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INSANE: 16 | Vintage Vibes

Michael Burry Says He Would Buy Alibaba Stock When It Crashes 50%. You Shouldn’t Wait That Long.

Michael Burry has said that he swapped Alibaba for JD.com and would consider BABA again only when it falls by 50%. However, BABA seems to offer good value at these prices.

Nvidia Scored an H200 Win in China, But These Analysts Warn It May Not Be a Reason to Buy NVDA Stock

Nvidia may have cracked the door back open in China, but strict restrictions could keep this H200 win from becoming a major revenue boost.

Windows 11 will soon let you control unified memory, just in time for NVIDIA RTX Spark

Windows 11 will soon let you control unified memory, just in time for NVIDIA RTX Spark

A hidden feature in a recent Windows 11 Insider build lets you pick how much unified memory is reserved for graphics and AI.

Windows Central

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FTSE 100 outperforms as oil price heads lower

Oil prices edged lower despite US Treasury Secretary Scott Bessent declaring that an ‘economic D-Day’ had begun against Iran.

Evening Standard

Nvidia Could Double Down on Perplexity. AI Startup Seeks $30 Billion-Plus Valuation.

The potential financing from Nvidia would represent a jump of more than 50% from the $20 billion valuation Perplexity finalized about a year ago as a result of the AI agent Perplexity Computer.

International Business Times

I Dug Into Michael Burry’s Nvidia Post So You Don’t Have To. Here’s Why I Think He’s Just Fishing.

Etched is betting its specialized inference chips can challenge Nvidia as AI workloads shift toward the massive computing demands of inference.

Nine indicted by Taiwan over illegal export of Nvidia B300 GPUs to China — details reveal five-point strategy to exploit and avoid customs controls

A new report claims nine people have been indicted over the illegal smuggling of Nvidia B300 servers to China.

Tom’s Hardware

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Tech Giants Dominated The S&P 500 For Years. Now The Other 493 Stocks Are Catching Up.

Tech Giants Dominated The S&P 500 For Years. Now The Other 493 Stocks Are Catching Up.

Equal-weight strategies are outperforming in 2026 as gains spread beyond the Magnificent Seven, giving investors another way to own the S&P 500 without concentrating so heavily on its biggest companies.

International Business Times

Stocks, oil slip ahead of US threat of economic war against Iran

Stocks, oil slip ahead of US threat of economic war against Iran

LONDON — Oil prices eased after strong gains last week while stock markets faltered on Monday as investors awaited details of a US plan to impose massive economic pressure on Iran to end the Middle East war.

Better Than Nvidia: 3 AI Dividend Stocks Leaving It in the Dust

Better Than Nvidia: 3 AI Dividend Stocks Leaving It in the Dust

The AI boom extends beyond chipmakers, with Dell, Seagate and Marvell delivering strong gains while paying dividends.

US stocks today: US stocks slip as Iran tensions test rally in a high-stakes week for markets

US stocks today: US stocks slip as Iran tensions test rally in a high-stakes week for markets

Wall Street started the week under pressure as Iran tensions, rising Treasury yields and Nvidia earnings weighed on sentiment. The S&P 500 and Nasdaq fell, while the Dow gained. Investors are also watching Jackson Hole, Fed signals and the PCE inflation report for clues on interest rates and market direction.

The Economic Times

There's a looming GPU supply crisis, which means prices are likely to get a whole lot worse. And it's not just because of memory

There's a looming GPU supply crisis, which means prices are likely to get a whole lot worse. And it's not just because of memory

One of the biggest manufacturers of graphics cards has noted in its results that the second half of this year is going to suck for GPUs.

Broadcom Could Raise Up to $80 Billion As Anthropic AI Buildout Drives Massive Financing Push

Broadcom Could Raise Up to $80 Billion As Anthropic AI Buildout Drives Massive Financing Push

The senior tranche, which would have priority for repayment, is expected to total roughly $45 billion, while a junior tranche could reach about $35 billion.

International Business Times

Mark Cuban wants to solve wealth inequality by making employers choose between paying higher taxes or giving every member of staff company stock

Mark Cuban wants to solve wealth inequality by making employers choose between paying higher taxes or giving every member of staff company stock

“If we continue to see growing disparity in income, you risk unrest and further division, which is the most expensive tax on every business.”

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Option Volatility and Earnings Report For Aug 24-28

It’s a quiet but important week on the earnings front this week, with some key technology names set to report. This week we have Nvidia (NVDA), Marvell Technology (MRVL), Crowdstrike Holdings (CRWD) and Salesforce (CRM) all set to report.

Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh’s Jackson Hole Speech Awaited

September S&P 500 E-Mini futures (ESU26) are down -0.19%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.59% this morning, pointing to a lower open on Wall Street as chipmakers came under pressure at the start of a pivotal week.

The Economic Times

Global Markets | Japan's Nikkei weighed down by AI stocks ahead of Nvidia earnings

The Nikkei share average in Japan experienced a downturn as stocks related to artificial intelligence faced mounting pressure due to inflation concerns and geopolitical uncertainties in the Middle East. While chip-making firms such as Tokyo Electron reported gains, other AI companies struggled. Anticipation builds around potential interest rate hikes from…

Razer Blade 18 (2026) review: Oh boy, this is the biggest and baddest of them all

Enormous computing power in a just-about-portable case

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The Economic Times

Global Market: European shares edge lower as investors await Iran sanctions details

European shares edged lower on Monday as technology stocks came under pressure, while investors awaited US sanctions on Iran, Nvidia’s results and fresh clues on the Federal Reserve’s rate outlook.

The Economic Times

Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?

Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs and stretched valuations. The Nifty IT index rose over 1%, with Infosys and HCLTech among the gainers. Analysts, meanwhile, continue to debate whether India’s IT sector offers an “anti-AI”…

The Economic Times

Global Market: Japan’s Nikkei swings as AI stocks slip ahead of Nvidia results

Japan’s Nikkei swung between gains and losses on Monday as investors turned cautious ahead of Nvidia’s earnings this week. AI-related stocks came under pressure amid concerns over rising costs, while higher bond yields and inflation worries added to uncertainty. Expectations of a Bank of Japan rate hike further weighed on…

The Economic Times

US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rally

Nvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, inflation concerns and shifting rate expectations have increased market uncertainty, while investors await Nvidia’s outlook on AI infrastructure demand and fresh economic data for clues on monetary policy.

The Economic Times

Nvidia discusses Perplexity investment at $30 billion-plus valuation

Nvidia is discussing investing in Perplexity as ‌part ⁠of ⁠an equity round that would value the AI startup ⁠at ‌more than $30 billion, ⁠the Information reported on Sunday citing people with knowledge of ‌the discussion.

The Economic Times

Global Market Today: Asian stocks dip with AI in focus, oil declines

MSCI’s Asia Pacific equities gauge dipped 0.1%, with the Kospi Index in South Korea — a bellwether for AI investments — falling 1.2%. However, US equity-index futures erased earlier losses to edged up, with contracts for the tech-heavy Nasdaq 100 climbing 0.1%.

Fabrinet Just Lost Billions in Market Value Due to Nvidia. Here’s Why the Reaction Is Overdone.

Fabrinet delivered record results and strong guidance, but concerns over Nvidia sales sent FN stock tumbling and may have created an opportunity.

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