AI’s Big Guns Have a Serious Inflation Problem
Bloomberg opinion piece highlights how AI hyperscalers contend with chip cost inflation, threatening profitability and sector sentiment.
Bloomberg opinion piece highlights how AI hyperscalers contend with chip cost inflation, threatening profitability and sector sentiment.
Chip stocks surge as investors consider using options to buy into the rally with limited capital at risk.
Chip stocks extend their rally as the VanEck Semiconductor ETF jumps more than 30% in a single month, with traders dismissing valuation…
Nvidia stock slips as WSJ report casts doubt on OpenAI's growth, but traders bet on a rebound to record highs.
A volatility arbitrage strategy involving selling out-of-the-money puts in semiconductor stocks and buying S&P 500 put options is gaining traction among traders,…
Nvidia adds former Goldman Sachs vice chairman Suzanne Nora Johnson to its board, strengthening financial oversight at the leading chipmaker.
Silex Microsystems IPO pops as best European first-day since 2013, reviving chipmaker and Stockholm market momentum.