Healthcare ultimate hedge against AI correction, Kepler Cheuvreux says
Key Points Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the…
Nvidia-backed startup Luma AI announces major London expansion
Nvidia-backed video generation startup Luma AI is joining a growing wave of U.S. tech companies launching operations in…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
(Bloomberg) — For two decades, the playbook for Big Tech was fairly simple and extremely successful: Create disruptive…
The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’Â head…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp.’s stock slid after the Information reported that Meta Platforms Inc. was in talks to…
Markets could face ‘everything bubble’ as selloff rages on
Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets.…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Eli Lilly hits $1 trillion market value, first for health care company
A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March…