Navitas just dropped its Q2 numbers after a brutal month that wiped out 40% of its share price, and the guidance it issued for Q3 either validates the AI power pivot or exposes a $2.66 billion market
Nvidia is rallying big tech around a new security mission.
While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China's newest semiconductor giant is making a very different bet.
Nvidia (NVDA), a leading developer of artificial intelligence chips, formed a coalition with several technology and cybersecurity companies to develop and share
Evaluating the Magnificent Seven on forward-year cash flow reveals surprising value differences, with Meta and Amazon standing out over Tesla and Apple.
Nvidia will make ​a $5 billion equity investment in ‌Safe Superintelligence as part of a strategic partnership between ​the chipmaker and the ​startup co-founded by OpenAI's ⁠former chief sc
Nvidia is reportedly in discussions with OpenAI to guarantee $250 billion in data center funding. That's according to a report Monday (July 27) by the Wall Street Journal (WSJ), which calls the p
Commerce Secretary Howard Lutnick is reportedly involved in deciding which companies will receive access to power at the site. Anthropic, Microsoft and Google have also spoken to Lutnick about interes
OpenAI is in discussions with Nvidia about a backstop of up to $250 billion that would help fund its plans to lease a new AI data center, CNBC confirmed. The backstop would let OpenAI raise debt for a
CNBC's Kate Rooney reports on OpenAI's talks with Nvidia over guaranteeing about $250 billion in data center loans.
Jim Cramer is telling investors to brace for more downside in semiconductors, and his reasoning has less to do with fundamentals than with the mechanics of who is doing the selling.

Could AMD Dethrone Nvidia?

12:25pm, Monday, 27'th Jul 2026
AMD has been impressing investors with a string of good news. Nvidia still controls approximately 80% of the AI accelerator market.
4:15pm: Nasdaq in the red The Dow Jones Industrial Average finished higher on Monday, while the Nasdaq edged lower as weakness in semiconductor stocks...
Although NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the single most important trade on Wall Street for three years running, the mood has soured as of late.
Bloomberg reported Monday morning that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is lining up as much as $750 billion in investments.
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