Tag: NVIDIA Corp
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Could there be a $10 trillion company? Tech investing star Laffont thinks so
A new regime of trillion-dollar companies is replacing the ‘Magnificent Seven.’
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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Tech rout intensifies as selloff grips global stocks
Global stocks sold off on Tuesday, led by deep losses for tech stocks following a losing session for the sector on Wall Street.
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Magnificent 7 stock pullback now looks like a buying opportunity, strategist says
Recent weakness in Magnificant 7 now looks to be an opportunity for investors, given that US equity trends remain bullish in the near term, Fundstrat says.
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Nvidia’s stock struggles as Kalshi traders bet chip prices are coming down
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
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Three key AI stocks to watch this week with traders expecting giant moves
Micron and Cerebras report this week. Also there’s heavy options activity in Super Micro.
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Can anyone join Musk in the trillionaire club? Zuckerberg has best shot, according to prediction markets
The Meta CEO is seen as next to join the Tesla and SpaceX CEO. Nvidia CEO Jensen Huang is seen as the second-most-likely.
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SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
SpaceX has turned its Colossus data center into a commercial computing power platform, landing recent deals with Anthropic, Google and Cursor.
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This nuclear stock will benefit from AI datacenter buildout and soaring energy demand, Roth Capital says
Stock in Nano Nuclear Energy should appreciate as it nears commercialization of its reactor plans while energy demand is surging, Roth Capital said.
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Memory crisis hits such extremes that ‘even Apple can’t be safe’
Apple appears poised to take the rare step of increasing prices to deal with what CEO Tim Cook called an “unsustainable” memory shortage.
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