NVIDIA Corporation

Advanced Micro Devices, Inc.

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Nvidia and AMD made a deal with the U.S. government and agreed to give 15% of the proceeds from sales of certain chips in China in exchange for export licenses. Nvidia has been at the center of a conflict with China over allegations that its H20 AI chips are unsafe, which the company categorically denies. At the same time, hedge funds in the energy sector changed their long-term strategy: they started to actively short oil stocks and cut their bets against solar energy. These and other topics are discussed in the review of key events by the morning of August 11.

Highlights for the morning: Nvidia to share revenue with the U.S., SoftBank's bid and a play against oil

Tesla, Inc.

It is unwise for a company to spend resources on two different AI chips at the same time, its CEO Ilon Musk has said

Wells Fargo names two beneficiaries of Tesla's refusal to develop its own AI chips

Stagflation risks are underestimated and the "Magnificent Seven" will not hold the market back, says Thorsten Slock

Apollo's chief economist named three stock market risks that investors should be aware of

Tesla quotes in OTC trading went down after two days of growth

Tesla has shut down the Dojo supercomputer project. Who benefits from it?

D-Wave Quantum Inc.

Freedom Broker has put out a short-term trade idea to buy D-Wave Quantum, a maker of quantum computing systems, ahead of its earnings today, August 7. D-Wave's market value has already doubled this year, but Wall Street still sees room to grow further.

Freedom Broker says buy D-Wave Quantum ahead of earnings

Apple Inc.

Intel Corporation

Apple announced the largest investment in its history in American companies and manufacturing. Ilon Musk's SpaceX competitor Firefly Aerospace, a rocket company with a valuation of $6.3 billion, is entering the market. Donald Trump announced that he will impose a 100% duty on chip imports, and also raised tariffs on Indian goods to 50% in response to the purchase of Russian oil. On these and other topics - in our review of key events for the morning of August 7.

Taiwan Semiconductor Manufacturing Company Limited

The US will impose duties of 100% on chip imports, Donald Trump has announced. However, he maintains that the levies will not apply to companies that have pledged to manufacture semiconductors in the US. Nvidia shares and TSMC securities fell as much as 1.5% at one point in the postmarket, but quickly recovered the losses. Intel shares jumped more than 3%.

Trump threatened 100% duties on chip imports. Intel shares jumped by 3%

Meta Platforms, Inc.

Microsoft Corporation

Palantir Technologies Inc.

Analysts emphasized that the fourth industrial revolution is still in its early stages

Nvidia, Microsoft, Palantir: Wedbush named its favorites in AI for the rest of the year

AMD's adjusted gross margin could have been 54% instead of 43% if not for U.S. export restrictions

AMD increased revenue and gave a better-than-expected forecast, but the stock fell. What does this have to do with China?

A tug-of-war is developing in the market between seasonal weakness and downturn-buying investors

S&P 500 has its best day since May: stocks partially recovered from Friday's collapse

Broadcom Inc.

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts
