WeRide launches HPC 3.0 platform with Lenovo and NVIDIA chips
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- Wall St set to open higher as tech rebounds, Micron earnings eyed
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- All eyes on Micron earnings tonight as sell-off raises stakes for AI memory trade
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Stay long AI-capex winners into the peak, Stifel says despite bubble fears
- Needham Starts NeoVolta (NEOV) at Buy
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- KKR launches Helix with over $10 billion to build AI infrastructure
Nvidia resuming GPU shipments to China will benefit this Taiwan-based name: MS
July 21, 2025 4:00 PM EDTMorgan Stanley said in a note Monday that there is a Taiwan-based company well placed to benefit from NVIDIA's (NASDAQ: NVDA) expected resumption of GPU shipments to China.
Foxconn Industrial Internet is the company in question. The bank cited Foxconns deep exposure to cloud service providers and a growing role in the AI server... More

