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SHOCKING: 32 - What They Never Told You

Why high-conviction investor Cathie Wood bought Nvidia after it erased billions from May high

Cathie Wood's Ark Invest bought nearly 79,000 Nvidia shares worth about $15.5 million after the AI chipmaker's recent selloff, reaffirming confidence in the stock despite its recent decline and mixed performance of Ark's flagship fund.

The Economic Times

Microsoft sets record with near $450 billion single-day gain in market value

The software giant's shares closed up more than 15%, lifting its market capitalization to $3.35 trillion, ‌surpassing chip ⁠giant Nvidia's ⁠previous record one-day gain of $441 billion on April 9, 2025, according to LSEG data.

The Economic Times

Apple and Amazon report rising revenues as investors turn on some tech stocks

Both tech companies beat Wall Street predictions on revenue in their second quarters

The Guardian - US

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Jensen Huang Wants Open-Source AI Models: BofA Says Chipmakers Get Paid Either Way

The hottest debate in artificial intelligence isn’t about which chatbot is smartest anymore.

Benzinga

‘I‘m just stuck’: Meet the former OpenAI researcher sitting on $700K of equity that he says is overvalued

Andrew Ho worked at OpenAI for eight months but said he had to leave after realizing how tremendously overvalued the AI labs are. And he doesn’t think it’s a bubble.

Fortune

Samsung Says The AI Chip Boom Isn't Slowing. It Expects Supply To Stay Tight Until 2028

Samsung's latest results suggest the global race to build AI infrastructure is creating a longer-lasting memory shortage than many expected, with major cloud providers locking in multi-year supply agreements.

International Business Times

Nvidia Stock Warning: Why Wedbush Is Worried About Rising Memory Prices

AI demand is still working in Nvidia's favor, but memory prices are rising, too. Here’s why Wedbush sees rising costs as a growing concern.

Barchart

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Why NXP Semiconductors Could Be the AI Stock Everyone Is Missing

NXP Semiconductors posted 19.5% Q2 growth, prompting a Morgan Stanley price target hike, as strong institutional ownership and a growing dividend support NXPI stock near key support levels.

MarketBeat

US bans robot vacuums and ‘quadrupeds’ amid panic over Chinese humanoid robots

Restrictions come amid increasing fear that China could overtake the US in AI growth

The Independent UK

Exploring Apple Silicon’s local AI performance with the Mac Studio and M4 Max — M4 Max beats GB10 and Strix Halo in decode throughput, but memory bandwidth isn't everything

Apple Silicon has been a popular choice for local AI exploration thanks to its high memory bandwidth compared to other unified memory platforms. We tested the M4 Max version of Apple's Mac Studio to see whether its 546GB/s of bandwidth makes it the clear winner in local LLM inference.

Tom’s Hardware

Why Wells Fargo Thinks Intel’s AI Business Is Getting Even Stronger

Intel's improving data center business is giving investors another reason to stay bullish.

Barchart

Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Google eyes to build more TPU AI accelerators in 2028 than Nvidia, if a report by Fubon Research is correct.

Tom’s Hardware

Nvidia's fastest graphics cards get US price increase at Best Buy, Amazon — Astral RTX 5080 now costs more than 5090's MSRP, flagship card now commands more than $4,300

Premium Nvidia GeForce RTX 5080 and RTX 5090 graphics cards are once again selling far above MSRP, with some Asus and MSI models climbing close to $5,000.

Tom’s Hardware

This Top Semiconductor Stock Just Backed a Secret AI Lab in a Mega Deal

Nvidia just backed a secretive AI lab founded by an OpenAI co-founder. The deal could reshape the race for smarter, safer AI.

Barchart

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PC Gamer

The memory crisis keeps getting worse: Nvidia graphics card prices now rumoured to increase by as much as 30%

And graphics card prices were already not looking pretty.

Fortune

Flirting with $5 trillion, Apple has never been more valuable—or a more dangerous bet for investors

At 41 times earnings, Apple’s stock is pricier than it’s been in a decade—and its famous buyback machine is losing its punch just when investors need it most.

International Business Times UK

Apple Briefly Hits $5 Trillion: How Big Is $5,000,000,000,000 Really?

How Apple reached $5 trillion, its growth strategies, and what sets it apart from Nvidia. Explore investment insights and prospects amid leadership changes.

The Economic Times

GPT-5.6, ChatGPT Work lift OpenAI’s July ARR over Q2

OpenAI's revenue growth has surpassed second-quarter levels, driven by new product launches. The company is expanding its customer base to support significant AI infrastructure investments. OpenAI aims for substantial compute spending by 2030 and seeks Nvidia funding. Rival Anthropic also shows strong revenue growth with its coding assistant. Competition from…

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Benzinga

China Says US Humanoid Robot Ban 'Severely Damages' Relations—Here's How It Could Affect Elon Musk's Optimus: 'China Makes Half…'

Chinese authorities criticized the Donald Trump administration’s restrictions on foreign-made humanoid robots, saying that such a move heavily affects relations between the two countries.

International Business Times UK

Nvidia's Most Advanced AI Servers Reached China Despite US Export Controls, Alleged Scheme Shows

Taiwan is investigating an alleged scheme that used forged documents to divert Nvidia GB300 AI servers to China despite US export controls.

International Business Times UK

Google Helps Chinese Firm Accused by White House of Copying US AI Models Bring Kimi K3 to US Cloud

Google Cloud added support for Moonshot AI's Kimi K3 model days after White House officials accused the Chinese company of copying US AI technology.

Benzinga

Warsh Says Five-Year Inflation Fight Won’t End Fast as 30-Year Tops 5.2%: What Do Prediction Markets Say?

Federal Reserve Chairman Kevin Warsh held interest rates steady Wednesday for a fifth straight meeting, then told reporters that while the Fed "hasn’t done much in 42 days, the markets have done quite a bit."

Barchart

Dear AMD Stock Fans, Mark Your Calendars for August 4

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

Kiplinger

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

Barchart

Agentic AI Is Coming to Chip Design. Here Is Why Synopsys Stock Could Be the Biggest Beneficiary.

Synopsys partners with Nvidia on agentic AI after partnering with Intel last week.

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