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US Chip Scrutiny Puts Alibaba AI And Cloud Growth In Focus
Simply Wall St.80d agoneutral
US Chip Scrutiny Puts Alibaba AI And Cloud Growth In Focus

US authorities are scrutinizing potential loopholes that may allow Chinese companies, including Alibaba Group Holding (NYSE:BABA), to obtain Nvidia's advanced AI chips despite current export controls. The US Commerce Department has issued clarifications and may introduce tighter rules that could affect Alibaba's access to high end AI semiconductors. Any further restrictions would focus on AI and cloud infrastructure hardware, with implications for Alibaba's technology roadmap and global...

BlackBerry (TSX:BB) Is Up 5.8% After Deepening NVIDIA QNX Tie-Up And Extending Buyback Plan
Simply Wall St.80d agobullish
BlackBerry (TSX:BB) Is Up 5.8% After Deepening NVIDIA QNX Tie-Up And Extending Buyback Plan

In recent months, BlackBerry has highlighted its shift to a growth-focused, profitable software company, underpinned by momentum in its QNX embedded platform, AI-driven cybersecurity offerings, and renewed U.S. government validation of its AtHoc secure communications through FedRAMP Class D (High) re-certification. New collaborations, including an expanded QNX partnership with NVIDIA for safety-critical edge AI and management’s decision to extend a sizeable share buyback program through...

JPMorgan sounds the alarm on the runaway cost of AI
TheStreet80d agoneutral
JPMorgan sounds the alarm on the runaway cost of AI

Every era has a number that stops making sense, a figure so large the brain just files it next to "infinity" and moves on. For most of my career, that kind of number lived in government budgets, the sort of sum you nod at without really feeling. Lately it has migrated somewhere stranger. It now ...

A Look At Navitas Semiconductor (NVTS) Valuation After Nvidia AI Infrastructure Collaboration
Simply Wall St.80d agoneutral
A Look At Navitas Semiconductor (NVTS) Valuation After Nvidia AI Infrastructure Collaboration

Navitas Semiconductor (NVTS) is back in focus after Nvidia showcased the company’s 800 V to 6 V DC DC power delivery board at Computex 2026, alongside a fresh partnership on advanced AI data center infrastructure. See our latest analysis for Navitas Semiconductor. The latest Nvidia collaboration sits against a backdrop of sharp share price swings, with the stock down 18.23% over the past day but showing a 30 day share price return of 50.36% and a 1 year total shareholder return of 305.83%,...