Nvidia - TechWire

Nvidia

        2025.09.03
    
16:03

                            The US tech "Seven Sisters" saw mixed gains and losses before the market opened, with Google A up 5%.
                        
                            The "Seven Sisters" of U.S. technology stocks rose and fell before the market opened, with Google A up 5%, Apple up 2%, Tesla up 0.7%, Meta up 0.4%, and Amazon, Microsoft, and Nvidia down 0.1%.
                        
07:11

                            The optical switch market is growing rapidly, with several A-share listed companies showing strong performance in related businesses.
                        
                            NVIDIA recently launched Spectrum-XGS Ethernet, accelerating multi-GPU and multi-node communication performance, enabling predictable performance for remote AI clusters. This news has catalyzed the rise of the optical circuit switch (OCS) concept. Industry experts believe that due to their high port count, high bandwidth, low latency, and low energy consumption, optical switches are ideal for upper-layer network switching in data centers. They are expected to replace traditional electrical switches in intelligent computing clusters, significantly improving GPU chip utilization. With NVIDIA's scale-across technology development and Google's pioneering efforts, the market penetration of optical switches is expected to increase rapidly. Market research firm QYResearch predicts that the global optical switch market will reach US$2.02 billion by 2031, with a compound annual growth rate of 16.3% over the next few years. Currently, leading international companies such as Google and Coherent are key players in the optical switch industry. Domestically, Huawei and New H3C, a subsidiary of Tsinghua Unigroup, have released optical switch products. Several A-share listed companies, such as Taclink, Tengjing Technology, and Saiwei Electronics, are actively developing their presence in the optical switch industry chain.
                        
04:58

                            Nvidia's stock price fell for the fourth consecutive day, breaking through a key technical level. Analysts warned of the risk of weakening short-term momentum.
                        
                            Nvidia (NVDA.O) fell as much as 4% to $167.22 during intraday trading on Tuesday, marking its fourth consecutive day of decline and breaking below its 50-day moving average of $171.02. The loss of this closely watched technical level is seen as a negative sign of weakening short-term momentum. "This suggests that the upward momentum has broken down, which makes me concerned about the stock's near-term trajectory," said Buff Dormeier, chief technical analyst at Kingsway Partners. He cited the 50-day moving average as a key indicator. Dormeier sees $160 as the next support level, followed by $145—a key level before breaking through in June. He added, "If the stock breaks below $145, I would be deeply concerned about its prospects." The chip giant's stock price fell in tandem with the broader market, as geopolitical concerns and high valuations continued to intensify. Despite a four-day decline that has cumulatively shed over 7%, wiping out over $340 billion in market value, Nvidia's stock has maintained its recent upward trend.
                        
04:09

                            The three major U.S. stock indexes closed lower, with Nvidia down nearly 2%.
                        
                            The three major U.S. stock indices closed lower, with the Dow Jones Industrial Average down 0.55%, the S&P 500 down 0.69%, and the Nasdaq Composite down 0.82%. Large technology stocks fell across the board, with Nvidia down nearly 2%.
                        
00:32

                            Nvidia (NVDA.O): There are enough H100/H200 to meet all orders.
                        
00:27

                            Nvidia says it has enough H100/H200 to fulfill all orders
                        
                            Nvidia said it has enough H100/H200 to meet all orders.
                        
00:21

                            Market news: Nvidia (NVDA.O) denied rumors of H100/H200 GPU shortages.
                        
        2025.09.02
    
23:47

                            Nvidia concept stock CoreWeave now fell more than 10%
                        
                            Nvidia concept stock CoreWeave is now down more than 10%.
                        
23:11

                            The Philadelphia Semiconductor Index fell 2.4%, with Nvidia down 3%, Qualcomm down 3.2%, Micron Technology down 2.3%, and Intel down 1.8%.
                        
                            The Philadelphia Semiconductor Index is now down 2.4%, with Nvidia down 3%, Qualcomm down 3.2%, Micron Technology down 2.3%, and Intel down 1.8%.
                        
21:32

                            At the US stock market opening, the Dow Jones Industrial Average fell 0.9%, the S&P 500 fell 1.2%, and the Nasdaq fell 1.7%. NIO (NIO.N) fell 3% after its earnings report. Star tech stocks fell across the board, with Nvidia (NVDA.O) down 2.6%, TSMC (TSM.N) down 2%, and Tesla (TSLA.O) down 1.9%. PepsiCo (PEP.O) rose 5%, and Elliott is considering taking action to boost its stock price.
                        
21:31

                            The three major U.S. stock indices opened lower, with the Nasdaq and S&P 500 falling more than 1%.
                        
                            The three major US stock indices opened lower, with the Nasdaq down 1.75%, the Dow Jones Industrial Average down 0.9%, and the S&P 500 down 1.24%. Nvidia, Amazon, and AMD fell over 2%, while Tesla and Meta dropped over 1%. NIO fell over 2% after releasing its second-quarter earnings report. PepsiCo rose over 5% following reports that investment management firm Elliott is planning a major, aggressive move to boost its stock price.
                        
20:57

                            Nvidia (NVDA.O) fell 3% in pre-market trading.
                        
20:56

                            Nvidia's pre-market drop reached 3%
                        
                            Nvidia's pre-market share price fell 3%.
                        
16:03

                            US tech stocks "Seven Sisters" fell before the market opened, with Amazon down 0.9%
                        
                            The "Seven Sisters" of U.S. technology stocks all fell before the market opened, with Microsoft down 0.3%, Tesla down 0.4%, Apple down 0.5%, Google A down 0.6%, Nvidia down 0.7%, Meta down 0.8%, and Amazon down 0.9%.
                        
        2025.09.01
    
22:55

                            UAE AI company G42 is reportedly seeking to diversify its chip supply to avoid over-reliance on Nvidia.
                        
                            According to sources, G42, an artificial intelligence (AI) company in the United Arab Emirates, is in talks with several tech giants to attract them to its planned AI park in the country. G42 also plans to diversify its chip supply beyond Nvidia. Sources familiar with the matter revealed that G42 is currently in talks with companies including Amazon AWS, Google, Meta, Microsoft, and Elon Musk's xAI. Google is the most advanced in negotiations and may be the first to sign a computing power procurement agreement.

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