By Norihiko ShirouzuAutonomous-driving startup Wayve is riding a tide of investor interest.The London-based company has pulled in $2.8 billion from a roster of investors and strategic partners that includes big names across the technology and automotive sectors, from Nvidia NASDAQ:NVDA to Mercedes…
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterprises a new foundation for building autonomous and domain-specific AI agents.Anthropic’s Claude models in Microsoft Foundry — hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell…
NVIDIA’s fiscal 2027 H2 data-center revenue may run about 20% above consensus after HBM4 issues on Vera Rubin were resolved and wafer supply improved, aiding faster product ramps.N
THAT'S A LOT OF MEAT TO DIGESTIt seems President Donald Trump's son-in-law Jared Kushner and envoy Steve Witkoff arrived in Doha for top-level meetings, only to be stood up by Tehran. One very sticky, sticking point is the Strait of Hormuz and whether Iran gets to charge for passage, and it's far f…
By Wayne ColeAsian share markets started the new quarter in a cautious mood on Wednesday as talks between the United States and Iran hit new hurdles, while investors stayed alert for possible Japanese intervention as the yen plumbed fresh 40-year lows.Tehran said on Tuesday it would not meet with t…
A look at the day ahead in European and global markets from Wayne Cole.It's been a hesitant start to the new quarter in Asia, partly as the market digests the meaty gains made last quarter and partly as the U.S.-Iran talks are busy going nowhere.It seems President Donald Trump's son-in-law Jared Ku…
By Timothy GardnerCommonwealth Fusion Systems, a U.S. company attempting to generate electricity by replicating the process that fuels the stars, said on Wednesday it is joining a UK government program to demonstrate production of fuel for fusion reactors.
“The Big Short” investor Michael Burry on Tuesday said the semiconductor and AI-related stock rally has become extremely overvalued, similar to the dot-com bubble in 2000, and disclosed fresh short positions on Nvidia Corp., Applied Materials, Inc. and the iShares Semiconductor ETF (SOXX).Chip stoc…
By Miho Uranaka and Sam NusseyJapan's Kawasaki Heavy Industries TSE:7012 is finalising plans to raise about 200 billion yen ($1.23 billion) by issuing new shares and convertible bonds to fund capital expenditure, according to two sources familiar with the matter.The company will decide on the detai…
AI chip startup Etched said it has raised $800 million, adding fresh momentum to the race for AI inference chips as investors look for the next possible challenger to Nvidia NASDAQ:NVDA. The company also disclosed that its backers include Jane Street and VentureTech Alliance, a venture firm linked…
Nvidia (NVDA, Financials) rose after SemiAnalysis said the company's data center revenue could come in well above Wall Street expectations later this year.The research firm expects Nvidia's second-half fiscal 2027 data center computing revenue to be about 20% higher than current consensus forecasts…
Citigroup strategists have reported a sharp slowdown in retail investor activity across the Magnificent Seven, with trading participation falling to a four-year low after months of muted demand. Retail traders accounted for just 6% of total trading over the five days through Friday in Alphabet NASD…
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall StreetArtificial intelligence traded higher Tuesday, helping push major U.S. indexes into positive territory as investors returned to technology shares following last week's pullback. The gains came as chipmakers and s…
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthened in the sector's long-term growth prospects. With July set to begin, this is an appropri…
Taiwan authorities have widened their investigation into the alleged smuggling of Nvidia NASDAQ:NVDA chips into China through Super Micro Computer NASDAQ:SMCI servers. Investigators raided Super Micro's Taiwan office, several local affiliates, and the residences of six people on Monday, according t…
Nvidia (NVDA) stock rose on Tuesday. Shares of Nvidia were up 1.5% at $197.96 in early trading.Despite the gain, Nvidia has significantly underperformed the broader semiconductor sector.The stock is up roughly 5% year to date, compared with a 94% gain for the PHLX Semiconductor Index.The muted perf…
Europe is an emerging but promising market for self-driving 'robotaxis', with the technology set to become far more visible across the region over the next two years, the CEO of Israeli autonomous driving firm Autobrains said on Tuesday."I think 2026 and 2027 is going to be an inflection point for…
By Barbara KollmeyerHSBC sees no sign of 'exuberance' in the valuations of artificial-intelligence stocksInvestors doubt the strength and endurance of artificial-intelligence stocks against evidence to the contrary, say HSBC strategists.Barring a dramatic nosedive, the S&P 500 and Nasdaq Composite…
Tesla NASDAQ:TSLA faces another autonomy challenger as Wayve builds momentum with automakers, ride-hailing partners and major tech investors.Wayve recently signed a deal with Stellantis NYSE:STLA and Uber NYSE:UBER to explore Level 4 robotaxi deployments globally. It also signed an earlier agreemen…
