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REVEALED: 9 | Rare Historical Photos

Why ‘equal weight’ S&P 500 funds are having a moment—and are up almost 16% this year alone

RSP has topped $100 billion in assets as it outpaces a cap-weighted S&P 500 that's exposed when Big Tech stumbles.

Fortune

Is NVIDIA Stock Outperforming the Nasdaq?

NVIDIA has outpaced the broader market over the past year and analysts are highly upbeat on its future growth outlook.

Barchart

Global Market: China stocks steady as property shares offset Biotech, chip losses

Chinese stocks were largely steady on Friday as gains in property shares offset losses in biotechnology and semiconductor stocks. The Shanghai Composite edged up 0.1%, while the CSI300 slipped 0.1%. Hong Kong equities advanced, supported by Wall Street gains and Nvidia’s upbeat outlook, which boosted global AI sentiment.

The Economic Times

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HCLTech, TCS, Infosys, other IT stocks rally up to 5%. What lies ahead?

Indian IT stocks surged sharply, led by gains in largecap names, after Nvidia’s strong results and upbeat revenue outlook revived optimism around the global AI spending cycle. The rally came despite lingering concerns over AI disruption and mixed brokerage views on the sector.

The Economic Times

Asian shares mostly gain after upbeat results for Nvidia and others lift US stocks

Shares are mostly higher in Asia after Nvidia and other technology stocks led an advance on Wall Street

The Independent UK

Nvidia pauses revenue-sharing deals with AI cloud companies

The chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it into another program.

The Economic Times

Anthropic planned, then abandoned $7 billion purchase of MatX

The merger talks, which a third person said have evolved into a discussion about a partnership, underscore the AI lab's ambition to secure the resources and talent needed to build its own chips. The goal is to help Anthropic accelerate its in-house chip development.

The Economic Times

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Global Market Today: Asian shares slip as US stock futures dip ahead of Warsh’s Jackson Hole speech

Futures for the Nasdaq 100 Index fell 0.3% and those for the S&P 500 Index retreated 0.2% as initial enthusiasm about the artificial intelligence trade following Nvidia Corp.’s bullish outlook waned. Sentiment was weighed down by Marvell Technology Inc., which fell more than 7% in extended trading following its earnings…

The Economic Times

Stock Indices Settle Higher as Nvidia Earnings Spur a Tech Stock Rally

The S&P 500 Index ($SPX ) (SPY ) closed up by +0.72% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.43%. E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini...

Barchart

US stocks today: Nasdaq, S&P 500 rise as Nvidia revives AI rally; Fed outlook in focus

Nvidia's strong revenue forecast revived the AI trade and lifted the Nasdaq and S&P 500, but Wall Street's focus is quickly shifting to Fed Chair Kevin Warsh's Jackson Hole speech. Fresh inflation data and a resilient labour market have complicated the interest rate outlook, leaving investors weighing AI optimism against…

The Economic Times

Nasdaq Jumps 411 Points as Nvidia Stock Soars: Stock Market Today

Tech earnings stole the spotlight Thursday, with Nvidia and Salesforce surging after their respective results.

Kiplinger

Nvidia’s Earnings Blowout Is Good News and Bad News for Retirement Investors

The path to a continued bull market runs through NVDA. Without this stock’s price rising, it is hard to imagine a market rally into year end.

Barchart

Nvidia's Earnings Buoyed The Broader Markets. All Indexes Climbed.

The markets now turn their attention to Fed chair Kevin Warsh's address in Jackson Hole on Friday.

International Business Times

AMD Stock Alert: Raymond James Sees $201B Revenue Opportunity by 2030

AMD upgraded by Raymond James citing agentic AI demand growth.

Barchart

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Barchart

Why Legendary Investor Michael Burry Says Nvidia Stock Is ‘Wildly Undervalued’… and Why He’s Still Cautious on Shares

Nvidia reported a blockbuster Q2 and issued upbeat guidance. Michael Burry believes NVDA shares are undervalued but still recommends caution.

MarketBeat

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

Fortune

Anthropic makes first move into physical AI with universal standard that could bring scientific labs to life

The Model Hardware Standard (MHS) works with any AI model, not just Claude, but for now only a handful of companies can access the research preview.

International Business Times

Nvidia's AI Boom Is Still Accelerating. Its Revenue Could Soon Leave Apple And Google Behind.

The chipmaker expects sales to grow about 70% in fiscal 2028, far above the roughly 44% growth Wall Street had projected.

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news in one place.

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Barchart

Nvidia’s Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.

Nvidia's latest regulatory filing has revealed some valuable stakes in Big Tech, but the most interesting thing about its portfolio isn't the size. It's the companies Jensen Huang has chosen to invest in.

The Conversation

Europe needs to fight back against US software dominance – and now is the time

Europe’s relationship with American technology increasingly resembles an addiction. The patient knows it’s bad for them but cannot quite bring themselves to break it, because they don’t not know where to start. And yet everyone agrees that the longer the addict waits, the higher the price of the addiction becomes.

Evening Standard

FTSE down as inflation fear offsets Nvidia lift

The FTSE 100 index closed down 85.58 points, 0.8%, at 10,792.54.

The Economic Times

Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,

Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The chipmaker reported $96.2 billion in second-quarter revenue and expects about $108 billion in the current quarter. Its 70% fiscal 2028 growth outlook further strengthened investor confidence in the AI…

The Economic Times

Ahead of Market: 10 things that will decide stock market action on Friday

Indian equities ended sharply lower on Thursday as expiry-day volatility intensified after the first monthly expiry under the Closing Auction Session. Sensex fell 539 points and Nifty 117 points, while technical indicators signalled weakening momentum amid global and geopolitical uncertainty.

Tom’s Hardware

Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history

Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.

International Business Times

Nvidia Already Dominates The AI Chip Market. Now It Will Reportedly Own Hugging Face Too.

The reported $12.9 billion price would be nearly three times Hugging Face's valuation in its 2023 funding round.

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