Michael Burry posted "The Don has fallen" at 12:06 AM ET, hours before Nvidia said Jensen Huang resigned, warning that "the key-man risk at NVIDIA always was a worry." Nvidia was at…
AJ Tiarsmith Two shocks to the AI infrastructure trade are landing hardest on Applied Digital (NASDAQ:APLD). Applied Digital stock is at $16.45 in Thursday morning trading, down 8%. The drop gives back the company’s…
An upbeat AI spending forecast from Gartner (NYSE:IT | IT Price Prediction) is losing a tug-of-war with a leadership shock at the top of the AI chip trade. Super Micro Computer (NASDAQ:SMCI)…
Jensen Huang’s exit as CEO has money rotating out of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and into its chip rivals. Leading that shift is Broadcom (NASDAQ:AVGO), a key supplier of custom…
Harvey C. Jones joined Nvidia's board in 1993 and on Thursday became its first-ever chair, leading the search for Jensen Huang's permanent successor. At Synopsys he handed the CEO job to founder…
Jeremy Phillips Alphabet stock just tumbled, yet one investor keeps buying faster. A quiet business inside Google may be draining spending from the market's favorite chipmaker, and Wall Street still prices the company as…
AMD's data center business nearly doubled, yet the sharpest challenge to its AI accelerator ambitions may come from a company that still buys its processors. Two earnings reports landed a week apart,…
The sudden leadership crisis at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is pulling Wall Street lower in early trading. Around 10:00 a.m. ET, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was down…
AMD posted a record quarter, then watched a brutal AI selloff erase a third of its value in weeks. Free cash flow is collapsing and inventory is piling up, so can the…
Drone and defense-tech stocks are giving back ground as investors look past the headline numbers in third-quarter results from Ondas Holdings (NASDAQ:ONDS). Ondas stock trades at $5.42 in morning trading, down 5%.…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed at $173.73 on November 11, 2026. That is 27.4% below its October 6 close of $239.24, which was the highest close in daily data going…
Joel South A record quarter is pulling Intuitive Machines (NASDAQ:LUNR) away from the rest of the space group amid a broad pullback in growth stocks. Intuitive Machines stock is at $14.19, up 16% in…
U.S.-listed Chinese tech stocks are under pressure as Washington moves closer to closing a key path to advanced AI chips. Alibaba (NYSE:BABA | BABA Price Prediction) stock is at $93.44 in early trading…
Colette Kress, Nvidia's CFO since 2013, became interim CEO after Jensen Huang resigned. Revenue grew from $4.13 billion to $216 billion on her watch; Nvidia was at $161.84 at 9:42 AM ET,…
Jeremy Phillips A 57-year-old wants software to pick the winners in his 401(k), but the fund collects its fee whether the algorithm wins or loses. One real AI-driven ETF offers an early look at…
