High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
AI model-training startup AfterQuery has reportedly raised a round that valued it at $3.2 billion, just five months after announcing its $30 million Series A at a $300 million valuation in April.
During a recent episode of The AI Investor Podcast, Eric Bleeker covered the news regarding OpenAI's new custom chip, Jalapeño, and its comparison to Nvidia's Blackwell. OpenAI designed the chip with Broadcom and Celestica, which could be a boon to each of those company's stocks as we look ahead to 2027 and 2028. Eric also explored the implications for the broader semiconductor landscape now that the news about this latest chip is official.
The deal, part of MediaTek's record $3.9 billion bond offering, ties Nvidia's chip ecosystem to a Taiwanese rival building its own AI accelerator business.
During a recent episode of The AI Investor Podcast, Eric Bleeker broke down Nvidia's massive earnings report and staggering 70 percent revenue growth forecast for 2028. Eric analyzed Nvidia's attractive valuation relative to the broader market, contrasting its growth trajectory with Broadcom, and explored reports that Nvidia is in talks to acquire Hugging Face for over 13 billion dollars, signaling an even deeper push into AI model infrastructure.
Quantum computing stocks may drop dramatically if investors decide they've been paying too much for hoped-for future growth.
The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.
Moby summary of Medtronic plc's Q1 2027 earnings call
Moby summary of Regis Corporation's Q4 2026 earnings call
The makeup of RTX's massive backlog might not be what you would expect.
A new infrastructure win strengthens an already aggressive bull case
September is a notoriously tough month for the markets, but it's a longer-term outlook that matters most.
MediaTek Stock Jumps 10% After Nvidia's $3.5 Billion AI Chip Investment
John Ternus replaced Tim Cook as Apple's CEO on Sept. 1, 2026, ending a 15-year run that took the company from roughly $350 billion to about $4.6 trillion. Cook isn't leaving -- he becomes executive chairman of the board.
This warehouse automation company is tightly tethered to Walmart.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at Nvidia's (NVDA) two newest deals: one with Taiwanese AI chip designer Mediatek (2454.TW), and one with Anthropic (ANTH.PVT) and Lambda.
Nvidia Lands SpaceX AI Deal as Musk Takes Data Centers Into Orbit
The memory chip bottleneck shows no signs of slowing at the moment.
A $45 million gap, a commercial business growing far faster, and a crossover the current growth rates put just one quarter away.
Energy Transfer and MPLX are reliable income-generating pipeline plays.
In my book, there's lots to be gained by moving to a smaller space.
A dose of uncertainty from Wall Street weighed on the shares.
Apple stock jumped 2.5% Tuesday while the S&P 500 and Nasdaq both fell, and the reason is a name change at the top: John Ternus is officially CEO.
Cash only feels safe when you forget about the destructive impact of inflation.
Chips are big business and make big headlines. Globally, according to Fortune Business Insights, the semiconductor market was valued at $598.06 billion in 2025, and is expected to reach more than $1.47 trillion by 2034, representing a CAGR of 10.60% over the period. The US holds a vital position in the chip industry. The American market, with its combination of design and innovation leadership in semiconductors, its advanced manufacturing capabilities, and its strong protections for intellectual
Being early proved costly as AI stocks kept climbing
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