South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea’s 512-GPU ‘AI for All’ program signals real demand for NVDA compute and SKHY memory…
Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test
Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25…
NVIDIA (NVDA)’s $20 Billion Groq Bet Goes Live This Year With New AI Racks
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed…
Broadcom vs. Nvidia: 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings
Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) are two of the biggest names in the chipmaking business. While…
Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There
Quick Read Barrs argues NVDA’s leadership is fading as AI broadens, with PLTR and MU rewarded for beating…
Nvidia confirms $13 billion acquisition of open-weight AI platform Hugging Face
Nvidia (NVDA) on Thursday confirmed its plans to acquire the open-weight AI platform Hugging Face for roughly $13…
Nvidia’s Scarcity Runs Out in Five Years: ‘A Chip Designed by OpenAI, by AI’
Quick Read NVDA posted $96 billion in Q2 revenue, up 106% year over year, but Visser warns its…
Exclusive: SpaceX Lays Groundwork For Turbine-Blade Factory to Solve Data Center Power Crunch – The Information
Exclusive: SpaceX Lays Groundwork For Turbine-Blade Factory to Solve Data Center Power Crunch The InformationSpaceX’s Turbine Blade Problem: Years…
BlackBerry Is Back, But This Time It’s About Cars, Robots, and AI
BlackBerry (NYSE:BB) stock is up more than 110% this year, and for the first time in a long…
Is Qualcomm The Next AI Stock To Surge?
Qualcomm (QCOM) is down nearly 23% year-to-date, weighed down by a pair of well-documented headwinds – Apple’s (AAPL)…
Want to retire from a soul-sucking job? Here are the financial factors to consider.
Published: Jan. 9, 2026 at 2:33 p.m. ET In the Help Me Retire column, Alessandra Malito answers questions from…
Tech’s biggest bull lists his top 5 AI stocks for 2026, and Nvidia isn’t one of them
Published: Dec. 30, 2025 at 12:17 p.m. ET Wedbush Securities analyst Dan Ives, widely considered one of the biggest…