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Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE
TheStreet110d agobullish
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE

Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuitive: stack roughly $8.5 billion of put options against Nvidia while piling into Bitcoin miners pivoting to AI, including a new position in ...

AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate
Simply Wall St.110d agoneutral
AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate

AMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...

Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
24/7 Wall St.110d agobullish
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Investing.com110d agoneutral
ARK Venture Fund backs AI GPU marketplace startup Hydra Host

Hydra Host closed a $100 million Series A on June 15, 2026, led by Kindred Ventures with participation from NVIDIA, ARK Invest, SPLY Capital, Jasper Lau's Era Funds, Comcast Ventures, Magnetar, and PEAK6. Existing investors including Founders Fund, 10x Founders, Sterling Road, and Flume Ventures (with participation from Scott McNealy) also participated in the round.

Investing.com110d agoneutral
This analyst sees Intel reaching a $5 trillion valuation

Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.