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Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

By Ankur Banerjee SINGAPORE, Nov 12 (Reuters) - As chip giant Nvidia's chief Jensen Huang stepped down on Thursday, investors' biggest fears were as much about the future of the multitrillion-dollar company as its ability and willingness to continue bankrolling the AI boom.
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Broadcom Addresses Customer Concentration Risk Amidst AI Business Growth

Broadcom Addresses Customer Concentration Risk Amidst AI Business Growth

Broadcom Addresses Customer Concentration Risk Amidst AI Business Growth
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Neoclouds, AI stocks slide again as Nvidia turmoil rattles sector

Neoclouds, AI stocks slide again as Nvidia turmoil rattles sector

By Shashwat Chauhan Nov 13 (Reuters) - Shares of AI-related US companies dropped again on Friday, with neoclouds among the worst hit, fueled by fresh jitters over AI financing following Nvidia CEO Jensen Huang's abrupt exit.
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Broadcom's AI Semiconductor Revenue Surges, Outpacing Overall Stock Performance

Broadcom's AI Semiconductor Revenue Surges, Outpacing Overall Stock Performance

Broadcom's AI Semiconductor Revenue Surges, Outpacing Overall Stock Performance
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The Benchmarking Mistakes That Make Claude Comparisons Misleading

The Benchmarking Mistakes That Make Claude Comparisons Misleading

Discover why popular AI leaderboards can be deceptive and learn the common benchmarking mistakes that make comparisons of models like Claude misleading.
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Why Claude vs. ChatGPT Is Really a Debate About AI Platform Strategy

Why Claude vs. ChatGPT Is Really a Debate About AI Platform Strategy

The rivalry between Anthropic's Claude and OpenAI's ChatGPT is less about model benchmarks and more about two competing visions for the future of AI.
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Wall St slides as Nvidia uncertainty drags tech shares lower

Wall St slides as Nvidia uncertainty drags tech shares lower

By Chuck Mikolajczak and Niket Nishant NEW YORK, Nov 13 (Reuters) - US stocks were lower on Friday, as concerns about Nvidia pressured technology shares, while a reading on inflation failed to alter expectations for more rate hikes from the Federal Reserve.
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Why Claude's Design Philosophy Challenges the Race for Bigger AI Models

Why Claude's Design Philosophy Challenges the Race for Bigger AI Models

While many AI labs are in a race to build the biggest models, Anthropic's Claude is charting a different course focused on safety and efficiency.
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Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth
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Retail buyers limit Nvidia stock rout

Retail buyers limit Nvidia stock rout

By Noel Randewich and Chuck Mikolajczak NEW YORK, Nov 12 (Reuters) - Retail bought the Nvidia dip on Thursday in a big way, showing the AI trade is very much alive despite CEO Jensen Huang’s departure.
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Stocks end higher as CoreWeave results ease AI spending worries

Stocks end higher as CoreWeave results ease AI spending worries

By Chuck Mikolajczak and Utkarsh Hathi NEW YORK, Nov 11 (Reuters) - US stocks closed higher on Wednesday, with the S&P 500 and the Nasdaq each rallying more than 1% as earnings from neocloud firm CoreWeave cooled investor concerns about the durability of the AI trade, while Nvidia stabilized after
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Stocks climb as CoreWeave results ease AI spending concerns

Stocks climb as CoreWeave results ease AI spending concerns

By Chuck Mikolajczak and Utkarsh Hathi Nov 11 (Reuters) - US stocks climbed on Wednesday, with the S&P 500 and the Nasdaq each rallying more than 1% as earnings from neocloud firm CoreWeave cooled investor concerns about the durability of the AI trade, while Nvidia stabilized after two straight