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"uuid": "d5bde4d5-7a2b-4ab5-a8cc-98a7e9df4270",
"title": "Блинкен отпугнет китайские банки от России, бигтех не в лучшей форме, возврат валютной выручки продлят",
"description": "США усилят давление на китайские банки, работающие с Россией",
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"snippet": "США усилят давление на китайские банки, работающие с Россией. Цель — выжать максимум из...",
"url": "https://thebell.io/blinken-otpugnet-kitayskie-banki-ot-rossii-bigtekh-ne-v-luchshey-forme-vozvrat-valyutnoy-vyruchki-prodlyat",
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"published_at": "2024-04-23T07:37:01.000000Z",
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"highlight": "ИНВЕСТИЦИИ\n\nБигтех не в приоритете\n\nНа текущей неделе квартальной отчетности UBS понизил до нейтральной рекомендацию по топ-6 компаний бигтеха (Alphabet, <em>Apple</em>, Amazon, Meta, Microsoft и Nvidia). Это отражение негатива в выручке, падения сравнительной привлекательности и действия циклических факторов.",
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"highlight": "ИНВЕСТИЦИИ\n\nБигтех не в приоритете\n\nНа текущей неделе квартальной отчетности UBS понизил до нейтральной рекомендацию по топ-6 компаний бигтеха (Alphabet, Apple, Amazon, Meta, Microsoft и <em>Nvidia</em>). Это отражение негатива в выручке, падения сравнительной привлекательности и действия циклических факторов.",
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"highlight": "На прошлой неделе технологический индекс Nasdaq 100 испытал самое большое падение за полтора года, <em>Nvidia</em> в пятницу утратила 10% капитализации.\n\n… а к Китаю можно присмотреться\n\nUBS повысил рекомендацию по китайским акциям до overweight.",
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"highlight": "ИНВЕСТИЦИИ\n\nБигтех не в приоритете\n\nНа текущей неделе квартальной отчетности UBS понизил до нейтральной рекомендацию по топ-6 компаний бигтеха (Alphabet, Apple, Amazon, Meta, <em>Microsoft</em> и Nvidia). Это отражение негатива в выручке, падения сравнительной привлекательности и действия циклических факторов.",
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"title": "FPT to Shape the Future of AI and Cloud on a Global Scale in Collaboration with NVIDIA By Investing.com",
"description": "FPT to Shape the Future of AI and Cloud on a Global Scale in Collaboration with NVIDIA",
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"snippet": "HANOI, Vietnam--(BUSINESS WIRE)--Global leading IT firm FPT today announced a comprehensive strategic partnership with NVIDIA (NASDAQ: ), aiming to offer a one-...",
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"highlight": "HANOI, Vietnam--(BUSINESS WIRE)--Global leading IT firm FPT today announced a comprehensive strategic partnership with <em>NVIDIA</em> (NASDAQ: ), aiming to offer a one-stop shop for AI & Cloud consisting of AI products, GPU infrastructure, tech experts, and domain expertise for clients in Vietnam and all FPT's presence areas.",
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"highlight": "View the full release here: https://www.businesswire.com/news/home/20240422007290/en/\n\nThe MoU signing ceremony took place in Hanoi, Vietnam, with the participation of FPT and <em>NVIDIA</em> senior executives (Photo: Business Wire)\n\nFPT plans to invest USD 200 million in building an AI factory that will serve as a sovereign cloud.",
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"highlight": "These will feature NVIDIA's latest technologies, including <em>NVIDIA</em> AI Enterprise software and frameworks and <em>NVIDIA</em> H100 Tensor Core GPUs.",
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"highlight": "As part of the collaboration, FPT has joined the <em>NVIDIA</em> Partner Network as a Service Delivery Partner and aims to become a Global Systems Integrator, leveraging the full potential of NVIDIA's cutting-edge products and technologies to develop bespoke cloud services, hardware, software, and most importantly, generative AI solutions.",
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"highlight": "FPT further intends to collaborate with <em>NVIDIA</em> on opportunities to develop cloud gaming with <em>NVIDIA</em> GeForce NOW in Vietnam.\n\nSpeaking at the signing ceremony, Dr. Truong Gia Binh, FPT Corporation Chairman and Founder, affirmed: FPT is committed to Digital transformation, AI, Cloud, and Education.",
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"highlight": "FPT strives to enhance our R&D competence and establish a comprehensive platform for state-of-the-art products and services built on AI and Cloud that exceeds global demands, working to achieve its vision to turn Vietnam into an AI hub of the world through collaboration with <em>NVIDIA</em> in technology, business development, and training.",
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"highlight": "See disclosureor\n\nKeith Strier, <em>NVIDIA</em> Vice President of Worldwide AI Initiative, said: By accelerating innovation in healthcare, agriculture, climate, manufacturing, and more, AI has the potential to improve lives and strengthen the economies of every nation.",
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"highlight": "FPT is working with <em>NVIDIA</em> to empower organizations across Vietnam to drive transformation, helping the country become an AI nation.\n\nAbout FPT Corporation\n\nFPT Corporation (FPT) is a globally leading technology and IT services provider headquartered in Vietnam. FPT operates in three core sectors: Technology, Telecommunications, and Education.",
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"title": "China reportedly bought Nvidia AI chips embedded in Super Micro, Dell servers",
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"snippet": "Chinese research institutes have been able to buy Nvidia's (NASDAQ:NVDA) high-end artificial intelligence chips through resellers, according to tender documents...",
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"highlight": "Chinese research institutes have been able to buy Nvidia's (<em>NASDAQ:NVDA</em>) high-end artificial intelligence chips through resellers, according to tender documents reviewed by Reuters, underscoring the challenges the U.S. faces in restricting chip exports to China.",
"sentiment": 0.2023,
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"highlight": "An <em>Nvidia</em> (NVDA) spokesperson said the tenders show that the products were exported before U.S. restrictions and \"are a negligible fraction of the products sold worldwide.\"",
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"highlight": "The U.S. has banned <em>Nvidia</em> (NVDA) and its partners from selling high-end chips to China, including via third parties, but the sale and purchase of these chips are not illegal in China, the report noted.\n\nThe U.S. Commerce Department said its Bureau of Industry and Security is monitoring diversions of restricted chips and potential breaches.",
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"highlight": "China reportedly bought <em>Nvidia</em> AI chips embedded in Super Micro, Dell servers",
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"uuid": "d353f237-0131-4be7-ab15-7d9330130cfd",
"title": "Exclusive-China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show By Reuters",
"description": "Exclusive-China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show",
"keywords": "",
"snippet": "By Eduardo Baptista, Fanny Potkin and Max A. Cherney\n\nBEIJING/SINGAPORE (Reuters) - Chinese universities and research institutes recently obtained high-end Nvid...",
"url": "https://www.investing.com/news/stock-market-news/exclusivechina-acquired-recently-banned-nvidia-chips-in-super-micro-dell-servers-tenders-show-3389946",
"image_url": "https://i-invdn-com.investing.com/news/moved_LYNXMPEHAH0WT_L.jpg",
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"published_at": "2024-04-23T03:35:43.000000Z",
"source": "investing.com",
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"symbol": "NVDA",
"name": "NVIDIA Corporation",
"exchange": null,
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"highlight": "Cherney\n\nBEIJING/SINGAPORE (Reuters) - Chinese universities and research institutes recently obtained high-end <em>Nvidia</em> (NASDAQ: ) artificial intelligence chips through resellers, despite the U.S. widening a ban last year on the sale of such technology to China.",
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"highlight": "A Reuters review of hundreds of tender documents shows 10 Chinese entities acquired advanced <em>Nvidia</em> chips embedded in server products made by Super Micro Computer (NASDAQ: ) Inc., Dell Technologies Inc.",
"sentiment": 0.7096,
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"highlight": "While the U.S. bars <em>Nvidia</em> and its partners from selling advanced chips to China, including via third parties, the sale and purchase of the chips are not illegal in China.\n\nThe 11 sellers of the chips were little-known Chinese retailers.",
"sentiment": 0.6664,
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"highlight": "Contacted by Reuters, <em>Nvidia</em> said the tenders specify products that were exported and widely available before the restrictions. \"They do not indicate that any of our partners violated the export control rules and are a negligible fraction of the products sold worldwide,\" a spokesperson said.",
"sentiment": -0.4215,
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{
"highlight": "Daniel Gerkin, a Washington-based partner at law firm Kirkland & Ellis, said <em>Nvidia</em> chips could have been diverted to China without a manufacturer's knowledge, given a lack of visibility into downstream supply chains.",
"sentiment": -0.3182,
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"highlight": "<em>Nvidia</em> said systems built with its graphic processing units (GPUs) - chips that break computer tasks into smaller pieces and process them together - and resold by third parties must comply with U.S. restrictions.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
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{
"highlight": "It did not respond to subsequent questions about tenders that identified its products as a source of banned <em>Nvidia</em> chips. Taiwan's economy ministry said it expected Taiwanese companies to respect U.S. export controls.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
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"highlight": "Reuters last year reported that an underground trade in <em>Nvidia</em> chips had emerged in China, as evident at Shenzhen's Huaqiangbei electronics market in June, before the U.S. widened its curbs. On a return visit in December, the vendors who had spoken to Reuters months earlier had gone, and other sellers said they did not know why they left.",
"sentiment": 0,
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"highlight": "Exclusive-China acquired recently banned <em>Nvidia</em> chips in Super Micro, Dell servers, tenders show By Reuters",
"sentiment": 0.3612,
"highlighted_in": "title"
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{
"symbol": "SMCI",
"name": "Super Micro Computer, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 14.649618,
"sentiment_score": 0.25,
"highlights": [
{
"highlight": "A Reuters review of hundreds of tender documents shows 10 Chinese entities acquired advanced Nvidia chips embedded in server products made by <em>Super</em> <em>Micro</em> <em>Computer</em> (NASDAQ: ) Inc., Dell Technologies Inc.",
"sentiment": 0.25,
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{
"symbol": "DELL",
"name": "Dell Technologies Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 19.30714,
"sentiment_score": 0.6872,
"highlights": [
{
"highlight": "., <em>Dell</em> <em>Technologies</em> <em>Inc</em>. (NYSE: ) and Taiwan's Gigabyte Technology Co Ltd after the U.S. on Nov. 17 expanded the embargo to subject more chips and countries to licensing rules.\n\nSpecifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28.",
"sentiment": 0.6872,
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"symbol": "12DA.DE",
"name": "Dell Technologies Inc",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 16.317413,
"sentiment_score": 0.6872,
"highlights": [
{
"highlight": "., <em>Dell</em> <em>Technologies</em> <em>Inc</em>. (NYSE: ) and Taiwan's Gigabyte Technology Co Ltd after the U.S. on Nov. 17 expanded the embargo to subject more chips and countries to licensing rules.\n\nSpecifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28.",
"sentiment": 0.6872,
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{
"symbol": "DELLC.MX",
"name": "Dell Technologies Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 16.317465,
"sentiment_score": 0.6872,
"highlights": [
{
"highlight": "., <em>Dell</em> <em>Technologies</em> <em>Inc</em>. (NYSE: ) and Taiwan's Gigabyte Technology Co Ltd after the U.S. on Nov. 17 expanded the embargo to subject more chips and countries to licensing rules.\n\nSpecifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28.",
"sentiment": 0.6872,
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"symbol": "0A7D.L",
"name": "Dell Technologies Inc.",
"exchange": null,
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"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 16.317516,
"sentiment_score": 0.6872,
"highlights": [
{
"highlight": "., <em>Dell</em> <em>Technologies</em> <em>Inc</em>. (NYSE: ) and Taiwan's Gigabyte Technology Co Ltd after the U.S. on Nov. 17 expanded the embargo to subject more chips and countries to licensing rules.\n\nSpecifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28.",
"sentiment": 0.6872,
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"symbol": "D1EL34.SA",
"name": "Dell Technologies Inc.",
"exchange": null,
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"type": "equity",
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"match_score": 16.317669,
"sentiment_score": 0.6872,
"highlights": [
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"highlight": "., <em>Dell</em> <em>Technologies</em> <em>Inc</em>. (NYSE: ) and Taiwan's Gigabyte Technology Co Ltd after the U.S. on Nov. 17 expanded the embargo to subject more chips and countries to licensing rules.\n\nSpecifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28.",
"sentiment": 0.6872,
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{
"uuid": "f3fd0f62-01ea-48c5-ae9f-ba8ce1288230",
"title": "Analiza 5️⃣ wykresów spółek zagranicznych – Spółki z sektora technologii elektronicznych",
"description": "Analityk techniczny Janusz Grabowski podjął się analizy spółek notowanych na indeksie NYSE z sektora technologii elektronicznych, które ostatnio weszły w mocniejszą korektę. W zestawieniu znalazły się spółki: Texas Instruments Inc., Broadcom Inc., Nvidia, Nothrop Grumman Corporation oraz Qualcomm Incorporated.",
"keywords": "nvidia, broadcom, qualcomm, texas instruments, Komentarze AT",
"snippet": "Analityk techniczny Janusz Grabowski podjął się analizy spółek notowanych na indeksie NYSE z sektora technologii elektronicznych, które ostatnio weszły w...",
"url": "https://www.sii.org.pl/17266/analizy/komentarze-at/analiza-5-wykresow-spolek-zagranicznych-spolki-z-sektora-technologii-elektronicznych.html",
"image_url": "https://www.sii.org.pl/static/img/017266/nvidia-1360.jpg",
"language": "pl",
"published_at": "2024-04-23T07:12:11.000000Z",
"source": "sii.org.pl",
"relevance_score": null,
"entities": [
{
"symbol": "QCOM.MX",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 34.9545,
"sentiment_score": null,
"highlights": [
{
"highlight": "., Nvidia, Nothrop Grumman Corporation oraz <em>Qualcomm</em> <em>Incorporated</em>.\n\nTexas Instruments Inc. – NASDAQ\n\nNotowania Texas Instruments znajdują się w długoterminowym, szerokim tredndzie bocznym. Aktualnie kurs oparł się o wsparcie okolic 159 $. Wczorajsza sesja była odbiciem od tego poziomu.",
"sentiment": 0.2732,
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{
"symbol": "AVGO",
"name": "Broadcom Inc.",
"exchange": null,
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"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 33.316654,
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"highlights": [
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"highlight": "., <em>Broadcom</em> <em>Inc</em>., Nvidia, Nothrop Grumman Corporation oraz Qualcomm Incorporated.\n\nTexas Instruments Inc. – NASDAQ\n\nNotowania Texas Instruments znajdują się w długoterminowym, szerokim tredndzie bocznym. Aktualnie kurs oparł się o wsparcie okolic 159 $. Wczorajsza sesja była odbiciem od tego poziomu.",
"sentiment": 0.128,
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{
"symbol": "AVGOP",
"name": "Broadcom Inc.",
"exchange": null,
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"country": "us",
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{
"highlight": "., <em>Broadcom</em> <em>Inc</em>., Nvidia, Nothrop Grumman Corporation oraz Qualcomm Incorporated.\n\nTexas Instruments Inc. – NASDAQ\n\nNotowania Texas Instruments znajdują się w długoterminowym, szerokim tredndzie bocznym. Aktualnie kurs oparł się o wsparcie okolic 159 $. Wczorajsza sesja była odbiciem od tego poziomu.",
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"symbol": "NVDA",
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"highlight": "., <em>Nvidia</em>, Nothrop Grumman Corporation oraz Qualcomm Incorporated.\n\nTexas Instruments Inc. – NASDAQ\n\nNotowania Texas Instruments znajdują się w długoterminowym, szerokim tredndzie bocznym. Aktualnie kurs oparł się o wsparcie okolic 159 $. Wczorajsza sesja była odbiciem od tego poziomu.",
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"symbol": "QCOM",
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"highlight": "., Nvidia, Nothrop Grumman Corporation oraz <em>Qualcomm</em> <em>Incorporated</em>.\n\nTexas Instruments Inc. – NASDAQ\n\nNotowania Texas Instruments znajdują się w długoterminowym, szerokim tredndzie bocznym. Aktualnie kurs oparł się o wsparcie okolic 159 $. Wczorajsza sesja była odbiciem od tego poziomu.",
"sentiment": 0.7579,
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"title": "Zscaler Research Finds 60% Increase in AI-Driven Phishing Attacks By Investing.com",
"description": "Zscaler Research Finds 60% Increase in AI-Driven Phishing Attacks",
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