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RARE PHOTOS: Nvidia | Rare Historical Photos

Michael Burry pulls back on risk, says he’s happy to sit on cash. Is Big Short investor reversing his bearish AI bets?

Michael Burry is pulling back on portfolio risk, exiting December 2026 put options on Nvidia and Palantir without rolling them over. The ‘Big Short’ investor said he is “happy to sit on cash” while continuing to hold 2027 Palantir puts and QQQ puts, amid renewed warnings about stretched AI valuations.

The Economic Times

Global investing is no longer optional for Indian investors—but diversification is more than buying NVIDIA and Apple: Dhiraj Relli

But simply buying familiar names such as NVIDIA, Apple or Tesla does not automatically create a diversified international portfolio, warns Dhiraj Relli, MD & CEO of HDFC Securities.

The Economic Times

AI powerhouse NVIDIA partners with eight Aussie firms

The world's biggest company is partnering with eight leading Australian AI companies to build factories in Australia.

AAP

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Nvidia CEO Jensen Huang Claims AGI Has Arrived as OpenAI Launches New Model

Nvidia CEO Jensen Huang says OpenAI's newest ChatGPT Astra model has achieved AGI. What's next for NVDA's stock price?

Barchart

The latest 'crack in the thesis' for the trillion-dollar AI boom: Tokens are getting cheaper

Ramp data shows the effective price that firms pay for AI tokens has fallen 41% since March, complicating a core assumption behind the infrastructure boom.

Fortune

‘Not Tens Of Billions, But Tens Of Trillions’: Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History

Nvidia CEO Jensen Huang told Commerce Secretary Lutnick at a G20 event that the AI infrastructure buildout will reach tens of trillions of dollars -- far beyond current company capex -- comparing it to metered energy infrastructure sold by the token.

Barchart

Streaming from the cloud was meant to change games forever – what happened?

Once hailed as the future, even the likes of Google, Sony and Microsoft have struggled to make streaming games fun, fast or affordable

The Guardian - UK

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AGI is here, Nvidia CEO Jensen Huang has declared. Here’s why the market doesn’t care

If AI were really about to unleash the explosive growth its boosters predict, economists say it should show up somewhere surprising: real interest rates.

Fortune

Qualcomm Strikes $4 Billion Amazon Stock Deal. Its Stock Is Climbing.

Amazon received warrants to purchase 25 million shares at $161.26 each.

International Business Times

Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.

MarketBeat

The Nasdaq 100 Will Get Its Quarterly Rebalance This Month. It Could Be a Boon For SpaceX.

The stock's wight in the index is expected to rise because the shares that have been released following lock-up periods will help lift it.

International Business Times

New ChatGPT is world’s first human-level AI, says Nvidia boss

Long-awaited era of artificial general intelligence (AGI) is finally here, Jensen Huang says, though OpenAI boss says it’s just ‘marketing’

The Independent UK

Mistral AI raises record €3 billion in Samsung-led funding round

French artificial intelligence company Mistral AI has raised €3 billion in a round led by Samsung Electronics, nearly doubling its valuation to more than €21 billion in what the company says is the largest equity fundraising ever completed by a European technology firm.

Euronews

AI revolution hinges on data centre 'social licence'

Data centre and artificial intelligence leaders have been told Australia risks missing a "fourth industrial revolution" if it cannot allay public concerns.

AAP

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Euronews

AMD unveils ‘personal super computer’ for new era of computing

The American chipmaker launched what they have described as a ‘personal supercomputer’ in Berlin on Friday, designed and made for a “completely new era of computing” driven by AI.

The Economic Times

Nvidia-backed Firmus signs deal with OpenAI for Malaysia data centre capacity

Australia's Firmus said on Tuesday it had signed a multi-year deal with OpenAI to supply computing capacity from two Malaysian data centres, making the ChatGPT maker an anchor customer as demand surges for infrastructure to run advanced AI models.

The Economic Times

Taiwan's Wistron raises $1.5 billion in global share sale to fund raw material purchases

Nvidia supplier Wistron is raising $1.47 billion through a global share sale as surging AI spending drives demand for servers and components. The Taiwanese company will use the proceeds to buy raw materials in foreign currencies. Wistron is also expanding production, including a $700 million AI systems plant in Texas.

Euronews

Can tech giants curb AI data centres’ growing thirst for water?

As opposition to water-hungry data centres grows in the US, tech giants say new cooling systems can curb demand – but using less water may require more electricity.

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The Economic Times

China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks

Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.

Euronews

Alternative for Germany's victory, German Chancellor Friedrich Merz's nightmare

Good morning, readers. Angela Skujins here holding the pen for this week’s newsletter, where a seismic regional election in Germany’s east has seen the far-right, anti-migration Alternative for Germany (AfD) sweep to power, with the blow ricocheting as far as Berlin.

Player One

'Honeycomb: The World Beyond' Essential Guide: Release Date, System Requirements, and More

Here's a handy guide for everything you need to know about Honeycomb: The World Beyond, which is set to release on September 8, 2026.

The Economic Times

US Stock Market: Equity funds see second straight week of outflows as investors turn cautious

U.S. equity funds saw $11.12 billion in net outflows for a second straight week as rising bond yields, oil prices and Middle East tensions dampened sentiment. Strong AI-related earnings from Nvidia and Dell limited the decline. Investors favored safer assets, with money market funds attracting $48.76 billion, reflecting heightened market…

The Economic Times

AI data centers are less thirsty now, tech giants say

Data centers are running into a wall of public anger in the United States over their thirst for water and power. "There are incentives," Ren said, but they have more to do with public relations amid the growing backlash to data centers across the United States.

Player One

'Sprawl Zero' Essential Guide: Release Date, System Requirements, and More

Here's a handy guide for everything you need to know about Sprawl Zero, which is set to release on September 8, 2026.

Euronews

Could NVIDIA's purchase of Hugging Face boost the EU's AI sovereignty?

The deal, marking NVIDIA's increased focus on open-AI models, is likely to draw significant regulatory concern from the EU due to its size and implications for the bloc's digital and AI sovereignty.

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