In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observe...
In-Depth Analysis: NVIDIA Versus Competitors In Semiconductors & Semiconductor Equipment Industry
2 months agoAmidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and i...
Michael Burry Calls Nvidia-Hugging Face Deal A ‘No-Brainer’ — Wall Street Sees New Threat For OpenAI And Anthropic
2 months agoMicrosoft, Alphabet, CrowdStrike and other tech leaders welcomed the deal, spotlighting open models’ accessibility and security benefits.
TrendForce reports iPhone 18 Pro memory costs surged 400%, pointing to a roughly $100 price increase next week.
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI h...
Nvidia's investments grow to $99 billion as chip giant becomes major backer of AI companies
2 months agoNvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers and infrastructure companies across the sector.
Robinhood Now Runs 13 Revenue Lines Above $100 Million a Year. A 2-Month-Old Network Could Be Next.
2 months agoWall Street's new price targets lean on a diversification story. The company's own filings mostly back it up.
Microsoft’s latest disclosure reveals how much is riding on AI
Microsoft Has Proven That An ROI Is Possible
2 months agoMicrosoft is driven by robust AI monetization, resilient ROI on hyperscaler capex, and unmatched enterprise moats. Find out why MSFT stock is a Buy.
NVIDIA Corporation (NASDAQ:NVDA) has agreed to acquire Hugging Face for approximately $12.93 billion, making it one of Nvidia’s largest acquisitions. ...
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Nvidia Made a 57-Year-Old Oregon Couple Rich. Now One Stock Is the Biggest Risk to Their Retirement
2 months agoYears of buying and holding a single chip maker turned one Oregon couple's brokerage account into their largest asset by far, bigger than their home a...
Nvidia's server CPU business is going to multiply over the next couple of years.
Why Microsoft Stock Is Up Today
2 months agoInvestors appreciate transparency.
Nvidia’s $12.93 Billion Hugging Face Deal Expands Jensen Huang's AI Platform Beyond Chips
2 months agoNvidia is paying $12.93 billion for Hugging Face, the open-source AI hub used by more than 18 million developers and 200,000 companies.
Yorkville Ives’ Partner and Senior Managing Director, Dan Ives, expects Apple Inc.‘s new CEO John Ternus to usher in mergers and acquisitions, the cru...
Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?
2 months agoNvidia’s $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters. The companies announced the investment and pr...
Microsoft Finally Reveals Azure's $29.4 Billion Core
2 months agoThe disclosure exposes Azure's real scale while making future market-share changes impossible to hide behind percentages.
Rosenblatt Doubles Down on Nvidia After Massive Deal
2 months agoThe acquisition may be about far more than software
AI cloud Nscale ignites robotics flywheel with Figure, deploying Nvidia's Vera Rubin in 2027
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