Nvidia’s H200 chips could be ‘sugar-coated bullets’ for China
Washington reportedly is considering allowing the export of Nvidia’s H200 graphics processing units (GPUs) to China, but Chinese…
Still the most important stock in the universe
Every cycle has a bellwether. Today it’s NVIDIA. We’re operating in a two-speed economy where the US consumer…
Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation…
‘Buying the dip has become a dangerous sport’ as nervous global share markets dive
Global financial markets are nervous. We know this because Wall Street’s fear index, the VIX, surged 12 per…
Why big pharma is teaming up with AI giants to speed up drug discovery and make work easier for health care workers
AI chip maker Nvidia’s fresh partnerships with Eli Lilly and Johnson & Johnson point to a broader trend…
Why big pharma is teaming up with AI giants to speed up drug discovery and make work easier for health care workers
AI chip maker Nvidia’s fresh partnerships with Eli Lilly and Johnson & Johnson point to a broader trend…
Nvidia earnings could shake that bump in your super
Global markets have painted themself into a corner and then got very nervous. Everything was at record highs…
I want the awesome Asus ROG Matrix Platinum RTX 5090, but I can’t afford the $3,999 asking price
Asus has finally revealed pricing for its limited-edition ROG Matrix Platinum RTX 5090 alongside a full spec and…
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
First Light News: Delayed US Data and Fed Uncertainty Pressure Risk Assets
Stateside, the USD ended the session on the ropes. Technically, I see little in the way of support…
The ‘Big Short’ Guy Shuts Down Hedge Fund Amid AI Bubble Fears
The Big Short guy is short on trust in the state of the current economy. Earlier this week,…
Softbank’s Nvidia dump signals return of ‘The Big Short’
Masayoshi Son’s sudden U-turn on chipmaking sensation Nvidia is fueling a bull market in questions about what, oh…