Softbank Dumps 100% of Nvidia Shares
Softbank has sold its entire Nvidia stake, suggesting it believes that the better part of the AI chip giant’s run-up is behind it.
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Nvidia’s Huang Admits a Defeat in China
Nvidia CEO Jensen Huang says there are no active discussions about selling high-end AI chips to China. Nvidia remains caught in the U.S.-China trade war, perhaps forever.
Nvidia’s Huang Says China Will Win AI Race
Nvidia CEO Jensen Huang says China will win the artificial intelligence (AI) race. If he is correct about that, it is bad news for more than just Nvidia.
Badly Crippled IBM Can’t Be Fixed
Layoffs at IBM will not help it lead in artificial intelligence. The company has a history of letting opportunities to lead slip away, and now it is no longer relevant.
Nvidia’s China Defeat
Nvidia says it has “zeroed out” its revenue forecast for China. Nvidia is caught in a brutal battle between China and the United States for the upper hand in AI development.
Apple Is Failing in China
Apple just posted excellent quarterly results, which boosted the stock. Yet, its performance in China is poor for two main reasons.
Apple Crushed by Other Tech Stocks
Apple stock is trading near its all-time high. Yet it has underperformed most of the other Magnificent 7 stocks this year.
Nvidia Market Cap Nears $5 Trillion
Nvidia’s market cap is poised to hit $5 trillion after a flurry of new deals were announced. CEO Huang may announce more deals on his South Korea trip.
Nvidia Will Fall Apart, According to This Analyst
One analyst bucks the trend when it comes to Nvidia stock. Here's why the leading AI chipmaker’s prospects may not be so bright.
iPhone 17 Is a Big Win for Apple
The iPhone 17 has been a big success in both China and the United States. Apple investors have been heartened by the news.
Apple Can’t Fold a Foldable Phone
Rumors hint that Apple will launch a foldable phone with the iPhone 18 late next year. It is trying to catch up to archrival Samsung.
IBM Is America’s Worst Tech Company
IBM announced terrible quarterly results, and its stock promptly dropped sharply. It is too small to play an important role in the future of AI.
Cramer Recommends Apple
News of brisk sales of the iPhone 17 boosted Apple stock. So did Jim Cramer’s comments about the company’s strong brand and promising future.
AI Has Destroyed Apple’s Future
Apple is not only behind in the artificial intelligence (AI) race but so far behind that it cannot catch up.
Is Some of Nvidia’s Revenue Fake?
Nvidia’s $100 billion investment in OpenAI is raising questions. Will the chipmaker have to defend itself?