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INSANE: 34 - The Real Truth

If this breakdown of the full cost of producing your favourite graphics card is accurate, then prices for certain GPUs are going to make 64 GB DDR5 kits look cheap

The RAMpocalypse is the biggest reason for this, of course, but it's only part of the whole problem.

PC Gamer

Microsoft Reportedly Considering Supplying Anthropic With AI Chips

Microsoft is in early talks to supply Anthropic with artificial intelligence chips, a potential deal that would give the Claude maker more computing power while offering Microsoft a major test case for its own custom AI hardware.

International Business Times

A single Nvidia Vera Rubin rack is estimated to cost $7,803,148 with over $2 million of that figure spent on memory alone

A 435% increase in memory cost over the GB300, supposedly.

PC Gamer

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Is the Nancy Guthrie investigation being handled properly? John Ramsey urges Guthrie family to question investigation as disappearance passes 100 days

John Ramsey urges the family of missing Nancy Guthrie to question police actions. He believes police departments cannot excel at everything and external help is crucial. Ramsey draws parallels to his daughter JonBenet's case where offers of assistance were reportedly refused. He stresses the importance of scrutinizing police work and…

The Economic Times

Nvidia really doesn't seem to care about gaming GPUs any more — the company won't even bother to break down graphics sales in its big investor reports

There have been a few signs that Nvidia feels that gaming GPUs are less of a priority, and here's one more.

TechRadar

Stocks Rebound as Crude Oil Falls on Hopes for a US-Iran Deal

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Barchart

'A true engineering feat': Silicon-based qubits have a clear advantage in race to million-qubit quantum computer thanks to tech that made Nvidia AI GPUs possible

Quantum computing using silicon-based qubits has a unique set of advantages versus other approaches

TechRadar

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The Path to 'Peak' Nvidia: Why the AI Giant's Future Will Inevitably Include Stiff Competition

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

Barchart

US stocks edge higher following the latest U-turn for oil prices

U.S. stocks ticked higher following the latest reversal for oil prices

AAP

Stocks Are Choppy After Nvidia Earnings: Stock Market Today

Poorly received earnings from blue-chip bellwethers Nvidia and Walmart kept a lid on the broad market's gains Thursday.

Kiplinger

US stocks today: S&P 500 rises on Mideast peace hopes as oil prices dip

US stocks ended slightly higher as markets reacted to mixed corporate earnings and shifting geopolitical signals around Iran peace talks. S&P 500 and Dow rose, while Nvidia and Walmart fell on cautious outlooks. Quantum computing stocks surged after major US government investment, and manufacturing activity hit a four-year high.

The Economic Times

A turn lower for oil prices helps US stocks erase earlier losses

Oil prices keep swinging, causing U.S. stocks to waver on Thursday

AAP

US stocks swing from losses to small gains following the latest reversal for oil prices

Hour-to-hour swings for oil prices keep jerking financial markets around, and U.S. stocks are drifting higher following the latest reversal

AAP

Nvidia Delivered a Stellar Quarter. Its Unusual Options Activity Points to 2 Asymmetric Bets on NVDA Stock.

Nvidia reported strong Q1 2027 results, beating revenue and earnings estimates and raising 2027 guidance. Unusual options activity ahead of the release signaled potential asymmetric risk-reward setups, offering investors two notable trading opportunities.

Barchart

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The Economic Times

Why did Nvidia’s strong earnings fail to spark NVDA stock rally? Here's what investors are worried about

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition.

MarketBeat

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology (NASDAQ:AMKR) outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design. During the company presentation, execu

Evening Standard

FTSE 100 edges higher despite oil price gains

The FTSE 100 closed up 11.13 points, 0.1%, at 10,443.47.

TechRadar

Nvidia tells users to update GPU drivers now or face possible attack — here's what we know

More than a dozen Nvidia GPU flaws were fixed, including several high-severity ones.

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AAP

Wall St ends slightly higher as investors watch Iran

US stocks have closed higher as investors digested a batch of ‌corporate earnings and economic data.

AAP

US stocks slip after oil prices rise and Nvidia's latest profit report gets a yawn

The U.S. stock market is slipping following a rebound for oil prices and mixed reports on the U.S. economy

PC Gamer

Nvidia continues to make astronomical amounts of money from AI, with the first quarter of 2026 being its biggest to date

They still make GPUs too, ya know.

Tom’s Hardware

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

Barchart

Stocks Indexes Turn Green in Afternoon Trade as Oil Prices Retreat

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

Barchart

D.A. Davidson Goes Neutal On CoreWeave. It’s Hard to Chart a Path Forward for CRWV.

The firm has lowered its price target to $100. What does that mean for investors?

AAP

US stocks drift after oil prices rise and Nvidia's latest profit report gets a yawn

The U.S. stock market is drifting following a rebound for oil prices and mixed reports on the U.S. economy

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