NVIDIA Corp
Why the ‘Mag 7 is too much of the market, get out’ is money-losing, false narrative
Investing is not just a game of giant Jenga. But the pessimistic hedge funds, or the ones who must have shorts on to justify their high fees, as well as their media acolytes who sound so painfully bearish even if they are just trying to sound like informed skeptics, sure make it seem that way […]
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Lock in the gain? S&P 500 enters final two months of the year up 16%
Lock it in or let it ride? It’s a question that investors might ponder at this point in an unexpectedly rewarding year, as the calendar pivots appropriately from the season of feigned fright to one of gratitude for life’s bounty. For most people, this is less about getting fully out of or staying wholly in […]
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China’s Xi pushes for global AI body at APEC in counter to U.S.
Chinese President Xi Jinping took center stage at a meeting of APEC leaders on Saturday to push a proposal for a global body to govern artificial intelligence and position China as an alternative to the United States on trade cooperation. The comments were the first by the Chinese leader on an initiative Beijing unveiled this […]
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Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Tech’s internet giants have made it through earnings season, and they offered a consistent message to Wall Street: Artificial intelligence investments are only […]
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Nvidia’s Huang downplays concerns over selling AI chips to Beijing: It has ‘plenty’ of its own
Nvidia CEO Jensen Huang listens to a reporter’s question during a press conference at the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Ezra Acayan | Getty Images News | Getty Images Nvidia CEO Jensen Huang doesn’t buy the national security concerns over his firm selling its most advanced semiconductors to China, […]
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Nvidia CEO Jensen Huang says AI is in a ‘virtuous cycle.’ Here’s what he means
NVIDIA CEO Jensen Huang speaks during the Live Keynote Pregame during the Nvidia GTC (GPU Technology Conference) in Washington, DC, on Oct. 28, 2025. Jim Watson | AFP | Getty Images Nvidia CEO Jensen Huang said on Friday that artificial intelligence had reached a “virtuous cycle,” tipping the industry for continuous growth. Speaking at the […]
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Samsung building facility with 50,000 Nvidia GPUs to automate chip manufacturing
Jensen Huang, chief executive officer of Nvidia Corp., during the keynote address at the Nvidia GTC (GPU Technology Conference) in Washington, DC, US, on Tuesday, Oct. 28, 2025. Kent Nishimura | Bloomberg | Getty Images Korean semiconductor giant Samsung said on Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphic […]
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Stock futures rise after upbeat tech earnings: Live updates
Traders work on the floor of the New York Stock Exchange in New York on Oct. 30, 2025. Angela Weiss | AFP | Getty Images Stock futures rose Thursday night as investors pored over a couple of key earnings reports from Big Tech companies. Futures tied to the Dow Jones Industrial Average added 17 points, […]
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Apple isn’t playing the same AI capex game as the rest of the megacaps
While many of the largest tech companies race to build massive data centers for their artificial intelligence ambitions, Apple is taking a more modest approach. Instead of simply buying as many AI chips as possible, Apple buys computing capacity from outside partners, finance chief Kevan Parekh explained Thursday on the company’s fourth quarter earnings call. […]
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SF Mayor Lurie says city ‘on the rise’ after Trump reverses course on troop deployment
San Francisco Mayor Daniel Lurie speaks during a press conference at San Francisco City Hall on Oct. 23, 2025 in San Francisco, California. Justin Sullivan | Getty Images San Francisco Mayor Daniel Lurie, who was recently thrust into a national debate about the safety of big cities, told CNBC on Thursday that he feels “pressure […]
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