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NVIDIA (NVDA) Presenting at UBS Conference, Final Update
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NVIDIA (NVDA) CFO: most new Nvidia AI chips being shipped are adding new data center infrastructure and not replacing installed base - UBS Conference
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Northland Starts Synaptics (SYNA) at Outperform
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Credo Technology Group Holding Ltd. (CRDO) PT Raised to $240 at BofA Securities, 'a top SMidcap pick and one of our 4 AI-levered top picks'
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Mizuho: 'NVIDIA investment implies attractive risk/reward in SNPS stock'
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Nvidia partnership could be a 'big tailwind' for this semiconductor stock
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Morgan Stanley projects a humanoids chip TAM of $305B by 2045
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Nvidia's Huang: investment in Synopsys is a "demonstration of commitment" to Synopsys for "going all in on the Nvidia platform"
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Nvidia CEO says China is a bonus opportunity for the future
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Morgan Stanley names key winners amid growing AI power gap
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Analyst bumps price targets on Nvidia and Broadcom on AI strength across the board
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Seaport Global Securities Reiterates Sell Rating on NVIDIA (NVDA), PT $140, 'We see Nvidia facing growing competitive pressure'
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Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
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NVIDIA (NVDA) call put ratio 1.5 calls to 1 put as share price up 1.5%
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Macquarie says AI isn't a bubble as demand still far outstrips supply
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China reportedly bans ByteDance from using Nvidia chips in new data centers
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Chinese regulators blocked ByteDance from using Nvidia chips in new data centers - The Information
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Bernstein SocGen on NVIDIA (NVDA): Responses to Burry's points 'broadly valid and useful'
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NVIDIA (NVDA) call put 1.6 calls to 1 put on active option volume of 4.8M contracts
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Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
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Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
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Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
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Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
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'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
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BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
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Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
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Wedbush's Ives lists top 10 tech stocks to own into year-end
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Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
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Meta Platforms (META) in talks to spend billions on Google's chips - The Information
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NVIDIA (NVDA) call put ratio 1.8 calls to 1 put into share price trading lower before the bell
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Aletheia Capital Downgrades Dell (DELL) to Hold, 'risks from Nvidia’s L6–L10 AVAP initiatives'
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Meta in talks with Google over use of its TPU chips in 2027 - The Information
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Michael Burry on NVIDIA (NVDA): stand by my analysis
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Broadcom stock surges 10% as Google AI success boosts supplier outlook
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Trump weighing advanced Nvidia chip sales to China - Lutnick
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Google's Gemini 3 advances shake up AI competitive landscape
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Raymond James on NVIDIA (NVDA) Amid Michael Burry Short Thesis: 'Core thesis intact. NVDA has a software moat (CUDA/CUDA-X), full-stack systems, and 1-year platform cadence'
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Michael Burry launches Substack newsletter after closing hedge fund
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Bank of America defends Nvidia, says market is 'misreading the numbers'
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Nvidia chip sales to China among key decisions for Trump, says Lutnick
