Nvidia - TechWire

Nvidia

        2025.06.14
    
04:11

                            The three major U.S. stock indexes all closed down more than 1%, and the energy sector rose against the trend
                        
                            U.S. stocks opened lower and fell, with all three major indexes falling by more than 1%. The Dow fell 1.79%, a cumulative decline of 1.32% this week; the Nasdaq fell 1.3%, a cumulative decline of 0.63% this week; the S&P 500 fell 1.13%, a cumulative decline of 0.39% this week. Most large technology stocks fell, Intel fell more than 3%, Nvidia fell more than 2%, Apple and Meta fell more than 1%, Microsoft, Netflix, Google, and Amazon fell slightly; Tesla rose by about 2%. The energy sector rose against the trend, with Houston Energy rising more than 119%, U.S. Energy rising more than 55%, Indonesia Energy rising about 45%, and Mesa Royalty Trust rising about 29%. Drone manufacturer Airo closed up 140% on its first day of US IPO. Oracle rose more than 7%, with a cumulative increase of nearly 24% this week, the best single-week performance since 2001.
                        
        2025.06.13
    
21:14

                            Nvidia CEO Huang Renxun responds to Ren Zhengfei's latest speech
                        
                            Nvidia CEO Huang Renxun recently expressed his views on Ren Zhengfei's speech. He said, "(Although) our technology is one generation ahead of theirs, it is important to remember that artificial intelligence at the technical level is a parallel problem. If the performance of each computer is not strong enough, then use more computers. What he said is that China has sufficient energy and they will use more chips. So in many ways, he is saying that China's technology is good enough for China. If the United States does not want to participate in China (the market), Huawei can cover the needs of the Chinese market and all other regions." On June 10, Huawei founder Ren Zhengfei said that there is no need to worry about the chip problem. Using methods such as superposition and clustering, the calculation results are comparable to the most advanced level.
                        
20:54

                            AMD releases two generations of flagship AI chips to challenge Nvidia Morgan Stanley: MI400 may become a key turning point
                        
                            AMD unveiled its strongest AI product lineup ever at the AMD Advancing AI Conference - flagship data center AI chips, AI software stacks, AI rack-level infrastructure, AI network cards and DPUs, fully revealing its ambition to compete with Nvidia. Morgan Stanley said that AMD released MI350 as expected, but the focus is still on the rack-level MI400/450 products to be launched next year. If the product can be delivered on schedule, it may have a greater impact.
                        
17:29

                            German government discusses building AI infrastructure with Nvidia CEO Jensen Huang
                        
                            The German government discussed with Nvidia CEO Jensen Huang the establishment of an independent AI infrastructure and the promotion of Germany's AI ecosystem; Nvidia will participate in the joint investment with German industrial partners to build an AI infrastructure tailored to German industrial needs.
                        
17:27

                            German Government: Will invest together with German industrial partners to build an artificial intelligence infrastructure tailored to German industrial needs, and NVIDIA will participate.
                        
17:26

                            German Government: Discussed with Nvidia CEO Jensen Huang about building an autonomous AI infrastructure and promoting Germany's AI ecosystem.
                        
17:25

                            German Government: German Chancellor Merz meets with Nvidia CEO Jensen Huang.
                        
17:07

                            Deutsche Telekom: Cooperate with Nvidia (NVDA.O) to build the first industrial artificial intelligence cloud for European manufacturers; realize the deployment of artificial intelligence cloud by 2026 at the latest.
                        
17:07

                            Nvidia (NVDA.O) is teaming up with Deutsche Telekom to build the first industrial artificial intelligence cloud for European manufacturers.
                        
04:12

                            The three major U.S. stock indexes all closed slightly higher, with the S&P 500 and Dow Jones hitting new closing highs in at least three months.
                        
                            U.S. stocks opened low and ended high, with all three major indexes closing slightly higher. The S&P 500 rose 0.38%, the Dow Jones Industrial Average rose 0.24%, and the Nasdaq rose 0.24%. Among them, the S&P 500 hit a new closing high since the end of February, and the Dow Jones Industrial Average hit a new closing high since early March. Large technology stocks rose and fell, with Microsoft and Nvidia rising more than 1%, Intel, Apple, and Amazon rising slightly; Tesla fell more than 2%, Netflix, Google, and Meta fell slightly. Oracle rose more than 13%, setting a record closing high, and the company's fourth-quarter results exceeded expectations. Chime (CHYM.US), a U.S. financial technology company, rose more than 37% on its first day of listing. The IPO was priced at $27 per share. Boeing fell nearly 5% after an Air India Boeing 787 crashed.
                        
02:29

                            Nvidia (NVDA.O) CEO: Under US chip export controls, Nvidia will adjust its forecast range.
                        
01:03

                            AMD (AMD.O) CEO: MI350 AI chip is faster than Nvidia's similar products.
                        
        2025.06.12
    
22:02

                            Huang Renxun: Autonomous driving and robotics will take off in the next few years
                        
                            Nvidia CEO Huang Renxun said on Thursday that autonomous vehicles and robotics will flourish in the next few years; Nvidia plays an important role in promoting the development of autonomous vehicles, providing both hardware and software solutions. Musk expressed a similar view to Huang Renxun last month. He said at the time that for Tesla, the most important thing in the long run is autonomous driving and the humanoid robot "Optimus".
                        
19:43

                            Arm (ARM.O): We agree with Nvidia (NVDA.O) and oppose the US export control policy.
                        
19:40

                            Arm (ARM.O): We are better than Nvidia on a wider range of platforms.

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Weekly Highlights

                                    Southbound funds made a large net purchase of 5.743 billion yuan today. In terms of Hong Kong Stock Connect (Shanghai), China Construction Bank and Meituan-W received net purchases of HK$1.108 billion and HK$493 million respectively; Xiaomi Group-W ranked first in net sales, with an amount of HK$1.489 billion; in terms of Hong Kong Stock Connect (Shenzhen), Meituan-W and Kangfang Biopharma received net purchases of HK$622 million and HK$206 million respectively; Xiaomi Group-W ranked first in net sales, with an amount of HK$391 million.
                            2025-06-16

                                    Arm (ARM.O): We are better than Nvidia on a wider range of platforms.
                            2025-06-12

                                    Lei Jun: Xiaomi Yu7 will be released at the end of June
                            2025-06-16

                                    Putin: Russia will create unmanned system forces as a separate branch of the military
                            2025-06-13

                                    Barclays: Raised Oracle (ORCL.N) price target from $202 to $221.
                            2025-06-13