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Intel has reportedly signed an initial deal to acquire AI chip startup SambaNova.
The king of the artificial intelligence hill is looking over his shoulder, and the view is unsettling. For three years, OpenAI enjoyed a status bordering on invincibility. They launched ChatGPT, captured...
Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.
Wall Street loves a narrative, and for the past few weeks, the prevailing story involved a looming disaster. Critics shouted that the artificial intelligence trade had overheated. They claimed the spending...
After paring his complete stake in Nvidia, the Palantir co-founder has trimmed his stake in the EV leader substantially.
Nvidia stock extends losses as regulatory filings confirm Peter Thiel has sold his stake in the AI darling. But Bank of America doesn’t agree with Thiel’s cautious stance on NVDA shares.
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Tepper's Appaloosa Management unloaded its position in Intel in Q3, but this shouldn't be treated as a red flag to most investors.
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Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.
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Nvidia stock sinks as SoftBank sells entire stake in the chipmaker for $5.83 billion. Citi analyst recommends buying NVDA shares on the pullback.
SoftBank’s exit comes at a time when the market is increasingly questioning whether the billions flowing into AI infrastructure will translate into sustainable returns.