‘We’re a lot closer to the seventh inning than the first or second inning’
A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its…
Top analyst on concerns about Nvidia fueling an AI bubble: ‘We’ve seen this movie before. It was called Enron, Tyco’
A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its…
IBM, Oracle and Nvidia Race to Scale Enterprise AI
For two years, the enterprise story on artificial intelligence centered on testing whether chatbots, copilots and generative models…
AI Isn’t A Bubble – It’s A Scarcity Supercycle
Shortage – not saturation – is powering hyperscaler capex, compute demand, and earnings. The AI Trade: Shortage, Not…
Nvidia Billion-Dollar AI Chip Shipment To UAE Suddenly Put On Hold
This article first appeared on GuruFocus. Oct 3 – Nvidia’s (NASDAQ:NVDA) planned multibillion-dollar chip exports to the United…
the race to match US tech
Ramping up its chip industry is a way for Beijing to beat restrictions imposed by Washington on exports…
3 Quantum Computing Stocks That Could Make a Millionaire
IonQ and D-Wave quantum deploy different quantum computing techniques than their peers. All of these stocks must transform…
AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake
By Max A. Cherney SAN FRANCISCO (Reuters) -AMD said on Monday it will supply artificial intelligence chips to…
Alphabet’s Gemini Breakthrough Shows That AI Leaders Could Still Have Decades of Growth Ahead
Alphabet’s artificial intelligence (AI) model, Gemini, achieved a significant milestone at a prestigious international competition. Gemini demonstrated AI…
Nvidia Partner Hon Hai’s Sales Rise 11% After Strong AI Demand
(Bloomberg) — Nvidia Corp.’s major server production partner Hon Hai Precision Industry Co. reported 11% growth in quarterly…
3 Top Quantum Computing Stocks to Buy in October
IonQ is the leading quantum computing pure play. Alphabet has nearly unlimited resources to develop a viable quantum…
The Nintendo Switch 2 reportedly supports two different versions of Nvidia’s DLSS offering
Nintendo’s next-gen console, the Switch 2, is also showcasing different versions of NVIDIA’s new DLSS (Deep Learning Super…