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David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD)…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI…
A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast…
It really doesn’t matter who made the statement if he or she really, really knows what they are talking about.…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server…
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market…
Jeff Bezos built one of the largest fortunes in history by dominating a roughly $7 trillion global ecommerce market. His…
Jason Calacanis used his perch on This Week in Startups to fire what he called a “final warning” at Y…
Jensen Huang is taking a hard stance. At GTC 2026 and on the All-In Podcast on March 16, the CEO…
Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number…
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names…
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales,…
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