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Michael Burry is publicly questioning Nvidia's claim of shipping 3 million Blackwell GPU units, citing an analyst's report that the company's $111 billion in data-center revenue does not support this volume.
Coatue Management's Q3 filing reveals the firm cut its Nvidia and AMD holdings by 14% and 19% respectively, while more than tripling its investment in Alphabet and Marvell Technology.
Nvidia stock climbed nearly 2% on Friday after Tigress Financial set a bullish $350 price target, even as a company director sold $44 million worth of shares.
Nvidia's stock price increased by 3.93% on December 19, 2025, following reports that the U.S. government is nearing approval for the company to export its artificial intelligence chips to China.
Samsung Electronics' stock rallied 60% after securing an Nvidia approval and a Tesla chip deal, capitalizing on the AI-driven memory super cycle.
Google is developing a new software initiative to directly compete with Nvidia's proprietary CUDA platform, aiming to disrupt its dominance in the AI chip market.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
Semiconductor equipment suppliers Applied Materials and Lam Research are capitalizing on the AI boom, with the Wafer Fab Equipment market projected to surpass $105 billion in 2025.
U.S. tech stocks like Oracle and Broadcom rebounded in premarket trading after a heavy selloff that saw Broadcom lose $422 billion in market value over five days.
U.S. tech stocks advanced, with the Nasdaq climbing 1.4%, after November consumer inflation slowed to 2.7%, well below analyst forecasts.
On December 18, 2025, investment experts debated the S&P 500's heavy concentration in the Magnificent Seven, with PNC's CIO calling for a 'recalibration' of what she termed 'nonsensical' valuations.
U.S. equity indexes rose on December 18, 2025, after a surprise CPI report, with Nvidia stock gaining 1.87% and Tesla stock adding 3.45%.
AI coding startup Lovable raised $330 million in a new funding round on December 18, valuing the company at $6.6 billion.
China's state-backed advancements in AI, including chip development and low-cost electricity, pose a significant competitive threat to the U.S. AI industry, which is hampered by infrastructure and funding challenges.
Anthropic's $15 billion funding round, backed by NVIDIA and Microsoft, signals intensifying competition in the AI sector as Google's new Gemini 3 model bypasses NVIDIA's hardware.
JPMorgan Chase boosts its 2026 data center capital expenditure growth forecast to over 50%, representing an incremental spending increase of more than $150 billion.
China has developed a prototype extreme ultraviolet (EUV) lithography machine, challenging ASML's monopoly and accelerating its push for semiconductor independence from the West.
Nvidia's stock presents a more attractive valuation with a P/E ratio of 23 compared to ASML's 34, despite both companies dominating the AI semiconductor supply chain.
Super Micro Computer's stock fell 26.7% over six months, even as its AI GPU platforms grew to contribute over 75% of first-quarter fiscal 2026 revenue.
AI chip startup Mythic Inc. raised $125 million on December 17, 2025, in a funding round led by DCVC to expand its challenge to Nvidia's dominance in the artificial intelligence hardware market.
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