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Wall Street is abuzz with talk of generative artificial intelligence (AI), the technology behind viral chatbot ChatGPT. Generative AI turns prompts into novel text, images, and videos, and it promises to revolutionize countless industries. In fact, generative AI is already being

The Biden administration has threatened to ban TikTok, a wildly popular social media app, from use in the U.S. unless its Chinese owners sell their stake in the platform. The nationwide ban threat is a serious escalation in the dispute about data security, which has been ongoing for a number of years. In many ways, Chinese stocks are becoming riskier than before. The issue isn’t purely a U.S.-China dispute, as other countries have also been increasingly wary of Chinese business expansion. The U.S. government and a succession of other Western countries have blocked TikTok on government-issued devices. For instance, the European Parliament, European Commission, and the EU Council have imposed bans on TikTok on staff devices, citing cybersecurity concerns. Further, the United Kingdom and New Zealand have become the latest to join the growing list of countries that have recently issued orders banning the use of TikTok on government-issued devices as concerns grow over the app’s privacy and security. Now, it might be time for the 100 million U.S. users of the app to be weened from the addictive short video platform. ByteDance Bites the Dust TikTok is owned by the Chinese internet company ByteDance. Lawmakers have cited potential cybersecurity and political influence risks, saying that the Chinese government could order TikTok to collect data and information on Americans or influence what videos they are shown on the app. In 2020, President Trump – who took the U.S.-China information security issues public – tried to ban TikTok in the U.S., but the action was halted by federal courts. Now, the bipartisan distrust of China-owned companies has increased so much that even if the divestment demand is met with a legal challenge – which it almost certainly will be – Biden’s administration will not be alone in this fight. This time, the “sell or be banned” ultimatum is conveyed to the social video platform by the Committee on Foreign Investment in the United States (CFIUS), composed of the Departments of Treasury, Justice, Homeland Security, Defense and Commerce, and others. According to the media, the Justice Department and the FBI are investigating the surveillance of American TikTok users by ByteDance. In addition, the Federal authorities have backing from a group of Silicon Valley executives coming from various prominent firms such as 137 Ventures and Founders Fund. The business leaders went as far as calling TikTok a “Chinese espionage operation” against the U.S. This growing alliance between the tech and government leaders demonstrates how seriously the threat posed by China is perceived in the U.S. Economic Superpower or Evil Empire 2.0? TikTok is at the center of everyone’s attention at the moment, but it’s just the latest point in the growing chasm between the West and the Chinese regime. The previous peak of the West-China feud, the U.S. and Canadian ban on Huawei and ZTE ( OTCMKTS:ZTCOF ) on claims they had deep ties to the Chinese state, didn’t have a large following across the pond, as Europe remained addicted to Chinese network equipment. But last year, things started moving following China's alignment with Russia, and Germany and the Netherlands said they could ban Huawei and ZTE from their 5G networks. The latest restrictions are part of the United States' effort to contain China’s technological expansion, serving as an avant-garde for a wider Chinese effort to become superior to the West by ways of increasing its dependence not only on cheap Chinese manual labor but also technology and investment. There’s also a military issue. Last year, the Biden administration imposed sweeping restrictions on providing advanced semiconductors and chipmaking equipment to Chinese companies, as U.S. officials said that advanced technology could be used to advance their military systems, including weapons of mass destruction, and to commit human rights abuses. A totalitarian regime known for its neglect of free speech and human rights is certainly a natural suspect.   Back to the Cold War? The TikTok ban threat is a small dot on a timeline of a long-building rivalry that has escalated since Chinese economic and political ambitions have grown beyond its regional leader status. Trump’s trade war intensified a trend that existed at least since Xi Jinping, the all-powerful Chinese leader, outlined his vision of turning his country from the world’s cheap factory into a global superpower by boosting its military power as well as its economic expansion and political outreach. Last year, the Biden administration revealed an aggressive plan to counter the Chinese military’s rapid technological advances, as the U.S. intelligence forces reported on China’s push to use artificial intelligence (AI) to develop most advanced weapon systems, as well as on continued efforts to spy on the U.S. government and military. As a response, the U.S. is trying to choke off China’s access to advanced chips and chip production tools needed to power those abilities – just like they worked to stop the Soviets from gaining access to advanced tech during last century’s Cold War. Following long years after the dissolution of the Soviet Union, when there was only one undisputed leading global force – the U.S. – now, we are back to square one, a bipolar world of conflicting superpowers. Impeding Chinese Tech Development The U.S. concerns about China’s ambitions are reflected in the administration’s national security strategy towards tech exports. Until a while ago, the semiconductor business has been primarily market-driven and laissez-faire; now, the United States is firmly focused on retaining control over the “chokepoints” in the global technology supply chains. The most important of these chokepoints are AI chips, automation software, and semiconductor equipment and components. Biden’s ban on selling AI and semiconductor technology to China is the broadest set of export controls in a decade, affecting hundreds of Chinese firms. The restrictions block leading U.S. AI computer chip designers, such as Nvidia ( NASDAQ:NVDA ) and AMD ( NASDAQ:AMD ), from selling their high-end chips for AI and supercomputing to China. China’s most advanced computer equipment depends on chips made by Intel ( NASDAQ:INTC ) or Taiwan Semiconductor Manufacturing ( NYSE:TSM ), which use U.S. technology in their production process and so would be subject to these restrictions. The U.S. is now actively exploiting its technological dominance to prevent China from reaching a point where it presents a serious threat to the existing world order. Made in the U.S.A. Since Trump escalated the economic and technological standoff between the U.S. and China, American companies have been arguing that their sales to China are an important source of revenue that allows them to reinvest in research and development and retain a competitive edge. The Biden administration answered these complaints with a CHIPS Act, one of the largest federal investments in a single industry in decades. The Commerce Department will hand out $50 billion in the form of direct funding, federal loans, and loan guarantees to companies to promote all-American chip production and limit foreign dependence. Most of the money is intended for companies such as TSM, Samsung Electronics ( FRANKFURT:SSU ), Micron Technology ( NASDAQ:MU ), and Intel to help them build U.S. production facilities. Up until now, the U.S. – an undisputed leader in chip design – has been producing most of the technologically advanced semiconductors offshore, but China has been gaining market share in less advanced chips that are still critical for cars and consumer electronics. Shortages of chips during the pandemic underscored the need for independence in the production of critical products, and the growing feud with China makes it even more urgent. Investors Beware After a number of times that global investors lost money in Chinese markets due to the Communist government’s crackdown on different industries, they are already suspicious of the country’s assets. However, after the long-awaited opening of the Chinese economy from the pandemic-related restrictions, the expectations of a strong consumer rebound would surely cause greed to take over caution if it wasn't for fear of the tech cold war with the U.S. Those that still wish to play the China reopening trade prefer western consumer brands with a large presence in the country, such as Starbucks ( NASDAQ:SBUX ), Nike ( NYSE:NKE ), Marriott ( NASDAQ:MAR ), and LVMH ( BIT:LVMH ), over the stocks of Chinese-made firms. U.S.-listed Chinese companies offer no serious shelter from the aforementioned headwinds. Like U.S. stocks, they are susceptible to market turmoil, such as the latest one induced by the banking trouble. In addition, there’s always a threat of the Chinese authorities’ crackdown and/or government order to delist -- like Didi Global’s delisting from the NYSE and speculation that the same will happen with Alibaba ( NYSE:BABA ). U.S. regulators have tightened restrictions on Chinese companies wishing to trade their shares on American exchanges, demanding full disclosure of financial information and audits. Just recently, Beijing has ordered five major companies – China Life Insurance, PetroChina, China Petroleum & Chemical, Aluminum Corporation of China, and Sinopec Shanghai Petrochemical – to delist from NYSE because of their unwillingness to comply with U.S. regulations on audit transparency. There are also growing speculations about the delisting of at least some of about 250 companies based in China or Hong Kong with a total market share of $1 trillion, including popular stocks like Baidu ( NASDAQ:BIDU ) and JD.com ( NASDAQ:JD ). Besides, Chinese stocks are under threat of delisting by the U.S. stock exchanges themselves over audit disputes, trade frictions, and geopolitical issues. A large number of Chinese companies narrowly escaped the risk of being delisted from the U.S. stock exchange last year after they agreed to give the securities watchdog access to their audit. However, given Beijing’s recent history of interference with private sector firms, their future existence on the U.S. exchanges is in no way guaranteed. Investors should take notice that up until now, they haven’t been rewarded for the risks they are undertaking by investing in Chinese stocks, neither in the short term nor in the long term. Source: Google Finance Source: Google Finance

History is proof that buying a diverse portfolio of stocks is a great idea, because over the long term, the broader market tends to go up. But 2022 was one of the rare years the overall markets suffered a loss, with the Nasdaq-100 technology index leading the way by plunging 33%.

Who wants to be a millionaire? That's the question the popular TV game show began asking in 1999. The answer to the question is an easy one -- nearly everyone who isn't already a billionaire.

The realistic depiction of characters and scenery in video games is taken for granted, but it wasn't always that way. Before the introduction of modern graphics processing units (GPUs), images were both boxy and grainy. Nvidia's (NASDAQ: NVDA) groundbreaking video rendering techn

Reports are circulating that Nvidia (NASDAQ: NVDA) has designed the H800, a weakened down version of the H100, to bypass U.S. regulations and continue to sell to specific Chinese clients. Advanced Micro Devices' (NASDAQ: AMD) consumer CPUs are being used to make entry-level enter

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In the past year, Nvidia (NASDAQ: NVDA) has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.

Investors are relying on an old strategy to navigate the current tumult in asset prices: buying shares of the massive U.S. companies that led markets higher for years.

Artificial intelligence (AI) stocks have been in the limelight in recent months after OpenAI's chatbot ChatGPT, backed by Microsoft (NASDAQ: MSFT), took the world by storm at the end of 2022 and quickly racked up a massive user base.

On March 24, 2023 at 12:54:09 ET an unusually large $1,014.38K block of Put contracts in NVIDIA (NVDA) was sold, with a strike price of $250.00 / share, expiring in 84 days (on June 16, 2023). Fintel tracks all large options trades, and the premium spent on t

Plenty of financial traders and commentators have gone all-in on generative artificial intelligence (AI), but what about the hardware? Nvidia ( NASDAQ:NVDA ) is ahead of the curve, as usual, in advancing the technology tools needed to power the computers, phones, and other devices of today and tomorrow. So, even though it has already posted strong gains in 2023, I remain strongly bullish on NVDA stock. You probably already know Nvidia as a manufacturer of graphics processing units (GPUs) for video game consoles. Rest assured, Nvidia will continue to generate revenue from this. Yet, even though the company could just coast on that revenue, Nvidia is getting a head start on the most impactful tech trend of 2023, generative AI. Don't expect Nvidia to release a rival to OpenAI's ChatGPT chatbot anytime soon, though. Instead of competing with generative AI software developers, Nvidia is taking a different angle by doing what it does best -- anticipating and meeting the demands of end users and developers for next-generation, ultra-powerful technology components. Generative AI is a Megatrend You Can't Afford to Ignore There are trends, and then there are megatrends. Without a doubt, generative AI is a megatrend this year. As Morgan Stanley ( NYSE:MS ) analyst Joseph Moore put it, AI is "too much of a megatrend" for investors to ignore. This is the main reason why Nvidia needs to be on your watch list right now. You might not realize it, but the generative AI software program you've probably tried out at some point is a major resource hog. Moore had a fancy way of explaining this: "The high capital intensity of these workloads, particularly on the training side, is now a major part of the calculus for the largest companies in technology." Nvidia is taking the lead here, as the company has "dominance in the training market that is likely to persist for several years," Moore said. Nvidia flexed its muscles recently when it launched a half-dozen new RTX Ada Lovelace architecture GPUs designed specifically for laptops and desktops. Bob Pette, vice president of professional visualization at Nvidia, specifically linked these new products to the intense demands of AI and metaverse applications. "Running data-intensive applications like generative AI and real-time digital twins in the metaverse requires advanced computing power," Pette observed. Thus, the new Nvidia RTX GPUs "provide the horsepower" that today's "creators, designers and engineers" need. Clearly, Nvidia is jumping headfirst into the AI game with its new GPU architecture. Nvidia's new RTX desktop and laptop GPUs featuring Ada architecture technology provide "up to 2x faster AI training performance of the previous generation," as well as "new levels of realism and interactivity for real-time graphics by multiplying performance with AI." Don't Over-Focus on the High Price of Nvidia Stock As we'll see in a moment, analysts aren't expecting massive upside for NVDA stock. Perhaps that's because the shares have already gained a lot of value this year. Usually, I don't offer a strong recommendation for a stock that has gained more than 80% year-to-date. Yet, I encourage financial traders not to focus too much on the price of the stock, as it can easily run higher as Nvidia continues to ride the wave of AI fever in 2023. If there were any doubts about Nvidia's firm focus on AI, CEO Jensen Huang put those doubts to rest at the recent GPU Technology Conference (GTC), which is like Woodstock for tech hardware fanatics. "Generative AI’s incredible potential is inspiring virtually every industry to reimagine its business strategies and the technology required to achieve them," Huang asserted during his keynote address at the conference. At the same conference, Huang touted Nvidia's DGX supercomputers as "modern AI factories." If anyone is skeptical about this claim, they should note that Oracle ( NASDAQ:ORCL ), Amazon ( NASDAQ:AMZN ), Microsoft ( NASDAQ:MSFT ), and Meta Platforms ( NASDAQ:META ) have all partnered with Nvidia in one way or another to deploy DGX H100 AI computer system technology. Are Oracle, Amazon, Microsoft, and Meta Platforms "wrong" in partnering with Nvidia to power the next generation of AI applications? That is not likely, so you might want to get on the right side of the trend and the right side of the trade. Is NVDA Stock a Buy, According to Analysts? Turning to Wall Street, NVDA is a Moderate Buy, based on 25 Buys, seven Holds, and two Sell ratings. The average Nvidia stock price target is $273.09, implying 2.6% upside potential. Conclusion: Should You Consider Nvidia Stock? Far be it from me to say that price doesn't matter. Stock prices certainly do matter, but in the case of NVDA stock, there are reasons to believe that it can continue to climb higher throughout the year. Nvidia is going all-in on generative AI and AI in general. Tech-sector giants trust Nvidia to provide hardware that can fulfill the demands of AI applications. Moreover, the company continues to upgrade its already best-in-class GPUs. Therefore, you don't have to get hung up on whether NVDA stock is "too high" because its momentum can carry it higher. Disclosure

Leading into “Fed Day” on Wednesday, some market observers had suggested the Federal Reserve wouldn’t raise interest rates, in order to avoid adding even more volatility to markets following the bank crisis drama. The Fed raised them anyway. For this week’s watercooler conversation, the VettaFi Voices assess the impact of yet more Fed rate hikes, [...] Read more at ETFtrends.com.

The First Trust Nasdaq Semiconductor ETF is seeing unusually high volume in afternoon trading Friday, with over 533,000 shares traded versus three month average volume of about 54,000. Shares of FTXL were off about 2% on the day.

What happened Shares of C3.ai (NYSE: AI) rallied out of the gate Friday, climbing as much as 7.6%. At 12:32 p.m. ET today, the stock was still up 4.2%.

Wall Street kicked off the week on a high note, with the Nasdaq Composite Index (IXIC) scoring its fifth win in six session. The Dow Jones Industrial Average (DJI) went on to score its third triple-digit gain in four days, though things turned around midweek following a quarter-

It has been about a month since the last earnings report for Nvidia (NVDA). Shares have added about 14.9% in that time frame, outperforming the S&P 500.

Wall Street closed higher on Thursday, led by tech stocks. Investors priced in that the Fed might be nearing the end of its rate-tightening cycle and were upbeat on comments from the treasury secretary about the government safe-guarding bank deposits. Treasury yields fell

Shares of Micron (NASDAQ: MU) hit their bottom late last year and are now set up for a complete reversal. The market action ahead of the Q2 earnings release suggests that sell-side interest is growing in the face of expected outperformance. The analysts have been lowering the ba

Below is Validea's guru fundamental report for NVIDIA CORPORATION (NVDA). Of the 22 guru strategies we follow, NVDA rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that ex