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UNCOVERED: 33 - Caught on Camera

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.

Kiplinger

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.

Barchart

Nvidia CEO Jensen Huang Makes First Ever X Post Sharing Letter to Congress and Says ‘Transparency Can Be More Secure Than Obscurity’

Jensen Huang’s first X post wasn’t about Nvidia. The CEO shared a letter to Congress outlining why open AI models are essential for the U.S. to win the AI era.

Barchart

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Why SK hynix Could Be the Best AI Chip Stock to Buy Now

SK hynix's Q2 revenue missed estimates, but analysts remain bullish on HBM demand, margin gains, and an NVIDIA deal, citing significant upside for the stock.

MarketBeat

Synopsys Just Solved a Bottleneck You Didn’t Even Know Existed

Synopsys is using AI partnerships with Nvidia, AMD, Microsoft, and Intel to automate one of chip design’s biggest bottlenecks, strengthening its position at the center of the AI semiconductor ecosystem.

Barchart

Nvidia And Meta Think Chinese AI Shouldn't Be Banned—Here's Why

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg are converging on a message that runs counter to growing calls in Washington to restrict Chinese artificial intelligence models: don’t ban them—beat them.

Benzinga

Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.

MarketBeat

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A $1.5 Billion Reason to Buy Axe Compute Stock

Axe Compute's expanding pipeline of Nvidia Blackwell AI projects has fueled optimism, but weak financial results and execution risks remain key concerns.

Barchart

Tesla is Betting Robots Are The Next Nvidia. This Could Be the Biggest Shift Since the AI Boom.

AI can do almost anything behind a screen, but it can't stack a shelf yet. That's changing. Here's how Tesla, Nvidia, and the companies building "physical AI" robots could reshape the next decade.

Barchart

GPU repair service will upgrade the 11GB of VRAM on your RTX 2080 Ti to 22GB — mod involves physically adjusting the strap resistors on the PCB to support a new BIOS

A GPU repair shop in the UAE is promising to upgrade the VRAM capacity of an RTX 2080 Ti from 11GB to 22GB by swapping the 1GB GDDR6 modules with 2GB chips and modifying the strap resistors to recognize the new VRAM.

Tom’s Hardware

NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus

NVIDIA's proposed $250 billion credit backstop for OpenAI's Ohio data center highlights AI vendor financing risk, as CoreWeave faces losses, insider selling and Meta's new competing cloud service.

MarketBeat

Nvidia partner ChipAgents raises $60 million to accelerate chip design with AI agents

Chip design startup ChipAgents has secured a significant $60 million funding round. This investment will accelerate their plans to speed up semiconductor design processes. The company utilizes AI agents to automate complex and lengthy chip development tasks. ChipAgents focuses on improving chip verification, ensuring intended functionality and bug detection. This…

The Economic Times

As the West mulls slowing AI down, will China follow suit or pull ahead?

Employees at OpenAI, Anthropic and other top labs want Washington to help pace the AI race. China has spent the year closing the gap, building a rival governance body and betting on open-source models instead.

Euronews

Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks.

Michael Burry has added to his short position on Micron per a new Substack post.

Barchart

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MarketBeat

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks.

Windows Central

I've used the same Dell PC monitor for work and gaming for nearly a decade and I still can't find one to beat it

The temptation to upgrade your PC tech is always there as things get faster and more powerful. But in the case of my monitor, I'm still as happy with my Dell almost a decade after I bought it.

Tom’s Hardware

China's Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3 — company circumvented both U.S. export and Chinese import controls to acquire compute

Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3 — potentially circumventing both U.S. export and Chinese import controls

Tom’s Hardware

Intel closes out RAMP-C production pilot that paid Nvidia and others to run test chips on 18A — program helped lay a path for secure domestic chip production on advanced processes

Intel Foundry says that it has completed RAMP-C, the U.S. defense program awarded to the company in 2021 to stand up a domestic leading-edge chip ecosystem on its 18A process.

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TechRadar

The new HP Omen 16 Slim isn't actually that skinny, but it is a surprisingly good budget gaming laptop - if you can get it at the right price

The HP Omen 16 Slim does a surprisingly good job of the currently almost impossible task of serving up decent laptop gaming at an affordable price.

Euronews

South Korean chipmaker SK hynix reports 1,242% profit surge on booming AI demand

Despite record second-quarter profits fuelled by AI demand, SK hynix shares plunged as investors questioned whether the boom can last amid Middle East tensions.

Benzinga

Mark Cuban Says Nvidia Is the IPO 'Funding Everyone and Anyone,' but AI Financing Isn't Bulletproof: 'One Breakthrough... Could Crumble It'

Billionaire investor Mark Cuban on Tuesday compared Nvidia Corp.‘s (NASDAQ:NVDA) role in the artificial intelligence boom to the IPO frenzy of the dot-com era, warning that a single breakthrough by a rival chipmaker or a misstep “could crumble” the market.

Benzinga

Michael Burry Warns Nvidia's 'Overreaching' Is Pushing Circular Spending to 'Biblical Proportions' Amid Surge in Credit Default Swaps

‘Big Short’ investor Michael Burry is sounding the alarm on Nvidia Corp. (NASDAQ:NVDA), claiming the AI giant’s strategic financial “overreaching” has escalated its “circular spending” to “biblical proportions,” which he argues is driving a massive spike in the company’s credit default swap risks.

Tom’s Guide

I test gaming laptops and this is how I get better performance without plugging them in

While you'll always get better performance from a gaming laptop that's plugged in, you can get a better experience on battery with the right adjustments.

The Economic Times

Apple crosses $5 trillion market cap on Tuesday trading, becomes second company to achieve milestone

Apple briefly crossed the $ 5 trillion market capitalization mark on Tuesday. The company reclaimed its position as the world's most valuable publicly traded entity. This development occurred just a day after overtaking Nvidia in market valuation. Apple's stock has seen significant gains this year, driven by product ecosystem optimism.…

The Times of India

Trump bans new Chinese robots and power inverters over security fears

Explaining the decision, the FCC said the targeted products could expose the country to supply chain risks and cyber threats. "These devices could create supply chain vulnerabilities that could disrupt US economic and national security and could create a cybersecurity risk that threatened American critical infrastructure," the agency said. FCC…

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