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05:00am, Monday, 17'th Nov 2025
Nvidia's GPUs are the primary computing units being used for AI. Taiwan Semiconductor manufactures the chips for nearly all AI players.
Birch Hill Investment Advisors LLC lifted its stake in NVIDIA Corporation (NASDAQ: NVDA) by 32.8% in the second quarter, according to the company in its most recent filing with the Securities and Exch
Black Diamond Financial LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 9.6% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 1
Benin Management CORP grew its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 8.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund
Billionaire Peter Thiel's latest 13F filing revealed a seismic shift in his equity holdings: a complete sale of his Nvidia shares after a long-term position that accounted for approximately 40% of his
A week after Japan's richest man disclosed that his firm fully divested his $5.8 billion stake in Nvidia, one of America's richest, Peter Thiel, has said he's done the same.
U.S. futures were up after last week's tech selloff on valuation concerns and artificial-intelligence spending.
Michael Burry is known for his bet against the U.S. housing market in the early 2000s. The hedge fund manager recently made a big move concerning two key AI stocks.
Artificial intelligence is basically a fancy computer program. AI requires computers to operate, and those computers need to be housed somewhere.

Nvidia numbers and U.S. payrolls in focus

03:47am, Monday, 17'th Nov 2025
The Nasdaq ends a second consecutive week in the red with investors awaiting Nvidia results and a delayed U.S. jobs print later this week. German finance minister Lars Klingbeil is in Beijing for talk
Nvidia's share price has surged more than 1,200% over the past five years. Data center infrastructure spending is expected to reach as high as $4 trillion by 2030.
Nvidia has $500 billion in orders for Blackwell and Rubin GPUs through 2026. The company is also going to build seven AI supercomputers for the Department of Energy.
Nvidia and Taiwan Semiconductor are supplying computing power for the AI arms race. Alphabet and Amazon have thriving cloud computing divisions.

Stocks cautious as Nvidia earnings test looms

08:38pm, Sunday, 16'th Nov 2025
Asia's stock markets struck a cautious tone on Monday as traders looked ahead to a week of corporate earnings and catch-up U.S. data, with the focus on the interest rate outlook and the fate of a frot
Amazon, through its cloud computing business, is one of Nvidia's big AI customers. Amazon reported earnings last month, offering us a fresh view of the AI landscape.
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