As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary
The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030.…
AI bubble? Big Short investor Michael Burry’s bold calls often miss the mark – The Irish Times
“He’s been right before. Few listened back then. They made a whole movie about it. Now, he sees…
Nvidia Invests $2 Billion in Synopsys to Broaden AI Design Partnership
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) has taken a $2 billion equity stake in Synopsys,…
Nvidia Stock Is Rising — AI Partnership With HPE Expands in Europe
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) edged about 1.5% higher on Monday morning after…
Nvidia announces new open AI models and tools for autonomous driving research
Nvidia announced new infrastructure and AI models on Monday as it works to build the backbone technology for…
One Just Partnered With Nvidia)
Billionaire Bill Ackman runs Pershing Square, a hedge fund that beat the S&P 500 by 24 points in…
Google’s surge shows how quickly AI narratives turn – The Irish Times
Google is winning the AI race – isn’t it? Recent headlines – “Why Google is winning the AI…
Where Will Nvidia Stock Be in 1 Year?
Nvidia’s stronger-than-expected results and sunny guidance weren’t enough to lift the stock. The chip giant is under some…
Is the “AI Hype Cycle” Just Beginning? Why the Biggest Gains Are Still Ahead
The AI boom is fueled by revenue growth and profits, unlike the dot-com bubble. Big tech is projected…
AI Stocks You Should Buy to Boost and Reenergize Your Portfolio
An updated edition of the Oct. 9, 2025, article. Artificial intelligence (AI) is transforming industries by allowing machines…
Michael Burry Takes on Nvidia’s AI Surge
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) just got a loud new critic, and it happens to…
Greg Jensen Echoes Michael Burry on Nvidia Chips With a Fresh AI Twist
Michael Burry of “The Big Short” fame has said some of the world’s largest AI companies are exaggerating…