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Macquarie says AI isn't a bubble as demand still far outstrips supply
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China reportedly bans ByteDance from using Nvidia chips in new data centers
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Chinese regulators blocked ByteDance from using Nvidia chips in new data centers - The Information
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Bernstein SocGen on NVIDIA (NVDA): Responses to Burry's points 'broadly valid and useful'
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NVIDIA (NVDA) call put 1.6 calls to 1 put on active option volume of 4.8M contracts
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Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
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Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
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Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
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Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
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Active options: NVDA TSLA GOOGL AMD AAPL META GOOG
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'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
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BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
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Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
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Wedbush's Ives lists top 10 tech stocks to own into year-end
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Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
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Meta Platforms (META) in talks to spend billions on Google's chips - The Information
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NVIDIA (NVDA) call put ratio 1.8 calls to 1 put into share price trading lower before the bell
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Aletheia Capital Downgrades Dell (DELL) to Hold, 'risks from Nvidia’s L6–L10 AVAP initiatives'
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Meta in talks with Google over use of its TPU chips in 2027 - The Information
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Michael Burry on NVIDIA (NVDA): stand by my analysis
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Active options: NVDA TSLA GOOGL AAPL AMD META PLTR
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Broadcom stock surges 10% as Google AI success boosts supplier outlook
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Active options: NVDA TSLA GOOGL AAPL AMD META AMZN PLTR SOFI GOOG NVO
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Trump weighing advanced Nvidia chip sales to China - Lutnick
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Google's Gemini 3 advances shake up AI competitive landscape
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Raymond James on NVIDIA (NVDA) Amid Michael Burry Short Thesis: 'Core thesis intact. NVDA has a software moat (CUDA/CUDA-X), full-stack systems, and 1-year platform cadence'
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Michael Burry launches Substack newsletter after closing hedge fund
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Bank of America defends Nvidia, says market is 'misreading the numbers'
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Nvidia chip sales to China among key decisions for Trump, says Lutnick
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Lutnick: Decisions Like One On Nvidia Chips, China On Trump Desk
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Active options: NVDA OPEN TSLA AMD GOOGL PLTR WOLF AAPL
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Active options: NVDA OPEN TSLA AMD GOOGL PLTR WOLF AAPL MSTR
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Trump admin discussed allowing Nvidia H200 sales to China
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Trump's team reportedly internally considering selling Nvidia H200 chips to China
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Active options: NVDA TSLA AAPL AMD GOOGL PLTR AMZN MSTR
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AI stock surge won't end like the dot-com boom, says Fed's Jefferson
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Raymond James: AI has turned a cyclical sector into a 'secular boom'
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These are the best 4 chip stocks to own at the moment: RJ
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Active options: NVDA TSLA PLTR AAPL AMD GOOGL MSTR META
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Raymond James Assumes NVIDIA (NVDA) at Strong Buy
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Active options: NVDA TSLA PLTR AAPL AMD GOOGL MSTR META
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Nvidia gives back big early gains despite Huang dismissing AI bubble concerns
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NVIDIA (NVDA) Erases Gain, Goes Red
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NVIDIA (NVDA) call put ratio 1.8 calls to 1 put as share price up 3.2%
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Active options: NVDA TSLA AAPL PLTR GOOGL AMD META
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UBS on NVIDIA (NVDA): Hard to See How Stock Does Not Keep Moving Higher From Here
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NVIDIA's (NVDA) Strong Results Should Encourage Sentiment on AI: Analyst
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Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
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TD Cowen Reiterates Buy Rating and Top Pick on NVIDIA (NVDA)
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'NVIDIA (NVDA) Remains *The* AI Company'; PT Raised to $255 at Truist

