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Nvidia has permission to buy another $150 billion of its shares. Micron has a more immediate appointment: a fiscal fourth-quarter earnings call on September 30. For an investor choosing between the two AI infrastructure stocks…
A semiconductor wafer and processor illustrate Nvidia’s expanded share repurchase authorization. TECHi illustration. Nvidia’s new $150 billion buyback authorization sounds enormous because it is. But against a company valued at about $5.52 trillion, the additional…
Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for artificial intelligence today? Nvidia shares were up 2.25% at $230.13 at 1:27 p.m. EDT, while…
Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines. Nvidia sells the computing platform that makes modern AI possible. Palantir sells software that helps…
Article Brief Key Takeaways 4 Points24s Read 01The move–IONQ opened 12.5% higher but closed up 4.42%, giving back about two-thirds of its initial gain. 02Nvidia catalyst–IonQ’s Superion 256 will be the first QPU installed at…
Nvidia has added another autonomous-vehicle partner, but the useful signal is not the word “collaboration.” It is the breadth of the stack Einride plans to use. The Swedish freight operator will adapt Nvidia Hyperion for…
Nvidia CEO Jensen Huang has drawn a hard boundary in the argument over artificial intelligence risk. In a CBS News interview aired Sunday, he rejected predictions that AI could end humanity within the next few…
OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion, the Financial Times reported on Tuesday evening, three days after Sam Altman said the company…
The AI chip chain is being sold before the bell and the software that sits on top of it is being bought. At 9:17 a.m. ET, Intel was down 6.8%, Micron 6.2%, AMD 5.8%, Arm…
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion, about US$5 billion, on the Australian Securities Exchange, with a listing targeted for the end…
Nvidia’s revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers is the question the market is actually pricing, and it is not about demand. It…
Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public offering ever attempted, Reuters reported on Friday evening, citing two people familiar with the matter….
Article Brief Key Takeaways 4 Points24s Read 01The Split–AMD fell 3.71 percent and Intel 4.02 percent on 19 August while Nvidia fell 0.99 percent. Same industry, same AI capital cycle, same session, very different treatment….
Article Brief Key Takeaways 4 Points24s Read 01The Number–ByteDance and Tencent have each received about 10,000 Nvidia H200 accelerators. US licence terms permit up to 75,000 per approved customer. The deliveries are 13 percent of…
Article Brief Key takeaways 4 Points24s Read 01What opened–Firebird has launched an operating Blackwell AI facility in Hrazdan, but the opening documents do not disclose a commissioned GPU count or energized IT load. 02Capacity gap–Firebird…
The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA and Brookfield said they will more than triple the NVIDIA DSX AI factory at NAVER’s…
Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched on part of a data center drawing roughly a gigawatt of power that runs, by…
Article Brief Key Takeaways 4 Points24s Read 01Four in a month–OpenAI Presence, Meta Business Agent Platform, NVIDIA/ServiceNow Project Arc, and Google Gemini Enterprise all launched within roughly a month. 02No shared definition–They optimize different control…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the DeepSeek-R1 token throughput per megawatt of a GB200 NVL72 at the same interactivity target. That…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the 32GB Jetson T3000 can deliver inference performance similar to the 128GB T5000 on multimodal workloads….
Article Brief Key Takeaways 5 Points30s Read 01The milestone–TECHi’s application to the NVIDIA Inception program was approved on June 13, 2026 — welcome email, Jensen Huang greeting and member benefits included. 02The program–Inception is NVIDIA’s…
Article Brief Key Takeaways 5 Points30s Read 01The move–Alibaba’s US shares rose about 11% on July 8 to $108.98 — the best day in ten months — with Hong Kong up 12.2%, the strongest session…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On this tape it was the strangest print of the day — because everything around NVIDIA…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7 billion to its market value on 57 million shares of volume. The proximate cause was…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in the second half of 2026; founders Chris Lattner and Tim Davis stay…
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that has already roughly doubled this year, and a Wall Street that spent the week before…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins. It does not make GPUs; it makes the power and cooling systems that keep racks…
$205.42· 0.00 (0.00%) Market Cap $4.97T Day Range $203.44 – $207.07 52-week range $141.84 – $236.26 Consensus target $298.93 · Buy (61 analysts) Forward P/E ≈23× Next earnings Aug 25, 2026 As of Jun 12,…
$124.57▲ +7.61 (+6.51%) Market Cap $626.1B Day Range $115.33 – $127.60 52-week range $18.96 – $132.75 Consensus target $93.12 · Hold (48 analysts) Forward P/E ≈147× Next earnings Jul 22, 2026 As of Jun 12,…
Friday’s tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished. Broadcom did not hand investors a weak quarter. In its SEC-filed Q2 fiscal 2026 release,…
