Brian Klo, Morningstar's equity strategist, expressed a bearish outlook on Nvidia's China business, while maintaining a positive view on its prospects in developed markets.

China is shifting from factory to innovator: China is actively transforming from a low-cost manufacturing hub to a global ...

Nvidia (NASDAQ: NVDA) generated more of its revenue in China than it did in the United States. But as the artificial ...

On April 29, 2025, at the 4th Huawei Innovative Data Infrastructure (IDI) Forum in Munich, Germany, Huawei launched the AI ...

Huawei has begun selling a powerful AI chip cluster to Chinese clients, positioning it as a costly but viable Nvidia ...

Good morning, tech fam; here are some quick tech updates for you to catch up on to! What’s New Today: Huawei Unveils Ascend ...

This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's ...

The H20 graphic processing unit (GPU) was specifically designed for sale in the Chinese market to comply with US export ...

Nvidia’s May earnings could make or break tech markets as Wall Street anticipates the report. Here’s what to expect.

Nvidia was once worth over $3 trillion and was the most valuable stock on the market, but has lost over a half trillion ...

The Trump administration has blocked Nvidia's chip sales to China, but Huawei is already stepping up with its own AI ...

NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.