Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE proj...
Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrin...
Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed?
2 months agoCathie Wood appears to have made a sharp choice inside the same AI trade. ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shares...
Nvidia Says Its Cloud Customers Are Sitting on a $2 Trillion Backlog -- Here's What Nvidia's Cut Is Worth by 2028
2 months agoIts largest customers are expected to spend $1.3 trillion next year, and the chipmaker's share of that spending has remained about a quarter.
Nvidia 's acquisition of Hugging Face accelerates the chipmaker's push to dominate the broader AI ecosystem while placing it squarely at the center of...
The chip giant is making the purchase for almost $13 billion, bolstering their stake in open source AI models.
Nvidia (NVDA) is buying AI platform Hugging Face for $12.9 billion in a move that could extend Nvidia's reach in the AI ecosystem beyond being just a ...
Micron, Nvidia, and the September Effect: What 98 Years of Data Say Investors Should Do
2 months agoSeptember can be a tough month for stocks, but for AI investors looking at Micron and Nvidia, this may be a better time to check the fundamentals than...
Nvidia Sold Every Arm Share, but Its Vera CPU Still Uses Arm. Is That Really a Contradiction?
2 months agoNvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its e...
Microsoft CEO Nadella Sells $43 Million of Stock
2 months agoMicrosoft CEO Satya Nadella sold over $43 million worth of company stock under a pre-arranged trading plan, marking his first sale of the year. A Fo...
Nvidia's Q2 blowout, margin gains, and Hugging Face deal power its AI lead, with AWS/SpaceX partners and modest valuation. Click for this NVDA update.
The chipmaker just posted a great quarter, but a lot of its expected success is already priced into the stock.
Michael Burry doubles down on his surprising AI bet
2 months agoAugust was supposed to test whether Burry’s AI bet had merit. The market gave him a very clear answer.
Shares of Apple Inc. (NASDAQ:AAPL) have performed well so far this year. As of September 2, the stock has gained nearly 20% year-to-date, compared wit...
Stock Market Today: Dow Pops 600 Points As Jobs Data Looms; AI Server Name Falls (Live Coverage)
2 months agoStock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Nvidia stock rallies on its Hugging Face deal.
Apple faces a £2 billion ($2.7 billion) lawsuit brought by UK app developers who accused Thursday the US tech giant of giving its own advertising serv...
Nvidia Corp. (NASDAQ:NVDA) has confirmed its $12.93 billion acquisition of Hugging Face, betting that ownership of the world’s leading open-model hub ...
EQIX teams with NVIDIA and Together AI on Inference Exchange, aiming to speed enterprise AI deployment with flexible, efficient infrastructure.
Microsoft's AI Shake-Up Changes What Investors See
2 months agoThe new structure could reveal more about AI economics
Jefferies Revamps Apple Stock Target On Setback
2 months agoA key premium strategy may have just lost momentum
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