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Market Trends

Nvidia Earnings Set to Test AI Boom With China Shipments Stalled

Guidance will reveal whether hyperscaler demand still outruns the supply required to energize new GPU clusters.

AI Spending Surge Meets Supply Threats and Market Jitters, With TSMC at the Center

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Nvidia Gains Fresh Wall Street Boost as Senate Targets Tighter AI Chip Exports