#Nvidia
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Nvidia's Earnings Surge Lifts Jensen Huang to $196.8 Billion, Sixth-Richest Person
A record revenue beat, a 70% growth forecast and rising AI infrastructure demand added $15.6 billion to Huang's fortune,...
Deutsche Bank's Top 10 US Holdings: How the $344bn Portfolio Moved in Q2
The bank's June 30 filing shows heavier positions in Nvidia, Amazon and Meta, while AMD and Microsoft were trimmed. Here...
Fed's Warsh Opens Door to Rate Hike as Oil Slides and AI Stocks Rally
Fed Chair Kevin Warsh left the door open to tightening after a hot core PCE reading, while Brent slipped on Hormuz hopes...
Nvidia Jumps 6% After Data Center Sales Drive $96.2 Billion Quarter
Revenue rose 106% to $96.2 billion and net income nearly doubled, but Nvidia's margin guidance signals a step down. Afte...
Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers
Barclays says $500bn and $35bn financing platforms let large AI buyers fund compute capacity outside big cloud providers...
AI Buildout Repeats Three Enron Financial Tactics, but Is Not Doomed to Crash
Santa Clara professor Ram Bala says private credit, mark-to-model demand and circular vendor financing echo Enron legall...
Nvidia Considers $3 Billion Stake in SoftBank's SB Energy for OpenAI Data Center
Talks point to a split investment at signing and at SB Energy's possible IPO, underscoring how AI data centers are resha...
Norway’s Sovereign Wealth Fund Posts Record NOK1.75tn Half-Year Profit
The Government Pension Fund Global returned 13% on equities in the first half, led by Asian tech, while Jens Stoltenberg...
Nvidia’s $500 Billion Bet: Making AI Compute Wall Street’s Next Asset Class
Nvidia and six asset managers want to turn AI data centres into investable infrastructure. The real test is whether the ...
Ukraine Claims Nvidia Jetson Orin Chips Found in Russia's New S-71 Cruise Missiles
Kyiv's military intelligence says Nvidia Jetson Orin modules and other Western components were found in Russian S-71 mis...
Nvidia Loses $130 Billion in Market Value on Reports of a $500 Billion AI Financing Plan
Shares fell 2.4% to about $218 on Monday as the Financial Times reported Nvidia is working with Apollo, Blackstone, Blac...
Oracle Rally Lifts Larry Ellison Past Nvidia's Jensen Huang to Seventh-Richest
A 2.6% Oracle gain added $2.9 billion to Ellison's fortune, while a 2.6% Nvidia drop erased almost $4 billion from Huang...
Norway's $2.3tn Oil Fund Turns a Q1 Loss Into a $184bn Half-Year Gain
The world's largest sovereign fund reported a 9.4% first-half return, lifted by Asian tech stocks after a €58bn first-qu...
Norway’s Oil Fund Posts Record €160 Billion Half-Year Profit on Asian Tech Rebound
The world’s largest sovereign investor earned €160 billion in the first half, reversing a €58 billion first-quarter loss...
AI's Infrastructure Boom Is Now Running on Debt, Private Credit and Faith
Demand for AI remains strong, but the buildout is increasingly financed with debt and off-balance-sheet vehicles. The fi...
Nvidia, Wall Street Giants Launch $500B AI Infrastructure Financing Plan
Six Wall Street giants ink MOUs with Nvidia to deploy $500B for AI compute infrastructure, reigniting debate over circul...
IBM Strikes $240M Deal with $8.3B Startup Together AI for Massive Inference Infrastructure
The multi-year agreement will see IBM’s cloud host Nvidia-powered systems dedicated to running open-source AI models fro...
How DDN Quietly Turned Supercomputer Storage into a $1B AI-Fueled Juggernaut
For nearly three decades, DDN kept the world's fastest supercomputers fed with data. Now, riding the AI explosion, it ex...
How Alex Bouzari’s DDN Turned Niche Supercomputing Storage into a $5bn AI Engine
DDN’s software makes GPUs productive, fueling a revenue surge to $1bn as it powers Nvidia, Elon Musk’s xAI and governmen...
The Flamboyant Billionaire Behind DDN, the Secret Weapon Powering AI's Data Deluge
After decades serving supercomputing labs, DDN is riding the AI boom to explosive growth. Founder Alex Buzari’s propriet...
Nvidia Stock Rallies Off Lows, Bullish Technicals and Seasonal Trend Point Higher
Nvidia shares have regained momentum after a 20% correction, with key moving averages and historical seasonality signali...
NVIDIA Stock: Bullish Chart Signals and Strong Seasonal Tailwind
NVIDIA shares show a bullish technical picture and a decade-long seasonal pattern of gains, but traders are warned that ...
Larry Ellison Surpasses Jensen Huang as 7th-Richest Person After Oracle Stock Rally
A 2.7% bump in Oracle shares pushed Larry Ellison's net worth to $192.6 billion, overtaking Nvidia CEO Jensen Huang, who...
Nvidia and Wall Street Giants Plan $500 Billion AI Infrastructure Push
Nvidia teams up with Goldman Sachs, Apollo, BlackRock, and KKR to raise at least half a trillion dollars for data center...
Nvidia and Wall Street Titans Forge $500B AI Infrastructure Financing Pact
Nvidia CEO Jensen Huang rallied Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR into a consortium aimi...
Inside AI's Circular Financing: How Nvidia's $250bn OpenAI Deal Creates Systemic Risk
Big Tech's interconnected AI investments are fueling innovation, but the circular flow of capital between chipmakers, cl...
Tech’s Two-Faced Approach: Open AI and the Sealed Borders of Robotics
In the same week, US regulators moved to block foreign-made advanced robots while tech giants led by Nvidia called for o...
Amundi Semiconductor ETF: Why It’s a 23% NVIDIA Bet
With no single-stock cap, the Amundi MSCI Semiconductors ETF lets NVIDIA’s full market weight dominate the portfolio. We...
SpaceX Goes All-In on Nvidia GPUs, Ditching Multi-Supplier Strategy
Elon Musk commits SpaceX to using only Nvidia GPUs, citing Vera Rubin's architecture, just as the company's first public...
Alibaba Unveils Qwen3.8-Max, a 2.4 Trillion Parameter Open-Source Model to Rival OpenAI and Anthropic
Alibaba claims its new Qwen3.8-Max AI model matches or beats GPT5.6-Sol and Fable 5 in key benchmarks, as the Chinese te...