Tag: NVIDIA Corp
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Trillions are being ‘wasted’ on the AI boom, Arthur Hayes says. He’s betting on what comes next
Former BitMEX CEO Arthur Hayes says the AI infrastructure boom is being overbuilt and is betting an eventual crash and bailout will send crypto higher.
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‘Magnificent Seven’ profit lag: How the rest of the stock market may outpace tech giants this earnings season
The upcoming earnings season could mean the rally broadens out again after the recent weakness in breadth.
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Mistral unveils new AI model it says rivals best open systems from China
Western developers are racing to compete with Chinese companies in open weight and open source AI.
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SpaceX stock is taking off again, but with one key difference this time
Traders are assigning less than a 50% chance SpaceX touches $225 at any point between now and July, according to options pricing.
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Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
See an AI-generated hypothetical portfolio derived from my TV talk and this column’s archives.
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Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
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CNBC Daily Open: ‘Red’ diesel to hit U.S. highways
U.S. President Donald Trump signed an executive order allowing diesel normally reserved for off-road use to hit U.S. public roads and highways.
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Cramer is closely watching Nvidia’s massive buyback. Here’s what he wants to see
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Nvidia’s $20 billion Groq deal faces lawsuit alleging startup’s stockholders were shortchanged
The case alleges that the licensing deal “squeezed out” stockholders by giving them a “lowball price.”
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Nvidia’s $6-trillion milestone looms. Here’s when options traders see it happening
Nvidia will likely cross the $6 trillion threshold by the end of this month, according to options traders.
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