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Nvidia CEO Jensen Huang reiterated confidence in 70% revenue growth, driven by AI compute demand exceeding supply. Nvidia is shifting to full-stack AI systems with higher-priced Rubin architectures a…
Nvidia jumped over 4% on reports of advanced talks to acquire AI platform Hugging Face for $14 billion. Major U.S. stock indices closed mostly higher despite persistent interest rate hike concerns an…
SK hynix announced a $28.6 billion share buyback and cancellation program following massive 257% revenue growth. Supported by surging HBM4 shipments and strong demand visibility from AI customers, th…
Futures dropped as oil surged to $90 and Google and Tesla fell on earnings and heavy capex concerns, while AI hardware stocks gained on continued demand optimism.
Google and Tesla shares fell after earnings due to heavy capital spending concerns, while AI hardware stocks rose. Dow futures edged higher overall.
NVIDIA unveiled its next-gen 'Vera Rubin' platform, delivering 7 exaflops of AI performance. While NVIDIA shares remained flat, the announcement triggered a major rotation into hardware partners like…
NVIDIA unveiled its next-gen 'Vera Rubin' platform, triggering a hardware supply chain rally. Despite the technical innovation, NVIDIA's stock remained flat as investors rotated capital out of softwa…
The S&P 500 retreated from record highs as geopolitical tensions in the Middle East drove energy costs higher, overshadowing AI sector gains. Despite positive momentum in chip and software stocks, ma…