U.S. midterms could widen AI data center divide
Gina Hinojosa takes the stage as she is announced as the next governor of Texas at her watch…
Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
AI buildout hits snag as Google and Microsoft hold capex forecasts
Sundar Pichai, CEO, Google and Satya Nadella, CEO of Microsoft. Denis Balibouse | Ruben Sprich | Reuters The…
More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
AI turmoil: neoclouds struggle, credit risks jump, Solidigm pulls IPO
CoreWeave founder and CEO Mike Intrator poses for a photo during the company’s initial public offering at the…
Nvidia CEO Jensen Huang says neocloud demand is ‘off the charts’
Nvidia CEO Jensen Huang told CNBC Thursday that demand for neocloud firms is “off the charts,” but scarce…
Gartner analyst warns about AI neccloud build-out
Wall Street research and advisory firm Gartner is standing by its forecast that $3.5 trillion in AI investment…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and AMD sank on Thursday, as stocks tied to the artificial intelligence trade across the globe…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
Michael Burry attends the premiere of “The Big Short” at Ziegfeld Theatre on November 23, 2015 in New…