Tag: NVIDIA Corp
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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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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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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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SpaceX shares to more than double to above $400, research firm predicts
The stock move could make SpaceX the largest company in the world.
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