Moonshot’s Kimi model leverages a 20,000 Nvidia GPU cluster from Alibaba Cloud, extending Nvidia’s reach into China’s AI boom and strengthening Alibaba’s…
Citadel's aggressive buying in AI stocks like NVDA halted the sector's downward spiral on Thursday, lifting major indices and signaling that big…
Anthropic's new initiative turns up competitive pressure on Nvidia, threatening its AI chip lead and potentially impacting its stock trajectory amid a…
Quanta Computer’s $2.2 billion equity offering seeks to capitalize on AI server demand, benefiting Nvidia’s chip production while pressuring Quanta shares.
Jensen Huang's endorsement of open-weight AI models signals Nvidia's strategic pivot to capture growth from democratized AI development and deployment.
China's DUV lithography breakthroughs threaten ASML's EUV monopoly and Nvidia's AI chip dominance as domestic alternatives advance, shrinking their Chinese revenue streams…
Crypto traders are turning AI stocks into their latest speculative vehicle, driving 24/7 trading volumes and valuation gaps reminiscent of meme tokens…
Moonshot seeks additional Nvidia GPUs for its next AI model, signaling continued enterprise demand and potential upside for Nvidia stock.
Nvidia's circular financing deals with AI customers raise red flags about revenue quality and long-term demand sustainability in the semiconductor sector.
Tech stocks keep sinking as AI euphoria evaporates, pushing fear gauges higher and dragging the Nasdaq-100 to fresh losses led by Nvidia’s…
Global semiconductor stocks plunged on mounting concerns that the AI boom is turning to bust, with Nvidia and AMD leading losses and…
India's IT sector is set to achieve its largest monthly outperformance against global chipmakers, signaling a potential rotation in tech sector leadership.