A new war of words is unfolding between the United States and China as fresh tariffs and sanctions ignite concerns of a full-blown trade confrontation. In an exclusive conversation with ET Now, Shaun Rein, Managing Director of the China Market Research Group, offered a candid and critical view of U.S. policy under Donald Trump, arguing … Read more
Analysts at J.P. Morgan are staying bullish on Nvidia, boosting their target price to $215 even as the world’s most valuable company offered a forecast that underwhelmed investors, saying the chipmaker’s expanding AI infrastructure pipeline and product ramps leave “multiple levers at play to drive upside.” Nvidia Corp. delivered record revenue in the second quarter, … Read more
Nvidia Corp, already a $4.3 trillion giant that has doubled in value in just 16 months and looms larger than the stock markets of the U.K., China and Canada, could soon eclipse the entire Rs 5.21 trillion Indian equity market if its shares reach Cantor Fitzgerald’s new $240 price target. Fueled by its dominance in … Read more
new video loaded: What to Know About Trump’s Deal With A.I. Chipmakers By Tripp Mickle, Karen Hanley, Jon Hazell and David Jouppi•August 13, 2025 Nvidia and AMD will give the Trump administration a cut of chip sales to China in a deal that raises questions about national security and trade policy goals. Tripp Mickle explains. … Read more
Chinese authorities summoned Nvidia Corp. representatives to discuss alleged security risks related to its H20 artificial intelligence chips. The Cyberspace Administration of China said in a statement on Thursday that the chips had a serious security vulnerability and asked Nvidia staff to explain the risks and provide relevant documents. At issue are location tracking and … Read more
In a volatile Q2, Indian investors on Vested Finance showed maturity by repositioning around uncertainty. They moved away from crowded megacaps, focused on high-conviction themes, and diversified with more intelligent ETF exposure, international bets, and income strategies. Healthcare, semiconductors, small caps, and AI-adjacent sectors are now firmly part of their core playbook. The same investors … Read more
NEW YORK: Wall Street stocks advanced on Friday, notching the second straight week of gains, helped by strong economic data and potential easing of trade tensions between the U.S. and China. The U.S. economy added 177,000 jobs in April, exceeding expectations, while the unemployment rate held steady at 4.2%. The data helped to assuage concerns … Read more
Intel foundry. Image: Intel Intel has tentatively agreed to let Taiwan Semiconductor Manufacturing Company (TSMC) take over some of its chipmaking facilities, according to The Information. TSMC will hold a 20% stake in the joint venture, contributing not cash, but value through sharing its chipmaking practices and training Intel staff, according to anonymous sources cited … Read more
Image: Intel Intel has named chip industry veteran Lip-Bu Tan as its new CEO, effective March 18. The 65-year-old spent 12 years as the CEO of Cadence Design Systems, a company specializing in software and hardware solutions for chip design, during which he doubled its revenue. Tan also founded a venture capital firm that has … Read more
Intel foundry. Image: Intel Taiwan Semiconductor Manufacturing Company has offered a share in its proposed acquisition of Intel’s chip foundries to NVIDIA, Broadcom, and AMD, sources told Reuters. The Taiwanese chipmaker intends to oversee the operations of Intel’s fab division, but aims to retain less than 50% ownership and is seeking multiple partners for the … Read more