March has handed AI investors something they rarely get: a pullback! Market have been sliding this week as investors fret over rising oil prices and concerns tensions in Iran could spill over…
“Marvell tech had $1 billion more in sales than anyone thought. It’s involved directly with the data center. It’s got optical, it’s got fantastic equipment.” That was Jim Cramer on Friday morning,…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and…
Just when you thought Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and its legendary founder and CEO Jensen Huang had their fill of intriguing AI deals, the GPU titan makes another pair of…
Joey Frenette CNBC’s Kristina Partsinevelos put it plainly after Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reported earnings this week: “Broadcom just did what Nvidia couldn’t explain.” That’s the whole story. But let’s unpack why…
The U.S.-China trade war delivered an early gut punch to Nvidia (NASDAQ:NVDA | NVDA Price Prediction). What began as a promising growth engine — China once accounted for a sizable and rapidly…
Rich Duprey A new framework for controlling AI chip exports is circulating inside the U.S. government, with significant implications for Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and Qualcomm…
We’re into March, and volatility has returned to markets. Geopolitics aren’t helping. The Dow Jones Industrial Average is down 2.24% today on fears the Iran War could lead to a prolonged increase in…
OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN | AMZN Price Prediction), NVIDIA (NVDA:NVDA), and SoftBank. Leading the way was Amazon with an investment…
David Beren NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) expected to sell its H200 chips in China, and it expected to sell a lot of them. The deal has been on and off again…
Douglas A. McIntyre Live Updates Let's Make a Deal12:33pm ETNetflix may have bowed out of the Warner Bros bidding, but it’s making another deal. The content streaming giant has acquired AI filmmaking platform InterPositive, whose…
Oil is up double digits in a month, the VIX is sitting at 23.57, and Reddit is calling it “Black Swan Territory” — yet the retail crowd holding NVIDIA, Meta, and Microsoft…
David Beren Live Updates NVIDIA Shares Are Down 1.6% in Afternoon Trading While Consumer Staples Sink 2:40pm ETToday has turned into a route across the market. Interestingly, tech isn’t leading the sell-off. NVIDIA is down about…
A popular question amongst us investors is where billionaires choose to invest their money. Elon Musk is a globally known billionaire, and while he doesn’t consider himself an investor, there are a…
Jensen Huang just drew a line in the sand on how far Nvidia is willing to go with OpenAI, and the number is a lot smaller than what was floated just a…
William Temple 
