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Source: CNBC News Agency
3 weeks ago
Stock Medium Importance
Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low'

Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low'

Nvidia CEO Jensen Huang defended the chipmaker's growing role in financing AI companies, calling its investments in frontier labs a “once in a generation” opportunity. He said the risk to Nvidia is low because its computing infrastructure can be redeployed to other customers and workloads if a company it supports struggles.

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Source: CNBC
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Source: MarketBeat News Agency
3 weeks ago
Stock Medium Importance AI Analyzed
NVIDIA Q2 Earnings Call Highlights

NVIDIA Q2 Earnings Call Highlights

NVIDIA NASDAQ: NVDA reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers.

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Source: MarketBeat
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Source: New York Post News Agency
3 weeks ago
Stock Medium Importance AI Analyzed
Meta has agreed to limit teens to just two hours daily on Facebook and Instagram — and it's pushing competitors to do the same

Meta has agreed to limit teens to just two hours daily on Facebook and Instagram — and it's pushing competitors to do the same

Mark Zuckerberg and Co. are implementing landmark restrictions as part of a massive settlement, and they're urging Snap, TikTok and YouTube to follow suit.

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Source: New York Post
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Source: GlobeNewsWire News Agency
3 weeks ago
Stock Medium Importance AI Analyzed
AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI

AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI

Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates Companies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates

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Source: GlobeNewsWire
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Source: 24/7 Wall Street News Agency
3 weeks ago
Stock Medium Importance AI Analyzed
“They're Financing” a Rival: Jim Cramer Challenges Nvidia's $30 Billion OpenAI Investment

“They're Financing” a Rival: Jim Cramer Challenges Nvidia's $30 Billion OpenAI Investment

Ahead of NVIDIA‘s (NASDAQ:NVDA | NVDA Price Prediction) second-quarter earnings report scheduled for Wednesday, August 26 at 4:20 PM ET, Jim Cramer used a CNBC Squawk on the Street segment with David Faber to question the roughly $30 billion Nvidia has invested in OpenAI, and whether that capital is buying loyalty or financing a rival.

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Source: 24/7 Wall Street
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Source: Zacks Investment Research News Agency
3 weeks ago
Stock Medium Importance AI Analyzed
PCE Ticks Higher in July, NVIDIA Reports After the Close

PCE Ticks Higher in July, NVIDIA Reports After the Close

Wednesday, August 26th, 2026 Pre-market futures are basically mixed at this hour, following a truckload of economic data hitting the tape a few minutes ago. The all-important price indexes from the U.S. Bureau of Economic Analysis (BEA), including a first update on Q2 Gross Domestic Product (GDP).

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Source: Zacks Investment Research
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Source: Invezz News Agency
3 weeks ago
Stock Medium Importance
Wall Street futures flat ahead of NVDA earnings: 5 things to know before market opens

Wall Street futures flat ahead of NVDA earnings: 5 things to know before market opens

US stock futures were little changed on Wednesday as Wall Street prepared for a rare double test: Nvidia's quarterly results and the Federal Reserve's preferred inflation gauge. Dow futures hovered around flat, while S&P 500 and Nasdaq 100 futures slipped about 0.1% and 0.25%.

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Source: Invezz
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Source: Reuters News Agency
3 weeks ago
Stock Medium Importance
China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say

China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say

China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft , Amazon and ​Alphabet's Google that would allow the U.S. cloud giants to host its blockbuster Kimi K3 model, three people familiar with the ‌talks said.

Source: Reuters
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Source: The Motley Fool News Agency
4 weeks ago
Stock Medium Importance
Nvidia's $6 Billion Deal for Poolside's Model Factory Is a Wager on Open-Source Models Driving Chip Demand

Nvidia's $6 Billion Deal for Poolside's Model Factory Is a Wager on Open-Source Models Driving Chip Demand

A recent Goldman Sachs report argues cheap artificial intelligence is bullish for AI adoption, but could challenge profitability at the frontier labs. A host of highly capable, affordable AI models have hit the market in the past couple of weeks.

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Source: The Motley Fool
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