Michael Burry, ‘The Big Short’ investor, on Friday disclosed an updated list of portfolio moves on Substack, adding to some short positions while increasing exposure to a handful of long holdings. The update showed Burry expanding his bearish bets on semiconductor-related names, adding to sports be…
Samsung Electronics (SSNLF), a South Korean company expanding semiconductor production and AI infrastructure, and SK Hynix (HXSCL), a South Korean memory-chip producer, are preparing to announce major agreements involving very large sums with leading U.S. technology companies during President Lee J…
NVIDIA NASDAQ:NVDA, a leading supplier of artificial intelligence chips, and Microsoft NASDAQ:MSFT, a major technology company and AI developer, have led a coalition of technology firms calling on US policymakers to support the development of open-weight artificial intelligence models. The group ar…
Chinese officials are seeking more clarity from Washington on the scope and potential outcome of planned artificial intelligence talks as the Trump administration increases pressure on China's rapidly growing AI industry. Vice Foreign Minister Ma Zhaoxu visited Washington this week with responsibil…
Advanced Micro Devices NASDAQ:AMD rose 1.5% in premarket trading Friday after several Wall Street analysts raised their price targets following the chipmaker's Advancing AI event, where the company outlined broader ambitions for its artificial intelligence portfolio.AMD NASDAQ:AMD drew positive com…
Nvidia (NVDA) CEO Jensen Huang posted on X for the first time ever on Friday, sharing a multi-company letter defending open-weight AI models and why they are critical to maintaining U.S. leadership in artificial intelligence."For my first post, I'm sharing a letter Nvidia signed on why open models…
Nvidia (NVDA) CEO Jensen Huang posted on X for the first time ever on Friday, sharing a multi-company letter defending open-weight AI models and why they are critical to maintaining U.S. leadership in artificial intelligence."For my first post, I'm sharing a letter Nvidia signed on why open models…
Issued on behalf of MindWalk Holdings Corp. (NASDAQ:HYFT)AUSTIN, Texas, July 24, 2026 /PRNewswire/ -- American News Group News Commentary - The race to bring artificial intelligence into drug discovery has become one of the most closely watched stories in both biotech and technology. Pharmaceutical…
Collaboration Will Provide World-Class AI Infrastructure, Research Funding, Internships and Joint Appointments to Advance Agentic AI Model Development for KoreaKAIST and NVIDIA LogosNews Summary:SANTA CLARA, Calif. and SEOUL, July 23, 2026 (GLOBE NEWSWIRE) -- NVIDIA and the Korea Advanced Institute…
Amkor Technology, Inc. (Nasdaq: AMKR) today announced a multi-year strategic partnership with NVIDIA to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms. Under the agreement, NVIDIA will provide a prepayment to support the exp…
Nebius Group NASDAQ:NBIS shares climbed 4% on Thursday after the AI cloud company said it had brought online and begun validating its first full Nvidia Vera Rubin NVL72 rack at its Finland data center.The deployment comes just days after Nvidia (NVDA) disclosed a 9.3% passive ownership stake in Neb…
Intel NASDAQ:INTC and AMD NASDAQ:AMD are reportedly locking in longer-term deals with Chinese data-center customers as server CPU shortages push prices sharply higher.Most of the agreements under discussion would cover about a year of supply, though some could run for two years or more, according t…
On-chain analyst Tom Wan said on X that Robinhood CEO Vlad Tenev's earlier view that meme coins and real-world assets have synergy is gradually becoming reality. According to Odaily, LONG() and Bankr launchpads have started issuing new tokens that trade directly against Robinhood stock tokens, and…
CoreWeave NASDAQ:CRWV and Nebius NASDAQ:NBIS received bullish initiations from Baird, which sees both companies benefiting from the rapid expansion of AI infrastructure.Baird launched coverage of CoreWeave with an Outperform rating and a $100 price target. Analyst Rob Oliver pointed to the company'…
Nvidia NASDAQ:NVDA shares rose about 2% on Wednesday after Bank of America projected the global server central processing unit market could expand to roughly $170 billion by 2030 as artificial intelligence infrastructure spending accelerates.Bank of America reiterated its Buy rating and $350 price…
Advanced Micro Devices NASDAQ:AMD, a semiconductor company competing in artificial intelligence computing, has agreed to invest up to $5 billion in Anthropic, the AI developer behind Claude, as the companies expand their relationship through a major chip deployment. Under the agreement announced We…
Samsung Electronics is reportedly in talks to invest hundreds of millions of euros in Mistral, Europe's most valuable AI startup, as part of a round that could value the company at roughly 20 billion. People familiar with the matter told the Financial Times that Samsung, already an investor through…
Arm Holdings NASDAQ:ARM gained another sign of momentum in the AI race after IDC reported that Arm-based rack-scale GPU servers have overtaken x86 systems as the leading accelerated computing platform.IDC said global AI infrastructure spending reached $89.7 billion in the first quarter and now expe…
Nvidia NASDAQ:NVDA supplier Wistron has opened its first U.S. AI server factory in Fort Worth, Texas, expanding the chipmaker's domestic manufacturing network as demand for AI infrastructure continues to surge.The 324,000-square-foot facility will produce Nvidia Grace Blackwell Ultra systems and ev…
Intel NASDAQ:INTC, a Santa Clara, California-based chipmaker supplying processors for data centers, saw its shares jump 8.6% on Tuesday after confirming plans to eliminate additional jobs and restructure its key data center group. The gain extended a rally that has more than doubled Intel's stock t…
