Hello, everyone. This is New Directions, a series of discussions about the Trump administration’s first-quarter actions and what to watch.

Marvell reported modest earnings beats in Q4, lifted guidance, and secured key AI-related contracts. See why I upgrade MRVL ...

Custom AI chips with local partners The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Nvidia ...

It’s a big couple of weeks for U.S. Magnificent Seven giants as they gear up to report earnings in the midst of Trump-driven tariff ...

Jensen Huang, the CEO of Nvidia, met with Japanese Prime Minister Shigeru Ishiba on Monday and told him directly that Japan ...

Chamath Palihapitiya criticized Nvidia for circumventing U.S. export controls, enabling China to access advanced AI chips, and warned that the company's actions could undermine U.S. interests.

Since before Trump took office, many people have wondered how his administration will address AI regulation, something that ...

Investors, executives and Silicon Valley discount the influence of this vast and dynamic region at their peril.

Chinese state media, however, reported that the NVIDIA CEO's visit was at the invitation of a trade organization.

The Trump administration is considering a broader ban on DeepSeek in the US and is investigating how Nvidia chips ended up in ...

Just one day after unveiling restrictions on DeepSeek, Trump has gone one step further and blocked access to Nvidia AI chips.

Nvidia CEO meets DeepSeek’s founder in Beijing as U.S.-China tariff tensions stir new concerns over AI tech cooperation.