Tag: NVIDIA Corp
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Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
This is yet another sign that investors need to look beyond AI stocks.
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More tech pain means gains elsewhere. What’s winning in Monday’s mixed market
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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Oil prices cool, AI’s ‘distillation’ debate, Ford’s ‘Nike shoe drop’ and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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CNBC Daily Open: Markets finally get a calm weekend; Nvidia and SK Hynix announce massive memory deal
It’s been a relatively calm weekend. Finally, there was a pause in the fighting in the Middle East instead of an escalation.
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What more expensive corporate debt could mean for the AI buildout
Wider credit spreads are coming, and they will pressurize heavily indebted segments of the tech sector.
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From Silicon Valley to DC, the tech world is suddenly obsessed with one concept in AI: Distillation
Distillation has long been a topic for AI wonks, but it’s become a hot-button issue of late as techies and lawmakers debate how it should be regulated.
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Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal
Nvidia is aggressively securing supply of high-bandwidth memory, an essential component for its GPUs and systems.
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This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
The investment bank upgraded shares to buy from neutral.
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