Why 1 Nvidia Insider Just Sold Another $300 Million in Shares Nvidia stock sinks as director Mark Stevens sells more of it. Here’s why retail investors are cautioned against following suit. Barchart · Sep 23
Trump calls AI oversight a 'globalist scheme' as Amodei and Altman head to the UN to ask for it The clash comes days before Trump meets Xi Jinping in New York. Fortune · Sep 23
Trump-Xi Summit Is Coming: 3 Areas Investors Should Watch The upcoming Trump-Xi summit could move markets, with investors closely watching developments in trade, AI and semiconductors, agriculture, and rare earths. Barchart · Sep 23
Jensen Huang’s Latest Nvidia Prediction Sounds Bold. Here’s Why It Might Not Be Bold Enough. Doubling chip sales could push Nvidia’s annual revenue past $600 billion, with demand for AI infrastructure providing even more room for growth. Barchart · Sep 23
AMD Just Joined the $1 Trillion Club as Chip and AI Stocks Rallied. What This Means for Investors. AMD briefly joined the $1 trillion club on Sept. 21 as shares surged nearly 10% to a record above $616, making it the fourth U.S. chipmaker to reach that mark. Barchart · Sep 23
Nvidia Partner IonQ Sparks a Quantum Computing Stock Rally — Here’s One Way to Invest. Investors looking to participate in quantum computing stock upside with minimized single-stock risk might consider this ETF play. Barchart · Sep 23
Dear Nvidia Stock Fans, Mark Your Calendars for September 24 Nvidia investors have a key date to watch, as Jensen Huang’s Sept. 24 White House appearance with Trump and Xi could offer fresh signals on China access and growth outlook. Barchart · Sep 23
These 4 Companies Are Monetizing AI Today NVIDIA, Microsoft, Alphabet, and Palantir are monetizing AI through distinct moats, from hardware and cloud services to advertising and safety-focused data orchestration, driving cash flow and shareholder returns. MarketBeat · Sep 23
AI-based drug developer Basecamp valued at $800 million after $140 million funding round The oversubscribed round was led by S32, with participation from Nvidia, Anthropic's Anthology Fund, Catalio Capital Management, the NATO Innovation Fund, the Rockefeller Foundation and Singular, among other investors. The Economic Times · Sep 23
Trump insists the US ‘win AI’ over China — or else. The reality is even more stark IN FOCUS: Unlike when the US went all out to beat Russia to the moon, Trump is both feeding China the means of production on AI, and using Xi Jinping as a bogeyman to eschew guardrails for the tech. That strategy, writes Andrew Feinberg, ties in to something a handful… The Independent UK · Sep 23
The next Nvidia? Professional investors reveal their top tech stock pick Fund managers and investment analysts make their choices on the next big tech firm whose share price could surge The Independent UK · Sep 23
A 1,252% Revenue Surge Isn’t the Most Important Number in This Nvidia-Backed AI IPO Nscale is entering the public markets with extraordinary growth, massive customer commitments, and some numbers investors need to keep a close eye on. Barchart · Sep 23
Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research. Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best fits investors. Barchart · Sep 23
China's Alibaba launches international data centre push Chinese tech giant Alibaba unveiled plans on Wednesday to expand its overseas data centres, targeting markets across Europe and the Middle East. Alibaba is targeting more than 20 gigawatts of global data centre capacity by 2032, Wu said during the firm's annual flagship conference in Hangzhou. The Economic Times · Sep 23
The Economic Times · Sep 23 Tech elite's new school Horowitz Andreessen Academy aims to replace university The most powerful venture capital firm in Silicon Valley is starting a two-year private school for young people intended to replace college, as some US tech elite question the benefits of a classical university education. This will precede the eventual two-year, paid version of the program, which Biyani said would…
InsideEVs · Sep 23 Mercedes Taps Wayve For Tesla FSD-Like System Within 2 Years Mercedes is enlisting the UK's Wayve to supply advanced driver-assistance technology within the next two years.
The Economic Times · Sep 23 Nvidia's stock is flashing a warning sign as valuation drops Nvidia Corp's stock currently trades at less than 17 times its projected profit for the upcoming year, marking a notable decline from earlier values seen in 2025 and mid-2023. Despite solid fundamentals, investor confidence is wavering on the sustainability of the company's earnings. The stock's performance follows a rally in…
Barchart · Sep 22 Intel vs. TSMC: One Chip Stock Controls 72.5% of the Foundry Market. The Other Is Mounting a Comeback. A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
Barchart · Sep 22 Nebius Stock Spikes 4% on Higher Computer Prices. How to Play NBIS Stock Here. Nebius stock climbed after reports of higher AI computing prices and a new Palantir deal. Here's what's behind the NBIS stock move.
Barchart · Sep 22 Dear Microsoft Stock Fans, Mark Your Calendars for September 24 Microsoft CEO Satya Nadella joins tech titans at a Sept. 24 White House dinner for Xi Jinping, a moment that could matter for MSFT stock.
The Independent UK · Sep 22 OpenAI’s leaders among the few who got an invite to Trump-China state dinner: report Nvidia CEO Jensen Huang and Google CEO Sundar Pichai are also expected to attend
MarketBeat · Sep 22 AMD Chips Away at NVIDIA's AI Throne AMD shares topped $620 and its market cap surpassed $1 trillion, driven by major deals with OpenAI and Oracle, strong data center revenue growth, and rising pricing power.
MarketBeat · Sep 22 IonQ’s AI Breakthrough Looks Big—But Can It Drive Revenue? IonQ and partners at Oak Ridge National Laboratory and NVIDIA used generative AI to speed quantum circuit design, cutting runtime dramatically, though commercial impact remains unclear.
International Business Times · Sep 22 Alibaba Shares Surge After Major AI Announcement Including a New Chip and a Massive Data Center The company made the announcements at its annual Apsara Conference.
Barchart · Sep 22 Nvidia Stock is Historically Cheap. The Decade-Low Multiple Reflects Risks, But This Looks Like a Can't-Miss Buy Opportunity for NVDA. What’s behind the compressed earnings multiple in NVDA, and why investors might want to pick up shares at these levels.