Shares of CoreWeave Inc. (CRWV) were in focus on Monday after analysts at Morningstar stated in a note that the company’s close relationship with Nvidia Corp. (NVDA) makes CoreWeave a go-to choice for customers.The firm also downplayed concerns of Meta Platforms Inc.’s (META) planned move into the…
The VanEck Semiconductor ETF (SMH), iShares Semiconductor ETF (SOXX), and Direxion Daily Semiconductor Bull 3X Shares (SOXL) saw the largest weekly inflows of any exchange-traded funds, marking a first for the semiconductor sector, according to Senior ETF analyst Eric Balchunas."The top 3 ETFs by w…
Goldman Sachs expects recent turbulence in artificial intelligence stocks to settle as corporate earnings remain supportive of the broader market. Strategist Ben Snider said strong profits and improving forecasts could help the bull market withstand swings in momentum-driven technology shares.Goldm…
NVIDIA backed about $250B in financing to support OpenAI’s Ohio data center lease, a move traders watch for potential balance-sheet and exposure implications for NVDA.NVIDIA (NVDA)
OpenAI cut prices on two GPT-5.6 models by as much as 80%, intensifying the artificial-intelligence industry's price war as enterprise customers demand better economics from increasingly expensive deployments. The move could accelerate model adoption and cloud usage, but it also raises questions ab…
Michael Burry (Trades, Portfolio) is sharpening a stark market divide, adding to beaten-down consumer, healthcare and gambling stocks while expanding bearish bets against Nvidia NASDAQ:NVDA, Micron Technology NASDAQ:MU and the broader semiconductor sector. The latest moves suggest the Big Short inv…
Microsoft NASDAQ:MSFT added nearly $450 billion in market value Thursday, posting the largest one-day gain on record for a company after its earnings and cloud outlook convinced investors that aggressive artificial-intelligence spending is beginning to produce meaningful returns. The 15%-plus rally…
Situational Awareness, the $20 billion hedge fund founded by former OpenAI employee Leopold Aschenbrenner, has reportedly sought to raise fresh capital from investors after suffering heavy losses during the recent rout in AI stocks.The development comes close on the heels of reports saying that the…
NVIDIA (NVDA): CEO Jensen Huang warns advanced AI memory shortages may last years. Strong data‑center demand continues, sustaining sales and pressure on AI processor supply for tra
Michael Burry disclosed his latest portfolio moves on Thursday. Burry added to some of his existing holdings while expanding short positions tied to AI and semiconductor names. ‘The Big Short’ investor increased his stakes in DraftKings, Flutter, Zoetis and Lululemon, while adding to his Nvidia put…
Taiwan Semiconductor Manufacturing NYSE:TSM is reportedly developing an advanced chip-packaging process resembling Intel's NASDAQ:INTC EMIB technology, escalating competition over one of AI infrastructure's most important bottlenecks. The move could help TSMC retain customers seeking cheaper or mor…
Shares of Nvidia (NVDA)-backed Nebius (NBIS) rallied on Thursday morning, on track to register their biggest single-day gain of 2026, amid a broader rally across the market after Microsoft (MSFT) earnings lifted sentiment.NBIS stock rose nearly 30% in morning trade and was among the top trending on…
New Delhi, July 30 -- Globally fancied stocks of some chipmakers have been battered lately. On Wednesday, Asian markets fell, with South Korea leading the losses. Its Kospi index dropped by over 11% and has now lost more than two-fifths of its value since its peak in June. Taiwan's market index sli…
AI chip stocks traded lower Wednesday after SK hynix (SKHY) reported second-quarter results that fell short of market expectations, even as the company said demand for AI memory chips remained strong.SK hynix posted second-quarter revenue of 79.32 trillion won, up 257% from a year earlier, while op…
Nvidia NASDAQ:NVDA remained in focus Wednesday after Wedbush said rising memory costs are reshaping the chipmaker's upcoming product lineup and could continue pushing graphics card prices higher,Wedbush analyst Matt Bryson said Nvidia is expected to reduce memory capacity in its next-generation Ver…
Wolfe Research senior analyst Chris Caso said Nvidia Corp. (NVDA) and Broadcom Inc. (AVGO) are taking on a new source of long-term risk by backstopping financing for key AI customers.During an interview with CNBC, Caso expressed concern that this backstop strategy creates liabilities that leave him…
NVIDIA (NVDA) CEO Jensen Huang met U.S. Commerce Secretary to discuss export controls, China chip shipments, U.S. AI supply chain resilience, and planned early access to advanced m
Samsung Electronics (SSNLF), a major South Korean memory-chip producer, fell 13.4% on Tuesday, while SK Hynix (HXSCL), a leading supplier of high-bandwidth memory chips used in AI systems, dropped 14.7%. Samsung recorded its worst one-day decline in almost two decades, while the combined selloff he…
Nvidia NASDAQ:NVDA could face additional financial risk if it provides backing for a large OpenAI data center project in Ohio, although the arrangement may strengthen its long-term position in the artificial intelligence market, according to a research note from Wedbush.The brokerage said reports o…
Chinese artificial intelligence startup Moonshot AI is seeking access to more of Nvidia Corp.'s (NVDA) advanced Blackwell chips to train its next-generation Kimi K4 model.According to a report by The Information citing people familiar with the matter, Moonshot is planning a significantly larger suc…
