A broad retreat in European AI hardware stocks, led by a 13% drop in Soitec and 5% in ASML, signals a market…
Investors focus on the upcoming Fed rate decision and retail sales data as Alphabet's AI investments and Foxconn's bullish signal for Nvidia…
Piper Sandler initiates Nvidia with an overweight rating and a $300 target, banking on a 47% revenue CAGR while navigating potential regulatory…
SB Energy's upcoming IPO highlights the volatility of data-center development, as the firm balances a $430 billion revenue backlog against the risks…
The Invesco QQQ ETF offers young investors outsized long-term returns via AI-heavy mega-cap tech, but with higher volatility than the S&P 500,…
TSMC's 36% YTD gain tops all Magnificent Seven stocks as 2nm production ramps, Q2 revenue climbs 33.7% to $40.2B, and AI chip…
NVIDIA's $12.93 billion acquisition of Hugging Face extends NVDA beyond GPU sales into the open-source AI layer, adding 18 million developers and…
SpaceX's AI infrastructure thesis, reinforced by the $60B Cursor deal and Oppenheimer's $280 target, now carries a $15.83B quarterly capex burden and…
Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda to secure AI compute capacity, underscoring booming demand for Nvidia GPUs.
Nvidia's $3.5 billion investment in MediaTek signals a strategic move to bolster its AI chip capabilities and supply chain resilience.
Nvidia's $12.93 billion Hugging Face acquisition adds an 18-million-developer AI model platform and deepens its move from GPUs into AI software as…
A Bloomberg newsletter headlined by Nvidia's rally and Alibaba's slide captures a mixed session in global equities, with the Ambani family grabbing…