reuters
Nvidia names Anna Soellner as new corporate communications chief - Axios
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NVDA, AAPL Stocks In Focus: Foxconn Beats Q2 Revenue Estimates But Sounds Caution On Geopolitics
Taiwan’s Foxconn, formally known as Hon Hai Precision Industry, on Sunday reported strong June sales, lifting its second-quarter revenue above expectations, while also offering a subtle warning of the geopolitical and other risks looming on the horizon.Foxconn is a key manufacturer for Apple and Nv…
Asian shares gain as tech rebound holds, oil prices slip
Asian shares gained on Monday while oil prices edged lower.South Korea's Kospi index was up 2.9% while Japan's Nikkei 225 was up 0.2%. MSCI's Asia Pacific Index was increasing 0.3% with over two shares rising for every one which declined.Sentiment toward chipmakers remained robust with Nvidia Inc.’…
South Korea's SK Hynix to launch $28 billion US listing to ride global AI wave
South Korean chipmaker SK Hynix KRX:000660 will on Monday launch its about $28 billion U.S. listing, according to its regulatory filings, in one of the world's largest new share sales as it capitalizes on the global AI boom.The company will sell 17.79 million new shares in the depository receipt li…
Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Michael Burry (Trades, Portfolio) has reportedly opened a short position in Micron Technology NASDAQ:MU as the chip stock's powerful rally continues to draw investor attention. In a Substack post, The Big Short investor said he shorted Micron at $1,051.87 per share, arguing that the recent surge co…
invezz
What is the next sector that can benefit from AI boom? Nvidia offers a clue
Artificial intelligence has fueled one of the strongest technology rallies in recent years, led largely by semiconductor companies supplying data centers and AI infrastructure.Investors are hunting for the next sector like memory stocks that can benefit from the AI buildout.Samsung Electronics, SK…
AI infrastructure stocks have overtaken big tech hyperscalers in an 'extraordinary' shift, says UBS research arm
By Nora RedmondUBS's Holt unit says artificial intelligence infrastructure stocks are ready to outperform traditional hyperscalers.An "extraordinary" shift is happening in the technology sector, with artificial intelligence infrastructure stocks set to vastly outperform most of the Magnificent Seve…
China AI chipmaker Biren seeks up to $838 million through share placement
By Yantoultra NguiChinese AI chip designer, Shanghai Biren Technology HKEX:6082, plans to raise about $801 million to $838 million through a share placement in Hong Kong, according to a term sheet seen by Reuters on Friday night.Below are details from the sheet and context:($1 = 7.8430 Hong Kong do…
Why Nvidia Must Be More Like Apple to Remain World's Most Valuable Company — Barrons.com
By Adam ClarkNvidia is in danger of losing its position as the largest company in the world by market value. If the chip maker wants to stay there, it might need to learn from its closest challenger — Apple.Nvidia has so far held the top spot by market capitalization for 258 straight days, after re…
Anthropic Explores Custom AI Chip With Samsung as Hardware Push Expands
Anthropic is reportedly in early talks with Samsung Electronics (SSNLF) to become a potential manufacturing partner for a custom artificial intelligence chip, according to The Information, citing people familiar with the plan. The project appears to still be in the early stages, with Anthropic stil…
Dow jumps to record closing high after soft US jobs data, Nasdaq down with chip shares
By Caroline Valetkevitch and Niket NishantThe Dow rose more than 1% to a record closing high on Thursday ahead of the long holiday weekend as a softer-than-expected U.S. jobs report eased worries about interest rate hikes, while another sharp drop in chipmaker stocks weighed on the Nasdaq.The S&P 5…
Palantir CEO Has a Stark Message for OpenAI and Anthropic
Palantir Technologies NASDAQ:PLTR said its artificial intelligence strategy prioritizes customer control over token-based pricing models, with CEO Alex Karp criticizing the approach adopted by some frontier AI developers.Karp argued that pricing AI primarily by token consumption may encourage highe…
AI Chip Stocks Fall After Asia Selloff
AI and memory-related stocks traded lower Thursday after a sharp selloff in Asian semiconductor shares rattled investors.South Korea's Kospi Index dropped nearly 8%, weighed heavily by steep declines in memory giants SK Hynix (HXSCL) and Samsung Electronics (SSNLF). SK Hynix plunged almost 15%, whi…
Veteran Analyst Dan Ives Says Goodbye to Wedbush After 8 Years
Technology analyst Dan Ives is departing Wedbush after eight years to establish a new merchant banking firm that will combine equity research, strategic advisory, capital raising and investment services, according to a Wednesday interview with CNBC.The new venture is expected to be formally introdu…
Nvidia Launches Game-Changing AI Revenue Model With Cloud Partners
Nvidia NASDAQ:NVDA said it has entered revenue-sharing agreements with AI cloud providers to expand deployment of large-scale AI factories, creating a recurring revenue model tied to customer usage.The new framework enables cloud providers to offer AI computing services through Nvidia's DSX AI fact…
Tech Buybacks Could Fuel the Next Leg of the Rally — Barrons.com
By Teresa RivasTech companies have seen their stocks soar, but that's not all they can do for shareholders. It's time they share the wealth.Nearly all companies related to artificial intelligence had a great second quarter, but semiconductor firms and hardware makers stand out. They "continue to re…
gurufocus
Nvidia Expands AI Factory Revenue Model
Nvidia Corp. (NVDA, Financials) said it has partnered with AI cloud companies to deploy large-scale, multi-tenant AI factories through a revenue-sharing and credit-support model.Under the plan, cloud providers will sell services delivered through Nvidia DSX AI factories, which are designed to produ…
tradingview
NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
NVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, with Ajay K. Puri set to retire upon his successor's start date.Original SEC Filing: NVIDIA CORP [ NVDA ] - 8-K - Jul. 02, 2026This is an AI-powered summary. It may contain inaccuracies. Consider verifying imp…
This fund manager bought Nvidia and SK Hynix and sold software before others. His simple message on AI: 'Follow the money.'
By Barbara KollmeyerStephen Yiu lines his fund with recipients of AI investmentsInvest in the companies that are receiving artificial-intelligence investments, says the Blue Whale Growth Fund's Stephen Yiu.Investing in the artificial-intelligence trade takes nerves of steel these days, with ever-cl…
Caterpillar Slides Nearly 7% After Burry Opens First Short
Caterpillar NYSE:CAT shares pulled back nearly 7% Wednesday after Michael Burry (Trades, Portfolio) said he had opened his first short position in the industrial giant. The stock had just closed at an all-time high of $1,064.90, with Burry announcing a short position at $1,060.98. The move came aft…