Stock Movers Nvidia H200 Chips; GE Vernova Rises After Boosting Buyback; Palantir Deal with US Navy
Dec 10, 2025
ByteDance and Alibaba are eyeing large orders for Nvidia's H200 chips, following a pivotal export approval. Meanwhile, GE Vernova's shares soared after announcing a $10 billion buyback and doubling its dividend, which boosted investor confidence. In a significant move, Palantir Technologies has secured a deal with the U.S. Navy to enhance submarine production, leveraging its analytics to identify supply-chain bottlenecks.
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Chinese Demand Could Unlock H200 Sales
- Reuters reports ByteDance and Alibaba could place large orders for Nvidia's H200 if China permits imports.
- The market hasn't rallied much on the news despite H200 being ~six times more powerful than prior chips.
Market Lukewarm On Nvidia China Move
- Nvidia's stock only shows slight gains despite the China export change and possible large H200 orders.
- Market participants seem underwhelmed about near-term impact on Nvidia's valuation.
GE Vernova Benefits From Electrification Surge
- GE Vernova doubled its dividend, boosted its buyback to $10 billion, and raised profit margin guidance.
- Shares jumped as the company rides rising electricity demand from data centers and AI-driven electrification.