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FORGOTTEN HISTORY: 7 - The Untold Story

Alibaba's $53 Billion AI Push Is The Threat Nvidia Can't Ignore

Alibaba Group Holding Ltd‘s (NYSE: BABA) (NYSE: BABAF) stealth AI expansion may be Wall Street's blind spot—but it's Nvidia Corp's (NASDAQ: NVDA) margin moat that's directly in the crosshairs. CEO Eddie Wu has pledged to surpass the company's $53 billion AI investment as demand for compute skyrockets, setting up a…

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Jensen Huang Fires Back At Wall Street 'Flatlining' Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations

Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street's long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand.

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Martin Shkreli Defends Nvidia-OpenAI Deal: It's A 'Lot More Efficient' This Way — 'Pharma Bro' Cites Growing 'Non-Party Demand'

Investor Martin Shkreli came out in support of the $100 billion investment pledge made by chipmaker NVIDIA Corp. (NASDAQ: NVDA) to ChatGPT-parent OpenAI last week, while arguing that critics are missing the point of how value is created and measured in such partnerships.

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Peter Schiff Warns Nvidia's OpenAI Investment Mirrors US Debt Trap: 'Throwing Good Money After Bad'

Economist Peter Schiff highlighted parallels between Nvidia Corp.’s (NASDAQ: NVDA) decision to invest $100 billion into OpenAI, the company behind ChatGPT, and the U.S. government’s ever-increasing reliance on foreign debt.

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Trump Never Expected This—His Most-Hated Stocks Are Crushing Nvidia, Gold Miners

President Donald Trump has never hidden his antipathy for clean energy, solar and wind investments, but what's happening in U.S. markets since April is delivering results that few, even his fiercest critics, saw coming.

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Nvidia's Growth Story Is No Longer Bulletproof, Ed Yardeni Warns

One of Wall Street's loudest bulls just hit the brakes on Nvidia Corp. (NASDAQ: NVDA), raising questions over its slowing growth and head-scratching billion-dollar bets, even as the AI titan crossed a $4.4 trillion market cap.

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Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

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What's Going On With CoreWeave (CRWV) Stock Tuesday?

CoreWeave Inc (NASDAQ:CRWV) shares are in the spotlight Tuesday morning following a major announcement from NVIDIA Corp (NASDAQ:NVDA) and OpenAI.

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Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors'

Just a day after Nvidia Corp. (NASDAQ:NVDA) and OpenAI announced a landmark $100 billion AI infrastructure deal, famed short-seller Jim Chanos is raising red flags over the foundational economics of the AI gold rush.

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Stock Market Today: Dow Futures Rise, Nasdaq, S&P 500 Slip Amid Mixed Trade—Kenvue, Micron Tech, Nvidia In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs were updated in the story.

Benzinga

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race, Says Gene Munster: 'Bumps Up the Bar' For The Rest

Deep Water Asset Management Managing Partner Gene Munster said on Monday that Nvidia Corp.’s (NASDAQ:NVDA) multi-billion-dollar commitment to OpenAI marks a pivotal moment in the AI arms race, one that escalates things to a whole new level.

Benzinga

Nvidia, Kenvue, Rivian, MicroCloud Hologram And Opendoor: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Monday, with the Dow Jones Industrial Average edging up 0.14% to 46,381.54. The SP 500 added 0.4% to finish at 6,693.75, while the Nasdaq climbed 0.7% to 22,788.98.These are the top stocks that gained the attention of retail traders and investors through the day: Nvidia…

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Nvidia Greenlights Samsung's AI Chip Technology, Sets Stage For HBM4 Battle: Report

Samsung Electronics Co. (OTC:SSNLF) has reportedly received the green light from Nvidia Corp. (NASDAQ:NVDA) for its latest high-bandwidth memory (HBM3E) product, marking a significant breakthrough in the AI hardware chip supply race.

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Options Corner: Why BigBear.ai Bulls Continue To Load Up Despite The Short-Selling Threat

While the U.S. economy may be headed toward a period of stagflation, the one sector that continues to not receive the memo is technology; specifically artificial intelligence. Just when you thought that the generative AI boom was losing its charm — particularly from the disappointing response to Nvidia Corp (NASDAQ:NVDA)…

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Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Shares of Intel Corp. (NASDAQ:INTC) soared 28% on Thursday—notching their best session ever—after Nvidia Corp. (NASDAQ:NVDA) announced it would pour $5 billion into the rival chipmaker.

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Will Alibaba's New Chip Finally Unseat Nvidia In China?

Alibaba Group Holding Ltd. (NYSE:BABA) is intensifying its challenge to U.S. technology leaders with the debut of a high-performance processor designed to rival Nvidia Corp.’s (NASDAQ:NVDA) H20 graphics chip, alongside an open-source artificial intelligence agent positioned against OpenAI’s Deep Research platform.

Benzinga

Nvidia's $5 Billion Intel Bet Could Shape AI PC Era, Says Ming-Chi Kuo, As Gene Munster Calls 20% INTC Stock Surge 'Overreaction'

Analysts offered sharply different takes on Nvidia Corp.'s (NASDAQ:NVDA) $5 billion investment in Intel Corp. (NASDAQ:INTC), with TF Securities' Ming-Chi Kuo touting the partnership's potential to reshape the AI PC landscape while Deepwater Asset Management's Gene Munster cautioned that Intel's soaring stock reaction looked excessive.

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White House AI Czar David Sacks Warns Washington Must Let US Chipmakers Like Nvidia Sell Abroad Or Risk Forfeiting AI Race To Huawei And China

On Thursday, White House AI and crypto czar David Sacks urged Washington to update export control policies, warning that restricting U.S. companies like Nvidia Corp. (NASDAQ:NVDA) from selling chips abroad could hand Chinese companies such as Huawei Technologies the advantage in the global race for artificial intelligence dominance.

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AMD Stock Is Trading Lower Thursday — What's Happening?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are moving lower Thursday after Nvidia Corp (NASDAQ:NVDA) revealed a surprise $5 billion investment in Intel Corp (NASDAQ:INTC), raising competitive concerns for AMD.

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Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

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Tech Stocks Slip, Small Caps Soar Ahead Of Fed Rate Decision: What's Moving Markets Wednesday?

Small-cap and blue-chip stocks advanced in Wednesday morning trading on Wall Street, while technology names lagged and the SP 500 hovered near record levels as investors braced for the Federal Reserve's interest rate decision.

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Nvidia, Microsoft Sit Atop A $23.9 Trillion Empire—More Than China And Germany Combined

Wall Street’s behemoths just hit a milestone that borders on surreal: the 10 most valuable U.S. companies—including Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) and the rest—now hold a combined market cap of $23.9 trillion, making them more valuable than the entire economies of China and Germany…

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Jim Cramer Warns Nvidia's Last Wave Of 'Scared And Hot Money' Could Exit As China Moves To Ban Chip Purchases For Major Tech Firms

CNBC’s ‘Mad Money’ host Jim Cramer has warned that speculative investors may be on the verge of abandoning Nvidia Corp. (NASDAQ:NVDA) as the stock fell nearly 1.5% in Wednesday's pre-market trading following reports that China has officially banned its major technology firms from purchasing certain Nvidia artificial intelligence (AI) chips.

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What's Going On With CrowdStrike Stock Today?

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares edged lower Tuesday after the cybersecurity company unveiled new AI-security moves alongside Nvidia Corp. (NASDAQ:NVDA) and disclosed a deal to acquire AI security firm Pangea.

Benzinga

Nvidia's Multi-Trillion Dollar AI Playground: McKinsey Quantifies 3.5x Surge In AI Data Center Demand, Presenting $6.2 Trillion Opportunity For NVDA

A new analysis by McKinsey Company projects a massive 3.5-fold increase in the global demand for AI-specific data center capacity by 2030, potentially creating a multi-trillion-dollar market opportunity for chipmaker Nvidia Corp. (NASDAQ:NVDA).

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