NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and dep
U.S. President Donald Trump and Vice President JD Vance’s 2025 financial disclosures just dropped, and the difference in their investment approach is staggering.For starters, Trump’s report as published by the U.S. Office of Government Ethics is a whopping 927 pages long, while Vance’s is just 17 p…
By Wen-Yee LeeSuper Micro NASDAQ:SMCI said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia NAS…
The US Federal Reserve has turned more hawkish than investors expected, reflecting the strength of the US economy and its determination to bring inflation back to its 2% target, says Ed Yardeni, President of Yardeni Research. Despite the shift in policy expectations, Yardeni remains bullish on both…
NVIDIA Corp NASDAQ:NVDA:
NVIDIA SAYS IT WILL TAKE A CUT OF SOME CUSTOMERS' CLOUD REVENUES- THE INFORMATIONNVIDIA OFFERS FINANCIAL BACKSTOPS FOR GPU PURCHASES, TAKING A CUT OF CLOUD REVENUE- THE INFORMATION
INVESTORS ROTATE INTO BANKS, SOFTWARE AS CHIP STOCKS TAKE A BREATHERThe main U.S. indexes ended modestly red in choppy trading on Wednesday as investors parsed Federal Reserve Chair Kevin Warsh's comments that inflation risks had eased.Warsh also said he will stick firmly to the U.S. central bank's…
Palantir Technologies NASDAQ:PLTR climbed in Wednesday trading after investors rotated back into artificial intelligence software stocks, while fresh developments involving Nvidia NASDAQ:NVDA and investor Michael Burry (Trades, Portfolio) added to the momentum.Shares of Palantir Technologies NASDAQ…
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer external customers access to AI computing power and models.The report sparked broad selling across AI-related names. Nvi…
By Valerie Volcovici and Timothy GardnerValar Atomics, a nuclear power startup, said on Wednesday it is partnering with Nvidia NASDAQ:NVDA to develop a small data center in Utah that the companies claim will show how computing facilities needed for AI can conserve water.California-based Valar annou…
Nvidia NASDAQ:NVDA, Palantir (NASDAQ:PLTR) and Apple NASDAQ:AAPL are drawing attention after the U.S. Office of Government Ethics released President Donald Trump's 2025 certified financial disclosure report.The filing runs 927 pages and shows Trump held large investments across stocks, ETFs and cry…
By Kevin T. DuganMichael Burry's big short on AI just got a whole lot bigger.Tesla, Caterpillar, semiconductor manufacturer Applied Materials and an ETF tracking chip makers are among the latest bearish bets announced by Burry, one of the heroes of Michael Lewis's financial-crisis saga, "The Big Sh…
By Kit NortonThe power of a new Nvidia partnership was on full display with Palantir Technologies this week.It was just Thursday that Palantir stock closed lower for a seventh-consecutive day, falling further and further below key technical levels.But that's in the distant past now, with the stock…
Together AI on Wednesday said it has raised $800 million in a funding round led by Aramco Ventures TADAWUL:2222, more than doubling the artificial intelligence startup's valuation to $8.3 billion.Founded in 2022, the startup's platform lets companies train and run AI workloads on open models such a…
JULY HAS BEEN GOOD TO U.S. EQUITY BULLS FOR 11 YEARS, CAN IT HIT 12?July has been kind to U.S. stock investors for more than a decade, and Wall Street analysts say this year's setup, marked by lower oil prices and strong seasonal factors, could make for another run-up.The S&P 500 CBOE:SPX has poste…
By David UbertiPresident Trump on Wednesday downplayed his more-than $2 billion surge in 2025 income, attributing the windfall to a booming stock market."You know why I'm profiting? Because the stock market is going up," he told reporters. "We're all profiting. I'm profiting because I have a lot of…
Palantir Technologies Inc. (PLTR) CEO Alex Karp on Wednesday touted the company’s latest partnership with Nvidia Corp. (NVDA) to deliver secure AI offerings to U.S. government agencies, enterprises, and allies worldwide.During an interview with CNBC, Karp argued that the frontier AI model developer…
President Donald Trump's latest financial disclosure shows multimillion-dollar investments in Apple NASDAQ:AAPL and Palantir Technologies NASDAQ:PLTR, alongside hundreds of other publicly traded assets, according to a Tuesday filing released by the U.S. Office of Government Ethics.The disclosure in…
By Barbara KollmeyerHighly regarded analysts say it's too early to call a top for chipsThe semiconductor top is not in, as hyperscalers, for one, can't stop spending, says Nomura.Given the blistering 80%-plus gain for the PHLX Semiconductor Index SOX in the second quarter, investors have understand…
By Adam ClarkNvidia was edging down early Wednesday amid a broader fall in technology stocks. The chip maker is still looking to establish a floor around the $200 level amid a recent selloff.Nvidia shares were down 0.7% at $198.79 in premarket trading. The stock rose 2.6% on Tuesday but remains dow…
