Tag: NVIDIA Corp
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CoreWeave shares are set to nearly double even as chip costs rise, Truist says
CoreWeave should continue to rally, despite Nvidia raising its GPU prices, as demand for cloud-related infrastructure remains elevated, per to Truist Securties.
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Santoli: Why all the fuss about bond yields is happening now
The textbooks say the cycle high in real yields should act as a restraint on economic growth and equity valuations.
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CNBC Daily Open: The cost of AI, trade showdown and Iran’s ‘economic D-day’
The two forces of AI spending and geopolitical tensions compete for the role of key market driver in early trade.
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Here are the 2 big things we’re watching in the stock market this week
Nvidia reports earnings, and Fed Chairman Kevin Warsh is set to deliver his first Jackson Hole speech.
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Nvidia customers reportedly warned about AI-related price hikes
The chipmaker has told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher, Bloomberg News reported.
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An overlooked AI winner names a new CFO — plus, Nvidia’s key earnings loom
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Big week coming up with PCE, Nvidia earnings and then Jackson Hole. Here’s what to expect
The summer may be winding down, but there’s an awful lot of potentially market moving activity in store next week.
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Jim Cramer looks at why our AI data center stocks are among the worst of the week
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Broadcom debt deal expected to reach upwards of $70 billion, sources say
Broadcom is in talks to raise upwards of $70 to $80 billion in debt for a chip financing deal, CNBC’s David Faber reported on Friday.
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Here are the top 10 things we’re watching in the stock market Friday
Stocks are set for a higher open Friday following a nasty rate-driven pullback on Thursday
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