NVIDIA

Nvidia vs Micron Ahead of Earnings: Buyback Capacity or HBM Growth?

Nvidia has permission to buy another $150 billion of its shares. Micron has a more immediate appointment: a fiscal fourth-quarter…

1 week ago

Nvidia’s $150B Buyback: What It Means for NVDA Stock

A semiconductor wafer and processor illustrate Nvidia’s expanded share repurchase authorization. TECHi illustration.Nvidia’s new $150 billion buyback authorization sounds enormous…

1 week ago

Nvidia vs Tesla Stock: Why NVDA Wins the AI Trade Today

Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for…

2 weeks ago

Nvidia vs Palantir Stock: Which Is the Better Buy Now?

Nvidia and Palantir are both sold as ways to own the artificial-intelligence buildout, but investors are buying very different machines.…

2 weeks ago

IONQ Stock Jumps on Nvidia Deal, Then Gives Back Most Gains

Article BriefKey Takeaways4 Points24s Read01The move-IONQ opened 12.5% higher but closed up 4.42%, giving back about two-thirds of its initial…

2 weeks ago

Nvidia Stock Gets a Fresh Autonomous Trucking Catalyst From Einride

Nvidia has added another autonomous-vehicle partner, but the useful signal is not the word “collaboration.” It is the breadth of…

3 weeks ago

Jensen Huang Says AI Doomsday Warnings Are Wrong. Nvidia’s Incentive Matters

Nvidia CEO Jensen Huang has drawn a hard boundary in the argument over artificial intelligence risk. In a CBS News…

3 weeks ago

OpenAI is in talks at a $1.2 trillion valuation, days after calling for an AI slowdown

OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion,…

3 weeks ago

Premarket: Intel, Micron and AMD fall 6% as the AI slowdown call meets $108 oil

The AI chip chain is being sold before the bell and the software that sits on top of it is…

4 weeks ago

Firmus kicks off a A$7 billion IPO: OpenAI anchors Australia’s biggest float since Telstra

Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion,…

4 weeks ago

Nvidia Stock: Nvidia has become its customers’ credit line

Nvidia's revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers…

4 weeks ago

Nvidia may anchor Anthropic’s $2 trillion IPO. It is also the supplier

Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public…

4 weeks ago

The chip selloff is picking sides, and AMD is on the wrong one

Article BriefKey Takeaways4 Points24s Read01The Split-AMD fell 3.71 percent and Intel 4.02 percent on 19 August while Nvidia fell 0.99…

2 months ago

Nvidia’s H200s are flowing to China again, at 13% of the legal limit

Article BriefKey Takeaways4 Points24s Read01The Number-ByteDance and Tencent have each received about 10,000 Nvidia H200 accelerators. US licence terms permit…

2 months ago

Firebird’s Armenia AI factory is live. The 300 MW promise is not

Article BriefKey takeaways4 Points24s Read01What opened-Firebird has launched an operating Blackwell AI facility in Hrazdan, but the opening documents do…

2 months ago

Korea’s sovereign AI factory is really a $10B financing story

The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA…

3 months ago

Z.ai built a gigawatt of AI compute with no Nvidia inside

Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched…

3 months ago

Four AI agent platforms launched in a month. None agree what it is

Article BriefKey Takeaways4 Points24s Read01Four in a month-OpenAI Presence, Meta Business Agent Platform, NVIDIA/ServiceNow Project Arc, and Google Gemini Enterprise…

3 months ago

NVIDIA’s 10× Vera Rubin result needs the missing math

CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the…

3 months ago

NVIDIA’s 32GB Jetson Claim Needs the Missing Benchmarks

NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the…

3 months ago

TECHi Is Now an NVIDIA Inception Member — Here’s How We Got Here

Article BriefKey Takeaways5 Points30s Read01The milestone-TECHi's application to the NVIDIA Inception program was approved on June 13, 2026 — welcome…

3 months ago

Alibaba Stock Jumped 11% While Wall Street Cut Targets — Both Are Right

Article BriefKey Takeaways5 Points30s Read01The move-Alibaba's US shares rose about 11% on July 8 to $108.98 — the best day…

3 months ago

Nvidia Stock Barely Moved on July 1. Everything Around It Repriced

NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On…

3 months ago

Palantir Stock’s $22 Billion Day: What the NVIDIA Deal Really Buys

Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7…

3 months ago

NVIDIA’s Real Moat Is CUDA. Qualcomm Just Paid $3.9B to Attack It.

Article BriefKey Takeaways5 Points30s Read01The deal-Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in…

3 months ago

Wall Street Doubled Its Micron Targets. June 24 Is the Test.

Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…

4 months ago

Vertiv Is Winning AI’s Heat Problem. The Stock Already Knows

Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins.…

4 months ago

The Real AI Bottleneck Is Memory — and Nvidia Just Locked It Up

$205.42· 0.00 (0.00%)Market Cap$4.97TDay Range$203.44 – $207.0752-week range$141.84 – $236.26Consensus target$298.93 · Buy (61 analysts)Forward P/E≈23×Next earningsAug 25, 2026As of…

4 months ago

Intel’s Foundry Finally Has Real Customers — Its Stock Is Priced for More

$124.57▲ +7.61 (+6.51%)Market Cap$626.1BDay Range$115.33 – $127.6052-week range$18.96 – $132.75Consensus target$93.12 · Hold (48 analysts)Forward P/E≈147×Next earningsJul 22, 2026As of…

4 months ago

The AI Trade Just Got Less Forgiving

Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…

4 months ago