Exclusive | Anthropic, China and why Pax Silica architect thinks the US can keep the AI lead
The struggle between the US and China over who will lead in artificial intelligence is one of the…
Michael Burry Mocks Data Center ‘Fantasy’ In ORCL, NVDA, AMZN — But Trump Sees ‘Big, Strong, Bold’ Money Machines
Burry mocked the AI data center boom as a “fantasy,” targeting GOOGL, AMZN, META, ORCL, MSFT, CAT and…
Two AI Stocks, Two Price Targets: What’s Next for AMD and Palantir
Quick Read PLTR has crashed 25% year-to-date while AMD has surged 156%, yet both earn BUY ratings at…
Wall Street Says This Artificial Intelligence (AI) Stock Is Overvalued. Here’s Why I Disagree
The artificial intelligence (AI) revolution is in full swing, and several companies are capitalizing on it. The list…
Earnings, Inflation, Iran — What’s moving markets
Investing.com – U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran…
Nvidia Slashes AI Chip Buyer List as China Crackdown Intensifies
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) has reduced the number of Asian companies eligible to purchase…
Nvidia, Intel and Micron Rebound as Chip Stocks Shake Off War Fears
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and…
AI Is Much More Dangerous Than You Think
Quick Read Nvidia (NVDA) reached a $4.3 trillion market cap, up 1,020% in five years, as critics warn…
NVIDIA ‘Neural Rendering, World Models and Simulation’ Keynote Set for SIGGRAPH 2026
NVIDIA Research and Engineering leaders Neil Ashton, Ming-Yu Liu and Edward Liu will present the sponsored keynote “Next…
Price Prediction: The AI Momentum Basket: Nvidia, Palantir, AMD & Tesla. Our 2027–2029 Targets
Quick Read NVIDIA’s $400 target is the highest-conviction play in the AI basket, while AMD’s $750 needs just…
Nvidia’s Biggest Risk Isn’t Custom AI Chips From Broadcom or AMD — It’s Something That’s Hidden in Plain Sight
It’s no secret that artificial intelligence (AI) has been Wall Street’s hottest trend for years. Empowering software and…
Why is Nvidia, the world’s most valuable company, cheaper than chocolate maker Hershey? – The Irish Times
“Nvidia is world’s most valuable company and cheaper than Hershey” made for a striking Bloomberg headline, capturing the…