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REVEALED: Nvidia | Rare Historical Photos

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

The Economic Times

Why Investors Should Avoid Nebius Stock

Nebius has multiple potential negative catalysts and a very high valuation.

Barchart

With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Barchart

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$14,000 Invested in Sandisk Stock Last Year Would Be Worth $1 Million Now

Sandisk has become one of the AI boom's most unexpected winners. SNDK stock has climbed more than 5,000% since last year, and there are a couple of key lessons investors can take away from that shock success.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

SpaceX initial public offering returns: Will SpaceX stock hold above $135 IPO price? Elon Musk's company is trading over 5 times than that of Nvidia sales

SpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently traded at 21 times sales.

The Economic Times

Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chips

The AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This strategic move aims to cut soaring deployment costs and gain control over crucial infrastructure, moving beyond just building better models. While Nvidia's GPUs still lead in…

The Economic Times

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I tested Control Resonant on an RTX 5090 — and I'm now preparing for a new benchmark for PC gaming

I played three hours of Remedy Entertainment's upcoming Control Resonant on an RTX 5090 gaming PC, and its reality-bending action is looking to take full advantage of Nvidia's latest graphics cards.

Tom’s Guide

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft.

Fortune

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

Barchart

Quote of the day by Nvidia CEO Jensen Huang: 'People talk about AI reducing jobs — complete nonsense' — pushing back against automation fears

Automation has long been considered a threat to jobs and employment, but not everybody agrees – least of all those architecting the AI buildout

TechRadar

Nvidia Stock Is Trading at a Discount, But It Won’t Be for Long

Although there is a case to be made that NVDA stock could be relatively cheap, options traders will want to be deliberate in their approach.

Barchart

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Barchart

Micron Stock Emerges as Wall Street’s Top Growth Pick

Wall Street picks out Micron and Nvidia as their highest-rated growth stocks in the technology sector.

MarketBeat

Fabrinet Is Becoming a Quiet Winner in the AI Optics Buildout

Fabrinet is well-positioned as a manufacturing specialist for major tech companies, focused on optics and photonics, the future of AI.

International Business Times UK

Former Facebook VP Says Zuckerberg 'Profoundly Failed' in AI Race, Allowing Nvidia to Win

Chamath Palihapitiya, a former Facebook executive, criticises Meta's AI strategy, arguing the company missed a leadership opportunity in AI, allowing Nvidia to dominate the ecosystem.

MarketBeat

BlackBerry’s Rally Is Running on a Bigger AI Story Than Earnings Alone

BlackBerry beat Q1 fiscal 2027 estimates with revenue of $152.9 million, up 26% year-over-year, as its QNX software unit expands into physical AI markets.

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The Economic Times

OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processors

OpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while Celestica developed the physical computing hardware of the chip, including its circuit board, hardware frame, and system integration.

The Guardian - US

Apple raises iPad and MacBook prices, blaming cost of chips amid AI boom

Company says it cannot shield customers from memory and storage chip costs – and iPhone hikes could be next

International Business Times UK

Micron Just Overtook Tesla After Its Revenue Exploded 346% on AI Demand

Micron's record earnings show how the artificial intelligence boom is reshaping the semiconductor industry, turning a traditional memory chip maker into one of the biggest winners from the global AI infrastructure race.

TechRadar

Nvidia’s direct-to-chip liquid cooling is a sustainability and a performance win

“We have eliminated massive amounts of power usage and pretty much all water usage” – Nvidia Rubin to use 45°C direct-to-chip cooling.

International Business Times

Most Americans Do Not Want To Live Near Data Centers, Poll Shows

Most Americans do not want to live near data centers and are concerned that they are bad for the environment and will be a drain on local resources, according to a new poll.

Fortune

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

The Economic Times

Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent revenue. This strategy aims to break decades-old boom-bust cycles by guaranteeing cash flow even if the AI boom falters. These agreements, backed by customer cash commitments, signal a shift from treating…

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