NVIDIA

Foxconn reported a 22% year-over-year revenue increase in Q4 2025, driven by strong demand for AI infrastructure. As a key manufacturer for Nvidia and a partner with OpenAI, Foxconn’s components and cloud computing segments saw significant growth. This performance, coupled with strategic investments and partnerships in AI development and data centers, has bolstered investor confidence and led to a substantial rise in its share price. The company anticipates continued high earnings due to robust AI rack shipment demand.

Nvidia is reportedly licensing AI inference technology from Groq for $20 billion, a deal that also brings Groq’s founder and leadership to Nvidia. This move strengthens Nvidia’s position in AI inference and potentially blocks competitors from accessing Groq’s technology. The strategy avoids antitrust scrutiny associated with acquisitions and bolsters Nvidia’s comprehensive AI offerings.

Nvidia is reportedly close to a $20 billion acquisition of AI chip designer Groq. This move would significantly enhance Nvidia’s AI hardware capabilities. Groq, known for its high-performance AI accelerator chips, recently secured substantial funding. The deal, if completed, would be Nvidia’s largest to date and reflects the intense demand for specialized AI silicon. Groq’s core assets are included, but its cloud business is excluded. This acquisition aligns with Nvidia’s aggressive strategy to dominate the AI ecosystem.

The S&P 500 is up, boosted by AI stocks like Nvidia and Broadcom. The U.S. announced a delay on tariffs for Chinese semiconductors, potentially easing trade tensions. Analysts see a buying opportunity in Meta Platforms, citing AI potential despite recent stock declines. Investors await jobless claims data, with the market closing early on Christmas Eve.

Stocks saw muted movement as rising bond yields offset strong GDP data, tempering Fed rate cut hopes. However, some believe a Trump-appointed Fed could accelerate rate cuts, benefiting equities. The CNBC Investing Club added Alphabet back to its watchlist, citing AI advancements and easing antitrust concerns. Nvidia’s stock recovery suggests recognition of its AI leadership, with its upcoming chip platform expected to be a catalyst. Other companies discussed include Prologis, ServiceNow, Johnson & Johnson, Reddit, and Tyson Foods.

The AI trade regained momentum, lifting Big Tech as Nvidia’s valuation appears attractive at 25x forward earnings. However, Nike tumbled on weak guidance, highlighting market sensitivity. Wells Fargo impressed with its M&A advisory growth, prompting an upgrade for financial stocks. Boeing also rose, with JPMorgan reiterating its “top pick” status on increased production expectations.

words.The S&P 500 slipped after a fresh high, driven by a tech‑stock rotation while materials, financials and industrials led gains; the Dow rose 1 %. Investors await the “Santa Claus rally” starting Dec 19. Key week‑long stories: Broadcom fell 11.5% on cautious AI‑chip demand; Oracle dropped further after delaying OpenAI data‑center projects; Nvidia secured limited export licences for a throttled AI accelerator to China; GE Vernova posted strong guidance on AI‑data‑center power‑equipment. Market focus now is Fed policy, AI‑chip supply‑chain dynamics, and enterprise‑software spending.

Nvidia denied reports that Chinese AI startup DeepSeek smuggled its advanced Blackwell chips, which the U.S. has banned from export to protect a strategic AI lead. While Nvidia investigates all leads, it says there’s no evidence of “phantom data centers.” President Trump has proposed allowing H200 chips to “approved” Chinese customers with a 25% U.S. revenue share, sparking bipartisan debate over technology‑transfer risks. DeepSeek’s low‑cost R1 model has risen quickly, highlighting competitive pressure on Western AI firms and the uncertainty of export controls.

.Nvidia received U.S. approval to export its second‑tier H200 GPUs to vetted Chinese customers for a 25 % treasury royalty, a move announced by President Trump. The H200, an upgraded version of the throttled H20, could add $25‑30 billion in revenue and lift EPS by $0.60‑$0.70, yielding a PEG below 1.0 and a forward P/E around 24×. Though Wall Street’s reaction was muted, analysts expect Chinese adoption to narrow the AI compute gap and boost Nvidia’s earnings despite lingering geopolitical risks.

U.S. authorities dismantled a China‑linked smuggling ring that moved over $160 million of export‑controlled NVIDIA H100 and H200 GPUs. Operation Gatekeeper led to the guilty plea of Texas businessman Alan Hao Hsu and his firm Hao Global, plus charges against New York‑based Fanyue Gong and Canadian Benlin Yuan for using falsified documents and “straw purchasers” to reroute chips to mainland China, Hong Kong and other prohibited sites. The bust underscores heightened enforcement of AI‑hardware export controls and the broader U.S.–China rivalry over advanced semiconductor technology.