Tag: Broadcom Inc
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Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
Nvidia CEO Jensen Huang did it again.
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Anthropic and Nscale strike $45 billion cloud deal, sources say
Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center development in West Virgina, according to sources.
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OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
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OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?
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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We’re trimming our position in an AI stock to protect our profits
This is our second sale in as many days to reduce our exposure to the theme.
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We’re downgrading 2 AI stocks — plus, what we need to see to turn more positive
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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We’re booking a 300% profit in an AI winner and buying more of a healthcare name
The trim puts the portfolio in a better position to withstand backlash against data centers.
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What’s bogging down the data center trade has nothing to do with demand
The stakes are incredibly high for the U.S. to maintain its lead in data centers. It seems to be getting harder and harder in this election year.
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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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Rising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Stocks took their cue from the bond market this week.
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