29, 2025 by: The Motley Fool
Sentiment: Positive
Nvidia (NVDA -0.80%) touched a new all-time high of $179.38 during Tuesday's session before closing down 0.70% at $175.51, following news of a substantial 300,000-unit order for H20 chips destined for China. The early surge signaled resilience in overseas demand despite prior U.S. export restrictions.
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The Last Time the Market Flashed This Signal, It Crashed 21%
Published: July 29, 2025 by: 24/7 Wall Street
Sentiment: Negative
Key Points in This Article: The S&P 500's market cap to real DPI ratio hitting 28x signals a potential crash, echoing a 21% drop in 2022.
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Nvidia's stock is rising as confidence builds around this key number
Published: July 29, 2025 by: Market Watch
Sentiment: Positive
The chip company is waiting to sell its H20 chips in China again, which a Mizuho analyst said will help the case for its earnings per share to reach $7 next fiscal year.
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NVIDIA (Nasdaq: NVDA) Just Got $25 Billion Worth of Good News
Published: July 29, 2025 by: 24/7 Wall Street
Sentiment: Positive
Key Points NVIDIA's Market Impact: The recent approval for NVIDIA to sell H20 GPUs in China is projected to add approximately $5 billion in quarterly sales, potentially increasing annual revenue beyond $25 billion as AI demand grows.
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NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead?
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Positive
Blackwell drives explosive growth for NVDA, now powering most of its data center compute revenues amid AI demand.
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Cathie Wood Goes Shopping: 3 Stocks She Just Bought
Published: July 29, 2025 by: The Motley Fool
Sentiment: Positive
Cathie Wood is built for rallying markets. The co-founder, CEO, and chief investment officer of Ark Invest is crushing the market this year, proving that she can catch 2020 in a bottle again.
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Tempus AI or NVIDIA: Which is the Smarter Bet in AI-Backed Healthcare?
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive
Tempus AI surges 91.8% YTD with soaring genomics revenues and a $200M AstraZeneca deal, outpacing NVIDIA in AI healthcare gains.
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Trump's Flip-Flop on Nvidia Chips Is a Win for China
Published: July 28, 2025 by: Barrons
Sentiment: Negative
A reversal of export controls on H20 chips presents a national-security risk, Justin Sherman writes in a guest commentary.
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Tesla vs. Nvidia: Who's the real winner of the AI race?
Published: July 28, 2025 by: The Street
Sentiment: Negative
Daniel Newman, CEO, Futurum Group, breaks down where the real AI opportunity lies. Transcript: DANIEL NEWMAN: Tesla's not going to be something I'd be adding into my portfolio at this point.
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Pony.ai ($PONY) | WeRide ($WRD) | AEye ($LIDR) | NVIDIA ($NVDA) | Eco Wave Power Global ($WAVE)
Published: July 28, 2025 by: Green Stock News
Sentiment: Positive
Welcome to the Green Stock News brief for Monday July 28th. Here are today's top headlines: Pony.ai (NASDAQ: PONY) has received a permit to operate fully driverless commercial Robotaxi services in Shanghai, making it the only company approved in all four of China's tier-one cities.
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Will AGI Take Nvidia Stock To $300?
Published: July 28, 2025 by: Forbes
Sentiment: Positive
Could Nvidia stock (NASDAQ:NVDA) reach $300 in the next two years? There's a strong possibility.
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U.S.-EU Trade Pact Powers Tech Stocks: Top 3 Picks for Investors
Published: July 28, 2025 by: 24/7 Wall Street
Sentiment: Positive
Key Points in This Article: The U.S.
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How the Mag 7 Are Driving the Future of AI Capex
Published: July 25, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive
Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in artificial intelligence among the big tech companies and the significance of that spending on equity and bond markets and the overall US economy.
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INTC Identity Crisis: "Why Not Just Buy AMD and NVDA?"
Published: July 25, 2025 by: Schwab Network
Sentiment: Negative
CFRA's Angelo Zino points to two key issues with Intel (INTC) after earnings: pressured margins despite cost-cutting measures, and a "blurry" strategic direction. He believes the company needs to put critical emphasis on its foundry and software businesses to stop to bleeding.
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Like Dividends? These 3 AI Stocks Pay Investors
Published: July 25, 2025 by: Zacks Investment Research
Sentiment: Positive
Although all three stocks aren't high-yield, the bullish outlook for these companies' AI offerings can't be overlooked by income-focused investors seeking to join the AI frenzy.
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Nvidia's tech AI chips threat
Published: July 24, 2025 by: CNBC Television
Sentiment: Negative
CNBC's Kristina Partsinevelos, joins 'The Exchange' to discuss Broadcom getting a CapEx boost from Google.
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Nvidia AI chips worth $1B smuggled into China after Trump imposed US export controls: report
Published: July 24, 2025 by: New York Post
Sentiment: Neutral
At least $1 billion in Nvidia computer chips were smuggled into China in the three-months span after President Trump imposed export controls on the cutting-edge chips, according to a bombshell report Thursday.
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3 Best Magnificent Seven Stocks to Buy Now (NVDA, META, MSFT)
Published: July 24, 2025 by: Zacks Investment Research
Sentiment: Positive
The Magnificent Seven stocks have dominated markets in recent years, but as technological and investor preferences shift, so too do the opportunities even among these elite companies. Right now, I think that Nvidia ( NVDA ), Meta Platforms ( META ), and Microsoft ( MSFT ) stand out as the strongest buys right now.
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Grok 4 Breakthrough Is Great News For Nvidia
Published: July 24, 2025 by: Seeking Alpha
Sentiment: Neutral
AI progress is driven primarily by scaling compute and data, not by new algorithms, as shown by Grok 4's performance leaps. xAI's rapid catch-up with Grok 4 illustrates how access to GPUs enables even small teams to compete at the frontier of AI. Hyperscalers are incentivized to over-order GPUs to avoid falling behind, fueling an arms race in AI infrastructure investment.
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Nvidia addresses AI chip smuggling, says bootleg datacenters are a 'losing proposition'
Published: July 24, 2025 by: CNBC
Sentiment: Neutral
Nvidia responded to a Financial Times report that at least $1 billion worth of its artificial intelligence chips illegally entered China. "Datacenters require service and support, which we provide only to authorized NVIDIA products," Nvidia said in a statement to CNBC.
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Elon Musk's xAI Eyes $12 Billion Chip Purchase Deal With Nvidia
Published: July 24, 2025 by: Zacks Investment Research
Sentiment: Positive
NVDA jumps 2.3% as Elon Musk's xAI plans a massive $12B GPU buy, reinforcing Nvidia's AI dominance.
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5 Stocks to Buy and Hold for the Rise of Physical AI
Published: July 23, 2025 by: MarketBeat
Sentiment: Positive
Physical AI, which bridges today's digitally focused AI to machines, robots, and devices that can interact in real-time, learning and adapting along the way, is the future of AI.
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About NVIDIA Corporation (NVDA)
- IPO Date 1999-01-22
- Website https://www.nvidia.com
- Industry Semiconductors
- CEO Jen-Hsun Huang
- Employees 36000