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NVIDIA is negotiating an anchor investment of up to $10 billion in Anthropic's planned IPO, targeting a $2.3 trillion valuation. The deal secures Anthropic's long-term hardware demand on NVIDIA's arc…
Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
Michael Burry has liquidated his December 2026 put options on Nvidia and Palantir to reduce portfolio risk. Concurrently, the 'Big Short' investor shared a macro thesis favoring bonded European fine …
The U.S. Justice Department has opened an antitrust inquiry into NVIDIA's licensing and talent agreement with AI startup Groq. Despite regulatory scrutiny over whether the deal sidestepped merger rev…
Amazon agreed to purchase up to $60 billion in AI data center chips from Qualcomm across multiple generations. As part of the partnership, Amazon receives $4 billion in stock warrants, while Qualcomm…
An opinion piece argues Nvidia could triple in value by 2030, citing its dominant AI GPU moat, the sticky CUDA software ecosystem, expansion into AI inference, and full-stack AI infrastructure capabi…
Nvidia is set to present at the Goldman Sachs Communacopia Conference on Sept. 10, highlighting its Vera Rubin platform rollout and expansion into standalone CPUs. Investors will monitor comments on …
Micron's explosive data center revenue growth and record margins underscore booming AI infrastructure demand. However, historical semiconductor cyclicality and potential oversupply present risks of m…
AMD expects its data-center business to double next year, driven by the MI450 accelerator ramp and Helios deployments with Meta and OpenAI. The company raised its 2030 AI addressable market to $2 tri…
AMD is accelerating AI adoption via MI355X deployments with partner Humain and revealing Ryzen AI Halo. Independent benchmarks show MI355X achieves approximately 80% of Nvidia B200 inference throughp…
Analyst projections highlight Nvidia's potential to reach $851 billion in annual net income by 2029, driven by an expected 64% EPS compound growth rate. Hyperscaler capex projections and multi-gigawa…
Nvidia agreed to acquire open-source AI platform Hugging Face for $12.9 billion, bolstering its software ecosystem. Meanwhile, Volkswagen announced 50,000 job cuts, gold surged over 2% as Fed rate hi…
Nvidia confirmed in a regulatory filing that Hugging Face will remain an open platform following its acquisition, allowing developers to continue working with competing silicon vendors.
NVIDIA announced a definitive agreement to acquire AI platform Hugging Face for approximately $11.9 billion plus up to $1.0 billion in employee equity retention. The deal strengthens NVIDIA's AI soft…
Fund providers are launching new ETFs targeting Asian semiconductor and AI hardware manufacturers in South Korea, China, and Taiwan. The trend highlights surging global demand for AI data center infr…
Broadcom projected $230 billion in AI revenue by 2028, exceeding market expectations according to Bernstein. Despite a premarket dip and worries over Google demand, expanding business with OpenAI and…
Broadcom surpassed Q3 earnings forecasts and projected surging AI chip demand over the next two years. Meanwhile, weaker U.S. labor data fueled expectations of a Federal Reserve interest-rate pause, …
Broadcom shares slipped 3.4% in after-hours trading despite an 86% year-over-year revenue surge. The chipmaker's third-quarter revenue and earnings met analyst estimates, but failed to deliver the ou…
Broadcom reported strong Q2 results with revenue rising 85.5% year-over-year to $29.59 billion and adjusted EPS beating consensus at $3.32. Although Q3 revenue guidance slightly missed analyst expect…
President Trump praised Nvidia and Micron as pillars of America's AI boom following record quarterly revenue from Nvidia. The article highlights strong semiconductor performance, index investing via …