Nvidia

Cadence lifts annual revenue forecast on sustained AI chip-design boom

Cadence Design Systems raised its full-year revenue forecast on Monday, betting that sustained, heavy investment in specialized artificial intelligence processors will continue to

Intel soars on signs AI boom for CPUs is here

Demand for Intel's central processors from firms offering AI services was so strong in the first quarter that it sold even chips it had originally

Chinese EV maker NIO bets on in-house chips to cut reliance on Nvidia

NIO is betting that in-house chip development will sharpen its technological edge and improve profitability, Chief Executive William Li said on Friday, as the Chinese

SpaceX targets in-house GPUs as it warns investors of chip supply, costs 

By Echo Wang, Jeffrey Dastin and Max A.

SK Hynix sets record as quarterly profit jumps five-fold, says AI chip demand exceeds capacity

South Korea's SK Hynix on Thursday set a record for quarterly profit with a five-fold jump in earnings and forecast AI chip demand would

TSMC shows smaller, faster chips without a pricey new tool from ASML 

By Stephen Nellis and Max A.

TSMC plans to open chip packaging plant in Arizona by 2029, executive says 

By Stephen Nellis and Max A.

Nvidia has not yet sold its H200 AI chips to China, Lutnick says

Nvidia's powerful H200 AI chips have not yet been sold to Chinese companies, Commerce Department Secretary Howard Lutnick said on Wednesday, citing

In the AI era, Apple's strengths may become its constraints

Apple built its empire on control.

Apple's Ternus era hints at renewed hardware focus, AI growth push

Apple's appointment of longtime hardware chief John Ternus as CEO signals a renewed emphasis on its core strength in devices and focus

Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition

Nvidia has invested $2 billion in Marvell Technology as part of efforts to make it easier for customers to use the custom artificial

Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks

(Corrects to clarify attribution) By Che Pan and Laurie Chen BEIJING, April 1 (Rtrs) - Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding

Nvidia acquisition of SchedMD sparks worry among AI specialists about software access

By Max A.

TSMC Q1 profit jumps 58% to record, beats expectations

TSMC, the world's largest contract chipmaker, posted a 58% jump in first-quarter net profit on Thursday, beating market forecasts and hitting a record, as it benefits from

Nasdaq sets record highs as investors return to tech stocks

The Nasdaq hit an intraday all-time high and closing record on Wednesday, its first since October, as investors returned to technology stocks, signaling a rebound in risk appetite

Jane Street signs $6 billion AI cloud deal with CoreWeave, boosts stake

Trading firm Jane Street has committed about $6 billion for CoreWeave's cloud services, marking the third major deal for the Nvidia-backed cloud company in a week and underscoring

Meta, CoreWeave deepen AI cloud partnership with fresh $21 billion deal

Meta Platforms is deepening its CoreWeave partnership with a fresh $21 billion deal for additional cloud computing capacity, as it rushes to catch up with rivals

SiFive raises $400 million from Atreides, Nvidia for data-center chip technology 

ASML investors bet on 'picks and shovels' of AI revolution

Investors in, Europe’s most valuable listed company, are betting the chip-equipment maker can raise financial forecasts when it

Nvidia delivers another quarter of stellar growth amid growing concern over AI economy

Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology’s latest craze is overblown hyperbole or a springboard into a new era of prosperity and productivity

US stocks rise after getting a reminder of AI's potential upsides

The U.S. stock market rose after getting a reminder that the artificial-intelligence technology boom may also have an upside

US stocks slip as AI fears keep rumbling and oil prices climb

U.S. stocks fell, while oil prices climbed

OpenAI has deleted the word ‘safely’ from its mission – and its new structure is a test for whether AI serves society or shareholders

OpenAI’s restructuring may serve as a test case for how society oversees the work of organizations with the potential to both provide benefits and harm humanity.

How Nvidia became the first $5 trillion company, in 4 charts

How Nvidia became the first $5 trillion company, in 4 charts

Sales of a powerful Nvidia AI chip to China gets the greenlight, with conditions

The Trump administration placed new security requirements on Nividia’s semiconductor sales to China, but essentially greenlighted the export of its powerful H200 artificial intelligence chips to Chinese buyers

Fears of an AI bubble were nowhere to be found at the world’s biggest tech show

Fears of an AI bubble were nowhere to be found at the world’s biggest tech show

The coolest technology from Day 2 of CES 2026

Crowds flooded freshly opened showroom floors on Day 2 of CES, met by thousands of robots, AI companions, assistants, health longevity tech, wearables and more

The coolest technology from Day 1 of CES 2026

Nvidia, AMD and Intel all had important chip and AI platform announcements on the first day of CES 2026, but all audiences wanted to see more of was Star Wars and Jensen Huang’s little robot buddies

What to expect from CES 2026, the annual show of all things tech?

With the start of the New Year squarely behind us, it’s once again time for the annual CES trade show to shine a spotlight on the latest tech companies plan on offering in 2026

US stocks rise at the start of a holiday-shortened week

Stocks closed higher on Wall Street at the start of what’s expected to be a relatively calm holiday week

The big wrinkle in the multitrillion-dollar AI buildout

The big wrinkle in the multitrillion-dollar AI buildout

US stocks drift ahead of Tuesday's jobs report

Wall Street drifted through a quiet day of trading, ahead of economic reports this week that could drive where interest rates go

Time picked a rough day to announce its ‘Person of the Year’

Time picked a rough day to announce its ‘Person of the Year’

The Latest: Trump speaks on Americans’ economic worries and blames Democrats at Pennsylvania rally

President Donald Trump road-tested his claims that he’s tackling Americans’ affordability woes at a Tuesday rally in Mount Pocono, Pennsylvania

Trump approves sale of more advanced Nvidia computer chips used in AI to China

President Donald Trump says he will allow Nvidia to sell its H200 computer chip used in the development of artificial intelligence to “approved customers” in China

Salesforce CEO vies to overcome investors' AI skepticism while touting company's quarterly numbers

After riding the artificial intelligence craze to new heights, business software maker Salesforce has been pummeled by a wave of investor skepticism that’s intensified the pressure on its persuasive CEO Marc Benioff to reverse the tide

Trump praises Nvidia CEO Jensen Huang after discussion about export controls

U.S.

Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold

Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance of new models - including

Nvidia takes $2 billion stake in Synopsys as AI deal spree accelerates

Nvidia has invested $2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly develop new tools for

Nvidia releases open-source software for self-driving car development 

Nvidia on Monday released new open-source software aimed at speeding up the development of

Amazon to use Nvidia tech in AI chips, roll out new servers

Amazon.com's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future generations of its artificial

Nvidia CFO says chipmaker yet to finalize $100 billion OpenAI deal

Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on

Anthropic acquires developer tool startup Bun to scale AI coding

Artificial intelligence startup Anthropic said on Tuesday it has acquired Bun, which helps developers run and manage codes more effectively, as the Claude maker looks to boost the

China's tech giants move AI model training overseas to access Nvidia chips, FT reports

Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures aimed at curbing their progress in advanced technology, Financial

Nvidia rebuts critics in memo to analysts amid pushback campaign 

Nvidia, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by

Dell bets on rising AI server demand to forecast higher growth

Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost

Stocks climb on hopes for lower interest rates as Dow rallies 660 points

Stocks climbed again on hopes for a coming cut to interest rates

The pAIn trade

By Anna Szymanski LONDON, November 21 (REUTERS) -Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.       

Foxconn-Nvidia $1.4 billion Taiwan supercomputing cluster to be ready by H1 2026, Foxconn says

Foxconn said on Friday that a $1.4 billion supercomputing centre it is building with Nvidia will be ready by the first

Trading Day: Nvidia sparkle vanishes, Wall Street slammed

Wall Street experienced a wild rollercoaster ride on Thursday, opening sharply higher on another set of strong results from artificial intelligence giant

Wall Street indexes end lower after sharp reversal, tech leads drop

Wall Street stocks slid on Thursday in a sharp reversal from an early rally, as technology gains faded after a boost from Nvidia's earnings and U.S. jobs

Nvidia calms the horses, Fed bets evaporate

By Mike Dolan -        What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets As has often been the case over the past two years, Nvidia's forecast-beating

FTSE 100 breaks losing streak after Nvidia forecast kindles global rally

London's FTSE 100 snapped a five-day losing streak on Thursday, as defence and energy shares led a recovery amid a global rally sparked by AI bellwether Nvidia's upbeat forecast.

Global tech shares surge as Nvidia's AI boom powers market rally

Global technology shares rallied on Thursday after Nvidia's blow-out quarterly results signaled that demand for artificial intelligence hardware remains strong

Global tech shares falter as Nvidia-led rally stalls

U.S. technology stocks failed to hold on their initial gains on Thursday, as a rally driven by Nvidia ran out of steam with concerns of lofty

Tipping point or bubble? Nvidia CEO sees AI transformation while skeptics count the risks

Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point.

Amkor shares rally in late trade, to work with Nvidia on packaging 

Shares in Amkor Technology rose more than 8% in after-the-bell trading on Wednesday during Nvidia's conference call after the AI chip leader's chief financial officer named Amkor among

Nvidia's strong forecast calms AI bubble jitters, for now

Nvidia CEO Jensen Huang on Wednesday shrugged off concerns about an AI bubble as the company surprised Wall Street with accelerating growth after

Why the world’s richest man and the CEO of the most valuable company met with Saudi officials

Why the world’s richest man and the CEO of the most valuable company met with Saudi officials

Trading Day: Markets becalmed, Nvidia reports

Global stock markets were generally calm on Wednesday and wider measures of volatility eased as investors awaited U.S. chipmaker Nvidia's latest earnings,

Wall Street swings through another erratic day ahead of a couple of crucial tests

The U.S. stock market swung through another unsettled day of trading, ahead of a couple of crucial tests for Wall Street

Wall St ends higher in anticipation of jobs data, Nvidia tops estimates

U.S. stocks climbed on Wednesday, clawing back some ground lost during the recent selloff as investors positioned themselves ahead of Nvidia's much-anticipated

Nvidia, Menlo Micro collaboration speeds up AI chip testing

Nvidia and Menlo Micro on Wednesday said they have used technology from the startup to dramatically speed up the testing of AI chips, easing a significant

Tech rout pauses for Nvidia, Japan jarred

By Mike Dolan -What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets Anticipation of AI giant Nvidia's results after today's closing bell allowed Wall

Nvidia shift to smartphone-style memory could double server-memory prices by end-2026

Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a

Brookfield launches $100 billion AI infrastructure program with Nvidia

Brookfield Asset Management launched a $100 billion artificial intelligence infrastructure program in partnership with Nvidia and Kuwait Investment Authority, the Canadian company said on

Elon Musk, Jensen Huang to talk AI at US-Saudi investment forum

Tesla CEO Elon Musk and Nvidia CEO Jensen Huang will take part in a discussion on advances in artificial intelligence and technology at a U.S.-Saudi Arabia

Stocks drop after another jarring day as worries about too-high prices keep dogging Nvidia, bitcoin

U.S. stocks fell again following a sell-off that swept Europe and Asia

How Big Tech is faring against US antitrust lawsuits

A federal judge ruling that Meta Platforms does not hold an illegal social media monopoly handed Big Tech its first decisive win against the antitrust crackdown started in

Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure

Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services, the latest

Microsoft partners with Anthropic and Nvidia in cloud infrastructure deal

Microsoft has announced a partnership with AI company Anthropic and chipmaker Nvidia

Bitcoin drops below $90,000 for the first time since April then rebounds

Bitcoin briefly fell below $90,000 overnight as investors sell once high-flying assets like cryptocurrencies and artificial intelligence stocks

Bubble or breakout? Nvidia earnings put AI boom under the microscope

The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the chipmaker reports results, with

European shares close at one-month low on Fed rate cut worries, tech valuations

European shares fell on Tuesday, with those in Germany near a five-month low as a broad risk-off mood gripped global markets,

TSX falls to 10-day low as investors fret about AI spending levels

Canada's main stock index fell to a 10-day low on Monday as worries about the sustainability of the spending boom around artificial intelligence offset an easing of

Wall Street indexes end lower; investors brace for jobs data, Nvidia results

U.S. stocks ended sharply lower on Monday, with the S&P 500 and the Nasdaq closing below a key technical indicator for the first time since late April as

GMI Cloud to build $500 million AI data centre in Taiwan with Nvidia chips

U.S.-based cloud services provider GMI Cloud said on Monday it will build a $500 million artificial intelligence data centre in Taiwan with the support of U.S.

European shares slip as caution prevails ahead of critical US data

European shares slipped on Monday, as investors avoided big bets ahead of a long-awaited jobs report from the U.S. that could offer

Wall St falls at open with eyes on Nvidia earnings, data

Wall Street's main indexes fell at the open on Monday, heading into a packed week that includes AI bellwether Nvidia's results and the resumption of government data releases.

Some Wall St hedge funds trimmed megacap positions in 3rd quarter   

Wall Street's largest hedge funds reduced exposure to some Magnificent Seven stocks, including Nvidia, Amazon, Alphabet and Meta, in the third quarter, while placing

Clearing the backlog

The task of clearing the huge backlog of shutdown-delayed U.S. data begins, the world's most valuable company Nvidia publishes its results and new inflation numbers will keep Europe's

Wall Street scrambles back from a big morning loss as Nvidia and bitcoin swing

An early swoon shook the U.S. stock market, but it quickly calmed

Buy the Rumor, Sell the News

By Anna Szymanski -Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers! 

Amazon, Microsoft back effort to curb Nvidia's exports to China, WSJ reports

Amazon is joining Microsoft in backing legislation to further restrict chipmaker Nvidia's ability to export chips to China, the Wall Street Journal reported on Thursday, citing people

Michael Burry of 'Big Short' fame is closing his hedge fund

Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The

Dow notches record-high close while Amazon weighs on Nasdaq

Wall Street's main indexes were mixed on Wednesday, with the Dow notching a record-high close and the Nasdaq losing ground as investors rotated out of

Wall Street drifts around its records as AMD rallies

U.S. stocks drifted around their records in a mixed day of trading

Nvidia denies $1 billion investment in northern Mexico

Nvidia on Wednesday denied plans to invest $1 billion in the northern Mexican state of Nuevo Leon, hours after the state governor touted the firm's plans to build a data center

Tech turbulence and data deluge due

By Mike Dolan -What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Markets have already effectively priced in the U.S. government's reopening on Monday,

SoftBank shares slide as Nvidia stake sale highlights AI funding needs

SoftBank's shares slid as much as 10% on Wednesday after the $5.8 billion sale of its stake in Nvidia highlighted the growing funding demands it faces to bankroll its

Nvidia supplier Foxconn bullish on AI demand, teases OpenAI announcement

Taiwan's Foxconn, the world's largest contract electronics maker, offered a bullish outlook on AI-related demand on Wednesday saying it would be a

AMD expects profit to triple by 2030, data center chip market to grow to $1 trillion 

By Max A.

Dow notches record high close, traders bet on end to government shutdown

The Dow Jones Industrial Average surged to a record high close on Tuesday, lifted by progress toward ending the longest U.S. government shutdown, while Nvidia and other

SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears

SoftBank Group's $5.8 billion sale of its Nvidia stake jolted stock markets on Tuesday, stoking fears that the frenzy around artificial intelligence may have peaked,

Japan's SoftBank says it has sold its shares in Nvidia for $5.8 billion, turning its focus to OpenAI

Japanese technology giant SoftBank says it has sold its stake in Nvidia, raising $5.8 billion to pour into other investments