Tag: Direxion Daily Semiconductor Bear 3X Shares
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CNBC Daily Open: Chips, ships and a sliding yen
After having sold Wall Street on the chips powering the artificial intelligence boom, Nvidia wants Wall Street to help bankroll the buildout itself.
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CNBC Daily Open: Big Tech wants to tap Wall Street’s big wallets
After three years of Big Tech splashing out on AI investments, Nvidia is looking to shake up the industry by tapping into Wall Street cash.
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SpaceX’s earnings are not helping its stock, but Nvidia is getting a boost
Hyperscalers’ pain at the level of capex is a chipmaker’s potential gain
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AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher
Strong earnings from Lam Research, Microsoft and Arm boosted hard-hit semiconductor stocks.
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Chip stocks head for one of their worst months ever. Is it a blip or the end?
In the run up to its March 2000 peak, the leading chip stock index saw many months of percentage losses comparable to the current monthly pullback.
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Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia’s credit.
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Moonshot AI accessed Nvidia’s chips despite Chinese export ban, White House official says
A White House official said Moonshot AI, which released the powerful Kimi K3 model last week, accessed Nvidia’s GB300 chips in Thailand.
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Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Nvidia said it would invest $2 billion into Nebius in March.
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Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
The reported delay adds to concerns that Nvidia’s breakneck annual release cadence is colliding with manufacturing limits.
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Nvidia offers start-up customers chance to swap compute power for revenue share
Nvidia says it will give start-ups the chance to swap access to compute power for a slice of future profits under a new program aimed at AI-focused firms.
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