China’s Nvidia snub reveals the price of US chip controls
In the push and pull of contemporary US-China relations, few moves reveal more about shifting power balances than…
Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as computing demand surges
ByteDance plans to spend about 100 billion yuan (US$14 billion) on artificial intelligence chips from Nvidia in 2026,…
Can the AI Bubble Survive 2026 Credit Tightening and Reality Checks?
OpenAI, valued at $500 billion, expects $13 billion in revenue and a $5 billion loss in 2025. It…
Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race
AI stocks are heading into the final trading stretch of 2025 with a familiar vibe: enormous ambition, enormous…
Groq AI Inference Deal, Wall Street Targets Up to $352, and What to Watch Before Monday’s Open
NEW YORK, Dec. 28, 2025, 9:29 a.m. ET — Market closed (U.S. equities closed for the weekend) NVIDIA…
Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls
On December 24, 2025, a Christmas Eve headline jolted the AI hardware world: CNBC reported that Nvidia had…
Japan’s Rapidus set to rival TSMC and Samsung for chip supremacy
Rapidus, Japan’s effort to create a domestic chip-making alternative to TSMC and Samsung Foundry, is becoming a broad-based…
Nvidia to license AI chip challenger Groq’s tech and hire its CEO
Nvidia has struck a non-exclusive licensing agreement with AI chip competitor Groq. As part of the deal, Nvidia…
Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record
As of late morning on Wednesday, December 24, 2025, U.S. markets are trading through a holiday-thinned, shortened Christmas…
Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving
The AI stock story on December 23, 2025 isn’t just about “chips up, software up.” It’s about a…
Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)
Artificial intelligence stocks are closing out 2025 with a familiar mix of momentum, skepticism, and shifting geopolitics. On…
A chaotic ‘up-crash’ as markets and economic realities made for a turbulent 2025
AI. Market records. Tariffs. Penguins. TACO. It’s been a big year of economic shocks and surges as the…