Notícias
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Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink their spending in ways most investors haven't priced in.
HIVE’s live GPU cloud business generates about $35 million in ARR, while a three-year Bell AI Fabric agreement accounts for another $75 million in contracted revenue.
Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here is what the conference call revealed that completely flipped market sentiment and why analysts believe the biggest growth catalysts have not even arrived yet.
Three AI infrastructure giants are flashing the same rare combination of signals at once, and analysts are quietly setting price targets that would require gains few stocks ever deliver in a single year.
Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Even among high-powered investment experts, one man's trash can be another man's treasure.
“Big Short” investor Steve Eisman says the AI boom has an “Achilles’ heel”: its enormous dependence on OpenAI and Anthropic. But he isn’t ready to short the AI boom yet, because investors lack what he had before betting against subprime...
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
It's a midterm election year, and that could be good news for investors willing to take the long view with these ETFs.
The company's data is valuable for AI training, but advertising is the bigger opportunity.
Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading.
Nvidia will invest $1.5 billion in SoftBank-backed <9984.T> SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data center developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data center development as they race to secure the infrastructure needed for increasingly power-hungry AI models.
Investors that bought this booming exchange-traded fund a decade ago and held on have benefited from the success of the technology sector.
Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the
Nvidia's $500 Billion AI Financing Push Raises the Stakes for NVDA Stock
Market corrections are normal for the S&P 500 and should be expected. How you handle them can improve your returns over time.
Micron shares are back with some momentum.
As Bitcoin treasury companies are finding out, trying to time the crypto market is a recipe for disaster.
The chipmaker revised its plan after investors raised concerns about its risk exposure tied to large financing commitments
Recent developments in the AI Chips sector highlight significant growth and strategic expansions. Fort Technology Inc., a subsidiary of Nexera Technologies, reported a record 49% increase in revenue and a 145% rise in gross profit for the first half of 2026. This growth is attributed to a substantial increase in units sold through the Amazon Marketplace and the expansion into new European markets. Additionally, Fort Technology is expanding its focus into data center solutions through the...
While things aren't picture-perfect for this supercharged dividend stock, its 26% discount to net asset value (NAV) is impossible to ignore.