Kamil Dammich, partner and portfolio manager at North of South Capital, says some companies are 'spending money they don't have' to ride the AI boom, building tools & LLMs could go redundant.
Shay Boloor of Futurum Equities says that Nvidia is the kingpin of the digital economy and doesn't need China for the continuation of the AI buildout. He also says that while China's ability to manufa

Nvidia blows past expectations

03:11am, Thursday, 20'th Nov 2025
For the past week, global markets have behaved like someone slowly realising they may have overpaid for the world's most hyped gadget. A 3% slide in the tech-heavy Nasdaq, hand-wringing over whether A
Nvidia's sales of the computing chips powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech
Quarterly-filed Form 13Fs offer a way for investors to track which stocks the savviest money managers are buying and selling. Billionaire Peter Thiel's fund jettisoned its entire position in artificia
Ilika PLC (AIM:IKA, OTCQX:ILIKF) provided a trading update for the six months to 31 October, reporting progress across its Stereax and Goliath solid-state...
For the past week, global markets have behaved like someone slowly realising they may have overpaid for the world’s most hyped gadget. A 3% slide in the...
Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) is deepening its partnership with Blue Owl Capital after its joint venture agreed to buy 10 Asda...
Baidu CEO Robin Li this week became the latest major tech executive to say robotaxis are at or near an inflection point for broader adoption. The company claims its Apollo Go robotaxis are breaking ev
White House officials are urging members of Congress to reject a measure that would limit Nvidia's ability to sell AI chips to China and other adversary nations. Bloomberg's Annabelle Droulers reports
Wall Street says Nvidia's blowout quarter shows the AI boom is far from peaking. Nvidia posted $57 billion in revenue on Wednesday, topping analysts' $55 billion estimates.
NVIDIA President and CEO Jensen Huang touts having the 'largest supply chain' in the world on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancou
Revenue: $57 billion, up 62% year over year; sequential growth of $10 billion or 22%.Data Center Revenue: $51 billion, increased 66% year over year.Gaming Reve
Asian markets surged after Nvidia beat expectations, easing AI valuation fears. A weaker yen and yen-carry flows boosted risk assets despite fading Fed rate-cut bets.
Nvidia CEO Jensen Huang calls Q4 guidance 'crazy good' as chipmaker rides AI boom wave. Stock jumps 5% after beating earnings expectations in third quarter.
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