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NVIDIA Corporation (NASDAQ:NVDA) just delivered another monster quarter, then immediately gave investors a reason to revisit one of the ugliest questions around the AI boom. Reuters reported on August 27 that Nvidia paused some deals under a financing program launched less than two months earlier that offered credit support to smaller AI cloud companies in […]

New partnerships with AI titans should accelerate the cyber sentry's growth.

Historically, September is the weakest month in the stock market.

The MediaTek investment expands Nvidia's reach across cloud AI, custom silicon, edge computing and automotive systems.

Anthropic has reportedly signed a $35 billion cloud-computing agreement with Nvidia Corp (NASDAQ:NVDA)-backed Lambda, with the latter itself holding the lease for the Texas data center that will support the deal. Anthropic Locks In $35 Billion in AI Computing The deal will give Anthropic access to computing capacity from Lambda as the AI company races to secure the infrastructure needed to support growing demand for its Claude AI products, the Wall Street Journal reported, citing people familiar

The Trump deal to acquire Venezuelan oil could be a windfall for Chevron.

Anthropic signed a $35 billion deal for access to cloud computing power from a US-based startup backed by Nvidia, adding to a string of such deals clinched by the artificial intelligence (AI) developer amid fierce competition for advanced computing power.Anthropic also recently signed a similar six-year-long deal worth $45 billion with Nscale, a cloud provider based in London, which will give Anthropic capacity at a facility in West Virginia, a source confirmed to AFP.  Just this year, Anthropic

Oil prices are rising again.

The database giant's contracted future revenue now exceeds the company's entire market value. That gap is a message from investors.

A report from The Wall Street Journal late Monday said that Anthropic and Nvidia have signed a cloud-computing deal worth $35 billion, backed by cloud provider Lambda and Hut 8, will develop the data center for the same.

Ark is getting more selective inside the AI trade

The company is chasing the data center boom, but after a pullback in the shares, you have to weigh a strong recovery record against some very real market pressures.

Genesis Energy is in a correction, but it's also showing signs of life, indicating it might be worth nibbling at.

The search giant is selling multi-gigawatt blocks of the very thing it says it doesn't have enough of. The margin math shows why.

Aug 31 (Reuters) - Anthropic has signed a cloud-computing deal worth $35 billion with Lambda, a cloud provider backed by Nvidia, a source familiar with the matter said on Monday.

It might not be what you expect.

This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.

Hawkish Fed comments already sent XRP tumbling and wiped out hundreds of millions in leveraged positions, and an actual September rate hike could hit at the exact same moment as a critical Senate vote on crypto regulation.

Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.

REVIEW PREVIEW NEWSLETTER End of August. The S&P 500 and Nasdaq Composite each clocked their best August since 2021, despite Monday’s end-of-month slide. The S&P 500 fell 0.3% on Monday but locked in a monthly gain of 2.

Anthropic PBC agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia Corp., part of an effort to quickly expand its AI capacity, according to a person familiar with the matter.

The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.

The agricultural equipment maker's profits are set to soar.

NVIDIA Corporation (NASDAQ:NVDA) is investing $3.5 billion in Taiwan-based MediaTek through convertible bonds, taking an existing AI partnership a step further. The two companies plan to work together on local AI computing and AI-powered vehicle platforms, while also bringing Nvidia’s accelerated-computing technology into more markets. The investment comes soon after Nvidia reported another strong quarter […]

A rare market shift is changing how Nvidia trades

Investors probably shouldn't read too much into a CEO hyping his own company's stock over the short term.

It's already proving far more difficult than it might sound.

The semiconductor specialist has been weighed down by uncertainty around AI. That paradigm is shifting.

Hardly for the first time recently, the company is making a pricey acquisition.

The HIVE Digital Chairman calls the Wall Street financing platforms “huge,” then points at the bottleneck nobody’s pricing: one gigawatt of data center eats 50,000 tons of copper, the supply isn’t there, and China hasn’t started squeezing yet.