The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance Elon Musk says SpaceX is going all in on Nvidia's Vera Rubin chips. Here is why that exclusive bet matters for AI investors. Barchart · Aug 9
The Potential of Space-Based Data Centers Is Huge. It's Not Enough to Make SpaceX Stock Appealing. Despite facing tough competition and difficult logistical problems, SPCX is very expensive. Barchart · Aug 9
CoreWeave Stock Stuck in a Bear Market as Short Interest Rises Ahead of Earnings CoreWeave (NASDAQ:CRWV), an Nvidia (NASDAQ:NVDA)-backed company, remains in a bear market after falling 52% from its all-time high. The stock ended the week at $90.60, well above its July low, as investor focus now shifts to the company’s second-quarter earnings report. Benzinga · Aug 8
Nvidia Stock Eyes All-Time High as Key Metrics Points to Bargain Status Nvidia (NASDAQ:NVDA) stock price has staged a strong comeback, rising from last month’s low of $189.90 to $223.96. The stock has now climbed to its highest level since June 2, with both technical indicators and strong fundamentals suggesting that the rally could continue ahead of its second-quarter earnings. Benzinga · Aug 8
Cathie Wood Buys $17.6 Million of Nvidia Stock as SpaceX's GPU Bet Fuels Optimism, Dumps Palantir Stock as Michael Burry's Short Bet Lingers On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Space Exploration Technologies Corp (NASDAQ:SPCX), NVIDIA Corp (NASDAQ:NVDA), Circle Internet Group, Inc. (NYSE:CRCL), and Palantir Technologies Inc. (NASDAQ:PLTR). Benzinga · Aug 6
Amazon’s AI Story Is Bigger Than You Think. Here Are 3 Reasons Why. Artificial intelligence is driving growth in more than one corner of Amazon's sprawling business. Barchart · Aug 5
Nvidia’s Next AI Gold Rush Is Here, And It Already Controls 92% Of It Every country trying to escape American AI dominance is buying it wholesale. Nations are pouring billions into sovereign AI — domestic models, local data centers, infrastructure meant to keep sensitive data within their own borders — and nearly all of it runs on chips from one company: Nvidia Corp. (NASDAQ:NVDA). Benzinga · Aug 5
Here's Exactly What Elon Musk Said About Nvidia on the SpaceX Earnings Call SpaceX and AMD are both selling off after the first SPCX earnings report, while Nvidia stock is rising. Here's what traders need to know. Barchart · Aug 5
3 Humanoid Robot ETFs to Ride a Speculative Trend As humanoid robots emerge as AI's next growth driver, investors can gain diversified exposure through ETFs like BOTZ, CHAT, and AIPO rather than picking individual robotics stocks. MarketBeat · Aug 3
Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX). Benzinga · Jul 31
Steve Eisman Says Cutting AI Capex Would Sink the Market. Spending Too Much Could Be Just as Dangerous for Hyperscaler Stocks. Steve Eisman warns that cutting AI capital expenditures could trigger a broad market selloff. But investors should also consider whether ever-rising hyperscaler spending carries risks of its own. Barchart · Jul 30
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 · Jul 30
These 2 ETFs Let You 2X Chip Stocks No Matter Which Direction They Head Next These ETFs may not be the best way to bet on chip stocks, but for traders, they are tools worth considering. Barchart · Jul 30
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 · Jul 30
Benzinga · Jul 29 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.
Barchart · Jul 29 Long Call Butterfly Trade Ideas for July 27th Using the August 21 expiry, a long call butterfly trade on Apple would involve buying the $280 strike call, selling two of the $340 strike calls and buying one of the $400 strike calls.
Benzinga · Jul 29 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 · Jul 29 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.
Benzinga · Jul 29 Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip 'Absurd' — Ark Loads Up on SpaceX, Tesla On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into SpaceX (NASDAQ:SPCX), followed by sizable trades in Tesla Inc. (NASDAQ:TSLA), Nvidia Corp. (NASDAQ:NVDA), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.…
Benzinga · Jul 28 The Magnificent 7 Just Broke a Key Technical Level: What Happened Next Last Time? One of Wall Street’s most closely watched technical support levels has finally given way.
Barchart · Jul 28 Do Wall Street Analysts Like NVIDIA Stock? NVIDIA has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
Benzinga · Jul 28 Nvidia's Potential $250 Billion OpenAI Financing Deal Is Reviving a 1990s Tech Bubble Habit, Analyst Warns: 'Usually Don't End Well' While the structure of Nvidia Corp.‘s (NASDAQ:NVDA) potential financing to help OpenAI lease a massive Ohio data center remains unclear, Seaport Research analyst Jay Goldberg expressed caution about such an arrangement.
Benzinga · Jul 28 Nvidia CEO Jensen Huang Set to Hold High-Stakes Meetings With Congress Members on 'American Leadership' in AI Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is set to hold meetings with members of Congress in Washington this week to discuss the future of artificial intelligence and America’s position in the global AI race.
Benzinga · Jul 27 Nvidia Funds AI Frenzy: Timeline of its Circular Financing Deals ... So Far NVIDIA Corp. (NASDAQ:NVDA) is reportedly in talks to guarantee roughly $250 billion in financing for OpenAI‘s new 10-gigawatt Ohio data center, a project developed by SoftBank’s energy subsidiary, SB Energy, according to The Wall Street Journal.
Benzinga · Jul 27 EXCLUSIVE: Anthropic Is a ‘Generational Company,’ Tema CEO Says — and Why LAZR Made It the Top Holding Before IPO While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China’s newest semiconductor giant is making a very different bet.