Nvidia’s Troubling Behavior Should Worry Investors
Nvidia’s $100 billion investment in OpenAI ought to worry investors. Can its revenue grow without such deals?
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Will Nvidia Run Out of Money?
Nvidia has become the banker to the world of artificial intelligence. One analysis shows the industry will need $2 trillion to support server farm activity in the next five years.
Nvidia’s Revenue Can’t Double Anymore
Nvidia revenue will no longer double each year. The AI chipmaker faces headwinds it did not face a year ago.
Musk’s xAI Worth $200 Billion
Elon Musk’s xAI is a mash-up of the social media company X and his xAI particular intelligence company. When the two were thrown together in March, X was given a valuation of $33 billion,…
iPhone 17 Hits Stores Today, With Shares Down YTD
As Apple’s new flagship iPhone 17 hits stores, its stock is underperforming the S&P 500. Will consumers buy the new iPhone without Apple AI?
Nvidia May Never Return to China
Nvidia has nearly lost access to the Chinese market and may never return. China has decided not to depend on a U.S. product in the AI race.
Apple’s Crippled China Sales
iPhone sales in China are shrinking, and Apple now ranks sixth in market share there. Headwinds include a lack of AI and tariff concerns.
TikTok Is a Waste of Money for Oracle
Oracle is a rumored buyer of TikTok, even though the Chinese social media company would seem to be a very poor fit with Oracle's portfolio.
Nvidia Gets Slammed by China
Chinese antitrust authorities have slammed Nvidia. However, this action may not hurt much the chipmaker’s tiny sales in China.
Nvidia Being Thrown Out Of China
The idea was that as AI grew in China, its companies would need the most powerful AI chips. The supplier of these was to be Nvidia (NASDAQ: NVDA | NVDA Price Prediction). China might…
iPhone 17 Is Junk
The iPhone 17 launch failed to impress, with too little upgrade and too many smartphone alternatives out there for buyers. Apple stock took a hit.
Google Will Save Apple
Apple is reportedly considering using Google’s AI product, since it has yet to release its own. Apple and Google each have a reason for such a partnership.
OpenAI To Burn $115 Billion–That’s All?
Tech media site The Information says OpenAI, arguably the global AI leader, will burn through $115 billion by 2029. It also stated that the figure is up from $80, when the previous numbers were…
Apple to Launch iPhone 17 Next Month
Apple has announced a September 9 launch for the iPhone 17. However, its AI-based iOS is not due out until next year.
Nvidia Thrown Out of China
China would prefer AI chips made by local manufacturers over those from Nvidia. Can CEO Jensen Huang broker peace between the U.S. and Chinese authorities?