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Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development

Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development

Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development
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Bank of America Identifies Eight Semiconductor Stocks as 'Enhanced Buy Opportunities' Amidst Short-Term Pressures

Bank of America Identifies Eight Semiconductor Stocks as 'Enhanced Buy Opportunities' Amidst Short-Term Pressures

Bank of America Identifies Eight Semiconductor Stocks as 'Enhanced Buy Opportunities' Amidst Short-Term Pressures
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Moonshot AI Seeks 30% Revenue Share from U.S. Cloud Providers for Kimi K3 Model

Moonshot AI Seeks 30% Revenue Share from U.S. Cloud Providers for Kimi K3 Model

Moonshot AI Seeks 30% Revenue Share from U.S. Cloud Providers for Kimi K3 Model
TheStreet TheStreet
The AI trade is changing — here’s where to look for opportunity next

The AI trade is changing — here’s where to look for opportunity next

Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors.
Reuters Reuters
Nvidia's revenue forecast lifts Wall Street; investors eye the Fed's Warsh

Nvidia's revenue forecast lifts Wall Street; investors eye the Fed's Warsh

By Purvi Agarwal, Niket Nishant and Saeed Azhar Aug 27 (Reuters) - The tech-heavy Nasdaq outperformed peers on Thursday after Nvidia's blockbuster results reaffirmed the strength of the AI boom and fueled gains in technology stocks.
Reuters Reuters
OpenAI, Nvidia CEOs to speak at tech-focused G20 meeting

OpenAI, Nvidia CEOs to speak at tech-focused G20 meeting

By Courtney Rozen and Jaspreet Singh Aug 27 (Reuters) - Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman are scheduled to appear at a tech-focused Group of 20 ministerial meeting in Raleigh, North Carolina, next week, according to a source familiar with the event details.
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Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives

Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives

Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives
Reuters Reuters
Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Nvidia forecasts quarterly revenue above estimates, fails to ignite shares

Aug 26 (Reuters) - Nvidia's quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on Wednesday, signaling that demand for its AI chips continued unabated.
Reuters Reuters
Huawei plans for more AI pharma tie-ups, says healthcare president

Huawei plans for more AI pharma tie-ups, says healthcare president

SHANGHAI, Aug 27 (Reuters) - Chinese technology conglomerate Huawei plans to expand its AI cooperation with local pharmaceutical firms into drug development and clinical practice, a senior executive said.
TheStreet TheStreet
Nvidia faces a $280 billion test Wall Street sees differently

Nvidia faces a $280 billion test Wall Street sees differently

Investors will be watching Nvidia's Vera Rubin platform as the company squares off against competitors.
AP News AP News
US stocks drift lower while bonds yields rise following the latest update on inflation

US stocks drift lower while bonds yields rise following the latest update on inflation

The U.S. stock market is drifting lower after a report said inflation last month was a touch worse than economists expected
AP News AP News
US stocks and bonds drift following the latest update on inflation

US stocks and bonds drift following the latest update on inflation

The U.S. stock market is drifting after a report said inflation last month was a touch worse than economists expected