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Lower interest rates are supposed to be good news for technology stocks and crypto. But there is a wrinkle in the AI boom: The companies building the infrastructure are increasingly borrowing long-term to buy assets that can become obsolete far faster. That turns the bond market into an increasingly important test of t
U.S. stocks climbed at midday Friday, with the Nasdaq 100 leading and reaching new record highs, after a much weaker-than-expected September jobs report pared bets on further Federal Reserve rate hikes. Chip stocks led the move as Nvidia Corp. (NASDAQ: NVDA ) hit a record high at $237.88 per share. Nonfarm payrolls ros
Wall Street closed the week riding a semiconductor rebound that pushed the AI infrastructure trade back into favor, even as a spike in Treasury yields tested the rally’s staying power. Advanced Micro Devices Inc. (NASDAQ: AMD ) supplied the week’s biggest milestone. Shares surged as much as 10% on Monday, pushing the c
Elon Musk is preparing another massive expansion of AI computing capacity, saying xAI's Colossus 2 cluster could more than double its current number of Nvidia chips by year-end. The timetable underscores just how aggressively Musk is scaling AI infrastructure across his businesses and gives Nvidia…
By Connor HartElon Musk's artificial-intelligence company, xAI, aims to more than double the count of Nvidia chips at its massive data-center campus near Memphis, Tenn., before the end of the year.xAI has already built a massive data center in the Bluff City, which it calls the world's largest supe…
CPU Fever Please click here for an enlarged chart comparing NVIDIA Corp (NASDAQ: NVDA ) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Note the following: The chart shows that king of AI NVDA has returned 20.11% year to date. The chart shows that commodity ETF PDBC has returned 46.39% year t
CEO Jensen Huang said on a U.K. trip that he expects Nvidia to sell “twice as many” chips next year, Barron’s reports.
Jensen Huang expects Nvidia to sell roughly twice as many chips next year as this year, signaling AI demand remains strong.
Pennsylvania Governor Josh Shapiro has criticized President Donald Trump ‘s administration for allegedly assisting China in the artificial intelligence (AI) race. Shapiro, speaking at the AI Horizons 2026 Summit in Pittsburgh on Thursday, claimed that the Trump administration’s actions contradicted its own calls for th
CEO Jensen Huang said Nvidia anticipates 2027 chip shipment and sales volumes nearly doubling versus 2026.
Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in the first quarter of 2026 to 30,000 as of June 30. Meanwhile, Third Point exited its entire stake in
Nvidia CEO Jensen Huang said the company’s compute is “fungible, durable and highly rentable,” calling it a productive, revenue-generating asset after an H100 rental-price post cited a 22% monthly rise to $3.28 an hour.
Taiwan Semiconductor said it is sharply increasing equipment purchases and building about 20 factories as AI demand and data-center growth push capacity needs higher.
Nvidia reported fiscal second-quarter revenue of $96.22 billion, above the $92.11 billion estimate, with adjusted EPS of $2.22 versus $2.09 expected and third-quarter revenue guidance of $108 billion.
Former hedge fund manager Whitney Tilson said Nvidia shares could double in the next year or two if projected revenue materializes, but he also flagged the risk of an AI bubble burst and rising supply commitments.
Marvell Technology fell nearly 8% premarket after its Q2 results and raised outlook, as investors focused on valuation concerns. The company posted revenue of $2.74 billion and adjusted EPS of 94 cents, and lifted next-quarter guidance.
During its second-quarter earnings call, Nvidia leadership rejected criticism that its investments and financing arrangements create circular financing to boost chip demand.
NVIDIA shares rose 7.41% to $225.19 in premarket trading after the company reported second-quarter revenue of $96.22 billion and adjusted EPS of $2.22, both above estimates, and issued third-quarter revenue guidance of $105.84 billion to $110.16 billion.
Nvidia rose 7.41% pre-market after strong second-quarter results and robust revenue guidance. Micron, Intel, AMD and Broadcom also advanced, while Nvidia cited supply constraints and greater visibility across the supply chain.
NVIDIA Corp. reports second-quarter earnings after the bell today, with a 5 p.m. ET call, as analysts expect about $2.09 a share on roughly $92 billion of revenue.
Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion estimate, while adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85.
Anthropic’s revenue increased 14x in Q2 from a year ago to $11.5B, while the piece also flags a Chinese AI system targeting Nvidia’s CUDA moat and mixed early money flows in major tech names.
SK Group Chairman Chey Tae-won said SK Hynix is not overly dependent on one customer and called Nvidia its most important customer while describing demand for memory as explosive.
The July consumer price index rose 0.1% month-over-month and 3.4% year-over-year
Martin Shkreli says CoreWeave is a short due to large debt and thin cash flow
CoreWeave posts $2.58 billion in Q2 revenue, up 112% year-over-year, and raises full-year guidance
Super Micro Computer (NASDAQ: SMCI ) has wavered this year and is underperforming the broader market. It has risen by 3.9% this year, while the blue-chip Nasdaq 100 and S&P 500 indices have jumped by double digits. It remains 75% below its all-time high. SMCI Stock Has Become a Bargain Super Micro’s performance has mad
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest technology companies. The S&P 500 a
Economist Mohamed El-Erian said Wednesday that growing strains in the artificial intelligence financing boom extend beyond any single company, warning that surging borrowing needs from technology companies and persistent government deficits are reshaping credit markets. A Two-Way Feedback Loop El-Erian, in a post on X,
Intel Corp. (NASDAQ: INTC ) stock gained in premarket trading on Friday after the chipmaker reported stronger-than-expected second-quarter results and issued third-quarter guidance above analyst estimates. Beats Estimates, Raises Outlook The chipmaker beat second-quarter expectations, with revenue rising 25% year over