3 Artificial Intelligence (AI) Stocks to Load Up On in August
August has just begun, but the events in late July and early August have really shaken up the…
SpaceX’s 10 GW Nvidia Vera Rubin Bet: The Compute Landlord Thesis Scales to $100 Billion
SpaceX has set a new ceiling for AI infrastructure. During its inaugural earnings call as a public company…
Elon Musk says SpaceX will build exclusively with Nvidia, touts space-based AI servers
SpaceX (SPCX) is all-in on Nvidia (NVDA). CEO Elon Musk told investors during the company’s first-ever earnings call…
Two Israeli universities rank among top 30 global producers of AI talent, startups
Two Israeli institutions — Haifa’s Technion-Israel Institute of Technology and Tel Aviv University — have earned spots among…
Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia
Mark Cuban and Michael Burry warned the AI boom is worryingly reliant on Nvidia after so many deals.…
Explainer-What are credit default swaps and why are they spooking AI investors?
By Amanda Cooper July 29 (Reuters) – Shares in companies driving the AI boom have been under pressure…
This AI startup has roughly 50 employees, no product and has never published a word of research. It’s worth $32 billion
Most startups need a product, paying customers and a believable path to profitability before investors start throwing billions…
SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations
(Bloomberg) — SK Hynix Inc.’s (SKHY) quarterly profit rose a smaller-than expected 557%, adding to heightened fears that…
AI boom will sustain Hong Kong’s export surge, lift GDP outlook, economists say
Hong Kong’s export surge will extend into the coming months, driven by the global AI boom, economists have…
NVIDIA Pursues $750 Billion in New AI Deals Despite Financing Scrutiny
This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the dominant producer of artificial intelligence processors, is pursuing more…
Should Apple Be Worth More Than Nvidia? Yes
Quick Read Apple’s 23% stock surge this year against Nvidia’s 10% closes a market cap gap that once…
Jensen Huang Signed Toyota, Fanuc, Kioxia, and 5 Other Japanese Industrial Giants Into Nvidia’s Physical AI Coalition This Week. Nvidia Has $1 Trillion in Confirmed Demand Through 2027.
Nvidia (NASDAQ: NVDA) stock is up 12% year-to-date, outperforming the Nasdaq’s roughly 9% return at the time of…