Nvidia's $750 billion in AI-related deals has reignited fears of a circular financing loop, pressuring the stock as investors reassess the long-term…
Meta and Microsoft earnings week kicks off as AI spending concerns mount, with investors weighing the risk of margin compression against cloud…
Nvidia explores a $250 billion stake in OpenAI infrastructure, a move that would reshape AI competition and drive long-term chip demand.
Nvidia is set to inject $1 billion into South Korean internet leader Naver and widen its partnership with the SK Group, highlighting…
Wall Street confronts a triple threat: surging oil prices, escalating tariff disputes, and growing uncertainty around artificial intelligence investments.
Morgan Stanley’s SpaceX valuation note warns a $100 price would imply zero AI value, highlighting AI’s critical role in space exploration and…
The White House power czar's exit deepens policy risk for US markets as AI data center demand threatens grid stability and energy…
Nvidia and Microsoft lead a call for open-weight AI models after the release of Kimi, signaling a strategic push to standardize open…
Nvidia's $1.5 billion chip packaging accord with Amkor cements a long-term partnership to boost advanced packaging for AI chips, driving semiconductor supply…
Microsoft reportedly phases out OpenAI's image AI models in PowerPoint and Bing, switching to an alternative provider, marking a significant shift in…
AI-driven DeFi hack fears are overstated now but the window of safety is closing as AI hacking tools rapidly advance, posing a…
Alphabet’s Q2 earnings reveal surging AI capex, prompting investor warnings about profligate spending and sparking pressure on tech stocks as markets reassess…