Opinion: Only one analyst has a sell rating on Nvidia — and he says ‘it feels fantastic’
Brett Arends is an award-winning financial writer with many years experience writing about markets, economics and personal finance.…
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
Big Tech’s Soaring Profits Have an Ugly Underside: OpenAI’s Losses
Traders work on the floor of the New York Stock Exchange. – Michael Nagle/Bloomberg News Investors take a…
Exclusive | How a Chinese AI Company Worked Around U.S. Rules to Access Nvidia’s Top Chips
JAKARTA, Indonesia—President Trump made clear earlier this month that he doesn’t want Nvidia NVDA 0.33%increase; green up pointing…
AMD flips the script on Nvidia with bold new vision
Whenever Advanced Micro Devices (AMD) CEO Lisa Su steps onto the stage, it isn’t just about updating investors;…
Is China about to win the AI race?
Hello and welcome to Eye on AI…In this edition: Is China about to win the AI race?…AI reasoning…
China’s Moonshot claims to build models with fewer high-end AI chips than US rivals use
In a three-hour-long “ask me anything” session on Reddit on Monday evening, a Moonshot AI representative with the…
Why new model of China’s Moonshot AI stirs ‘DeepSeek moment’ debate
Beijing-based Moonshot AI, a start-up valued at US$3.3 billion and backed by Chinese tech giants like Alibaba Group…
TSMC Just Blinked–Is the AI Chip Boom Finally Slowing Down?
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) just hit a speed bump in its…
3 Stocks That Will Benefit Most From the AI Data Center Power Boom
Nvidia provides the chips that power tomorrow’s data centers. TSMC’s foundries are earning more revenue from data center…
Can Rigetti Computing’s (RGTI) NVIDIA Partnership Reshape Its Edge in Quantum-AI Integration?
Rigetti Computing recently announced its collaboration with NVIDIA to support NVQLink, an open platform enabling integration of AI…
The ‘Big Short’ Guy Just Bet $1.1 Billion Against AI Giants—And Markets Are Still Absorbing It
Michael Burry, the investor (of “The Big Short” fame) who correctly predicted the 2008 housing crisis, disclosed a…