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Remember DeepSeek? China Could Have a New Nvidia Threat.
China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch. Scientists at universities in Shanghai and Beijing have developed a photon-based computing chip for artificial-intelligence training and inferencing that can outperform traditional silicon-based wafers, such as those produced by Nvidia the South China Morning Post reported. Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs, the report said, although its use case is tailored more for video production and image synthesis than broader AI workloads. Dec 31, 2025 - $CRWV
Rocket Lab, Micron, And CoreWeave Are Among the Top 10 Large-Cap Gainers Last Week (Dec. 22-Dec. 26): Are the Others in Your Portfolio?
These ten large-cap stocks were top performers last week. Are they a part of your portfolio? Rocket Lab Corporation (NASDAQ:RKLB) gained 15.5% this week after the company announced it launched its 21st Electron rocket of the year to deploy the latest satellite to space for multi-launch customer Institute for Q-shu Pioneers of Space. Also, Needham analyst Ryan Koontz maintained a Buy rating, raising the price forecast from $63 to $90. Lumentum Holdings Inc. (NASDAQ:LITE) gained 14.76% this week B Dec 30, 2025 - $CRWV
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