NVIDIA Corp

• Taiwan will invest $250 billion in U.S. chipmaking under new trade deal - The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday.
• Asia-Pacific markets trade mixed as investors await Bank of Korea decision - Asia-Pacific markets traded mixed as investors awaited a policy decision from the Bank of Korea.
• Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge - The H200's performance has been exceeded by two generations of Nvidia chips currently in production, the Blackwell and Rubin.
• Data center REIT CEO says real estate ‘not in an oversupply state’ - Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects.
• SK Hynix to invest $13 billion in new plant amid memory chip shortage - South Korea's SK Hynix will invest 19 trillion Korean won into a new advanced packaging plant, as the company attempts to meet growing memory demands.
• How we navigated the market’s winning week amid Trump's Truth Social surprises - Wall Street shook off a barrage of uncertainty.
• Behind Anthropic's stunning growth is a sibling team that may hold the key to generative AI - Daniela Amodei has helped build Anthropic into a serious AI player by betting on safety and enterprise adoption.
• AI memory is sold out, causing an unprecedented surge in prices - Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
• Jim Cramer says don’t trade Apple and Nvidia as money rotates into overlooked stocks ahead of earnings season - Jim Cramer says a broad market rally is underway, with money rotating out of Apple and Nvidia and into overlooked stocks ahead of earnings season.
• Intel stock rises after Trump touts 'very successful' CEO, applauds government's investment - In a post on Truth Social, President Trump said he just met with Intel CEO Lip-Bu Tan, and applauded the company for launching a processor in the U.S.