Nvidia and Microsoft rally on AI-driven earnings beats while Intel and legacy tech names slump, highlighting a major split in the technology…
Nvidia and SpaceX spearheaded record US investment-grade bond sales in June as corporations capitalized on strong investor demand and low borrowing costs.
Nvidia stock faces a double blow as share price weakness coincides with Kalshi traders predicting a decline in the company's chip prices,…
SpaceX's multibillion-dollar computing deal with Reflection AI highlights surging demand for AI hardware, likely lifting chip stocks.
Groq’s $650 million funding round powers its pivot to AI inference chips, setting the stage for intensified competition with Nvidia in the…
Nvidia's push to improve humanoid robot safety underscores its strategic expansion into the robotics market, potentially driving long-term demand for its AI…
Nvidia’s AI dominance previously quashed benchmark competitions among chipmakers, but the CPU performance race is now bringing them back, reigniting traditional chipmaker…
Amazon plans to sell its Trainium AI chips to other companies, escalating competition with Nvidia in the high-stakes AI semiconductor market, Bloomberg…
Amazon’s plan to sell Trainium and Inferentia AI chips to external customers aims to erode Nvidia’s data center GPU monopoly, opening a…
Polen Capital lost $50 billion of potential returns by overweighting Adobe and ignoring Nvidia’s AI-fueled rally in a high-stakes growth fund miss.
A Florida stock-picker’s Adobe bet cost $50 billion as Nvidia’s AI-driven rally left their portfolio behind, raising questions about active management and…
SpaceX and Tesla inch closer to a combination, raising questions about competitive threats to Nvidia.