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NASDAQ:NVDA 5 November 2025 - 7 November 2025

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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

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 has directed state‑funded data centers to use only domestic chips and to strip out foreign silicon if projects are under 30% complete — a one‑two punch that sharply limits Nvidia’s near‑term China prospects. Reuters
7 November 2025
Stock Market Today 07.11.2025

Stock Market Today 07.11.2025

ENDEDLive coverage has endedEnded: November 8, 2025, 12:00 AM EST Shell Announces $3.5 Billion Share Buyback Across London and Netherlands Contracts November 7, 2025, 11:56 PM EST. Shell (SHEL) has launched a $3.5 billion share buyback program announced on October 30, 2025. The plan spans about three months and aims to complete before the company's Q4 2025 results, with repurchased shares to be canceled. The programme uses two irrevocable, non-discretionary contracts with a single broker, split equally between the London and Netherlands markets, each with a $1.75 billion cap. The maximum number of shares purchasable across both contracts is 500,000,000,
Dow Jones Today (Nov. 6, 2025): Stocks Slide as Tech Sells Off; Layoffs Surge and FAA Orders Flight Cuts Amid Shutdown

Dow Jones Today (Nov. 6, 2025): Stocks Slide as Tech Sells Off; Layoffs Surge and FAA Orders Flight Cuts Amid Shutdown

NEW YORK — Thursday, November 6, 2025. U.S. stocks fell sharply in late‑morning trading, with the Dow Jones Industrial Average down more than 400 points as renewed selling in mega‑cap tech weighed on the broader market. The Nasdaq led losses at nearly 2%, while the S&P 500 was lower by a little over 1%. Concerns over stretched AI‑linked valuations, a spike in announced layoffs, and mounting disruption from the federal shutdown kept risk appetite in check. MarketWatch+2The Wall Street Journal+2
US Stocks Slide on Nov. 6, 2025 as AI High‑Fliers Tumble — Is the AI Bubble Finally Bursting?

US Stocks Slide on Nov. 6, 2025 as AI High‑Fliers Tumble — Is the AI Bubble Finally Bursting?

U.S. equities opened lower Thursday and stayed soft through mid‑morning as the tech‑heavy growth trade sold off again. At 10:10 a.m. ET the Dow was down 266 points, the S&P 500 was off 37 points, and the Nasdaq weakened by 214 points. Information Technology led declines, with Apple, Microsoft, and Nvidia all lower. Reuters
AI Stocks Fall on November 6, 2025: Nvidia, AMD, Palantir Lead Slide as Valuation Jitters Return

AI Stocks Fall on November 6, 2025: Nvidia, AMD, Palantir Lead Slide as Valuation Jitters Return

U.S. stocks with heavy artificial‑intelligence exposure traded broadly lower on Thursday, Nov. 6, 2025, as a renewed tech sell‑off, lingering tariff and macro uncertainty, and fresh hand‑wringing over lofty AI valuations weighed on risk appetite. Major indexes slipped with Big Tech dragging, while a handful of software names bucked the trend. Reuters+1
NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Reuters reports that Huang’s “China will win” comment—made on the sidelines of the FT Future of AI Summit—was followed hours later by a clarification on X emphasizing that America can win by accelerating innovation and courting global developers, including those in China. He reiterated that policy should avoid ceding half the world’s AI developer base. The report also notes U.S. export controls remain a flashpoint; Nvidia hasn’t sought China licenses, and recent comments by the U.S. president about reserving top Blackwell chips for domestic customers underscore the policy uncertainty surrounding Nvidia’s fastest GPUs. Takeaway: today’s messaging tries to align geopolitics with Nvidia’s developer‑first strategy while sidestepping direct sales into China. Reuters
Nvidia’s Jensen Huang Warns “China Is Going to Win the AI Race” — Then Urges U.S. to “Race Ahead” (Nov. 6, 2025)

Nvidia’s Jensen Huang Warns “China Is Going to Win the AI Race” — Then Urges U.S. to “Race Ahead” (Nov. 6, 2025)

Summary: Nvidia CEO Jensen Huang said China is “going to win the AI race,” citing cheaper energy and lighter regulation, before clarifying in a later statement that China is only “nanoseconds behind” and that it’s “vital that America wins” by accelerating investment and growing its developer base. His remarks come amid continued U.S. curbs on advanced Nvidia chip sales to China and Beijing’s push to replace foreign AI chips. reuters.com+2axios.com+2
6 November 2025
Nvidia (NVDA) Stock Today, Nov. 5, 2025: Shares Rebound as China Tightens AI-Chip Rules; White House Bars “Blackwell” Exports

Nvidia (NVDA) Stock Today, Nov. 5, 2025: Shares Rebound as China Tightens AI-Chip Rules; White House Bars “Blackwell” Exports

Reuters reported today that Chinese regulators have ordered state‑funded data center projects to use only domestically made AI chips. Projects under 30% completion must remove foreign chips or cancel plans to use them; more advanced builds will be reviewed case‑by‑case. While the directive strengthens local suppliers, it raises uncertainty for foreign vendors like Nvidia—even as developers have favored Nvidia’s software ecosystem. Reuters
5 November 2025
Tech Stocks Plunge as AI Bubble Fears Trigger Global Market Rout

Tech Stocks Plunge as AI Bubble Fears Trigger Global Market Rout

Major stock indexes tumbled on Nov 5, 2025 amid AI valuations concerns and profit-taking. The Nasdaq fell about 2% and the S&P 500 around 1%, while the Dow lost ~0.5%reuters.com. Tech/AI giants plunged – e.g. Palantir –8%, Nvidia –4%, AMD –3.7%nasdaq.comreuters.com – after warnings that sky-high valuations may not hold. Wall Street heavyweights have warned of a coming market correctiontheguardian.comreuters.com. Asian markets led losses and Europe opened lower. Safe-haven assets stirred: the CBOE VIX spiked ~10%nasdaq.com and Bitcoin briefly dipped under $100,000theguardian.com. The U.S. government shutdown – now the longest ever – and upcoming tariffs hearing are adding uncertaintyreuters.comreuters.com. Many analysts call the selloff a “breather” or healthy profit-taking after a blistering tech rallyreuters.comtheguardian.com.
AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI-driven growth of hyperscale data centers is driving unprecedented power use – global data-center electricity demand is projected to double by 2030carbonbrief.org. Cutting-edge AI chips draw up to 1,200 watts each, so new racks can exceed 100 kW, far above historical normsspectrum.ieee.org. This surge is straining grids: U.S. utilities report contracts for 47 GW of new data centersreuters.com. Environmental impacts include rising carbon and huge water use: data centers now consume ~1% of global powercarbonbrief.org, and large AI sites can use millions of gallons of water per day for coolingeesi.org. In response, industry is racing to deploy immersion and liquid cooling, on-site power, and AI-driven thermal managementspectrum.ieee.orgnews.microsoft.com. Major tech players and utilities are deeply involved: e.g. Nvidia’s market cap topped $5 trillion in Oct. 2025reuters.com, Microsoft and Alphabet near $4Treuters.com, while utilities are lifting earnings forecasts on booming power demandreuters.comreuters.com.
QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

Invesco QQQ tracks the Nasdaq‑100, a market‑cap‑weighted index of the largest non‑financial companies listed on Nasdaq—meaning the fund is inherently tilted toward megacap tech and communication‑services platforms. That tilt has been a tailwind during AI‑led surges, but it also concentrates risk when investors question valuations. Invesco
Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Deutsche Telekom and Nvidia say the Industrial AI Cloud is designed as a “sovereign AI” platform—compute, networking and software kept in Germany, with industry‑grade security and compliance. Nvidia’s blog frames it as the “world’s first AI factory for industry,” blending Nvidia AI Enterprise, Omniverse and DGX‑class systems with Telekom’s cloud and network operations. NVIDIA Blog
Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

Nvidia’s AI accelerators built on Hopper and now Blackwell remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack advantage—CUDA software, NVLink/NVSwitch interconnects, and networking that plugs into hyperscale data centers. Bloomberg’s explainer today makes the point starkly: investors pushed Nvidia past $5 trillion in late October, and the company is “on course to report more net income this year than its two main rivals will chalk up in sales, combined.” Bloomberg
China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel pending procurements. Projects further along will be reviewed case‑by‑case. The directive, described by sources to Reuters, is among China’s most assertive steps to localize critical compute amid on‑off trade tensions and export controls with Washington. Reuters
‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

Nebius — the Amsterdam‑based AI‑infrastructure company created from Yandex’s non‑Russian assets — has become one of 2025’s most closely watched “neocloud” names. Its Nov. 11 Q3 print arrives amid a volatile week for the stock, but also against a backdrop of blockbuster contracts, aggressive capacity additions, and rising questions about how the AI data‑center boom is being financed across the industry. nebius.com+2Reuters+2
$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1
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AerCap Holdings

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Uber Technologies

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dLocal

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Tapestry

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