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AI Chips News 17 September 2025 - 20 November 2025

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia Stock Today (NVDA) on November 20, 2025: Shares Jump After Record $57 Billion AI Chip Quarter

Nvidia stock is back at the center of the market conversation today, November 20, 2025, as investors digest a blockbuster earnings report and a flood of new AI-infrastructure announcements that could shape the company’s growth for years. The AI-chip leader reported record fiscal Q3 2026 revenue of $57.0 billion, up 62% year over year and 22% sequentially, with adjusted earnings per…
20 November 2025
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NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

What’s new today (Nov. 7) U.S. to block B30A sales to ChinaThe White House has informed federal agencies that Nvidia’s “B30A” — a reduced‑performance AI chip intended to meet prior export rules — should not be sold to China. While the B30A can be clustered to train LLMs, Nvidia is now redesigning it in hopes of satisfying regulators. Separately, Beijing…
7 November 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers, and hope that a leaner, AI‑focused Intel can eventually compete with rivals. INTC finished Oct 3 2025 at $36.73, near its 52‑week…
6 October 2025
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Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By 2019, Alibaba unveiled its first in-house AI chip, the Hanguang 800, marking a milestone as Alibaba’s first-ever semiconductor product Medium…
17 September 2025
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Stock Market Today

  • PAL GROUP Holdings Boosts Year-End Dividend to ¥40, Enhancing Shareholder Value
    January 25, 2026, 9:48 AM EST. PAL GROUP Holdings (TSE:2726) announced a 33% increase in its year-end dividend to ¥40 per share, effective May 27, 2026, reflecting stronger sales and profits for the nine months ended November 2025. The move aims to reinforce the company's commitment to stable, profit-linked shareholder returns amid ongoing governance changes, including adjustments to directors and auditors post board meeting. While the dividend hike partially offsets recent share price weakness, key challenges remain, such as maintaining margins and managing leadership transition. Market analysts highlight a nuanced risk-reward balance, with fair value estimates ranging near ¥2,500, suggesting the stock may still be undervalued by 32% despite governance concerns. Investors are advised to monitor capital allocation and board independence as the company navigates these changes.
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