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…
5 Top Artificial Intelligence Stocks to Buy in November
Nvidia and Broadcom are building computing units to power the AI arms race. Taiwan Semiconductor is a key…
AI Superstars Nvidia and Palantir Are Teaming Up. Here’s Which Stock I’m Buying Now.
Nvidia’s GPUs are integrating Palantir’s software platform. Palantir’s stock has a premium price tag on it. Nvidia is…
Microsoft to Send 60,000 Nvidia AI Chips to UAE Data Centers
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) said it will supply more than 60,000 advanced Nvidia (NVDA)…
Global shares down as US government shutdown and AI anxieties take centre stage – The Irish Times
A risk-off week in global markets ended with most of the big stock indices falling on Friday as…
Nasdaq Falls as Worries Mount on Jobs and AI Valuations
A slide in big tech shares led a broad selloff Thursday, spurred by weak economic data and renewed…
Startups Find Amazon Chips Less Competitive Than Nvidia GPUs: Document
Amazon is counting on in-house AI chips to fuel its next phase of profitable growth. A recent internal…
Bubble or boom? What to watch as risks grow amid record market rally
An estimated half a trillion dollars was wiped out from the financial markets this week, as some of…