From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips ...
Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip ...
The data center project planned for Tucson and Marana seems to have lost its key benefactor as AI investors are looking askance at sky-high valuations and limited results. Supply and demand could be ...
Investors are on the lookout for the next high-performing AI stock. Such predictions are difficult to make before they occur. However, CoreWeave (NASDAQ: CRWV) has the potential to become the same ...
Rivian shares soared Friday, a day after the electric vehicle maker held an "Autonomy & AI Day" where it announced a custom AI chip and plans to roll out enhanced self-driving software.
The potential delay of hundreds of billions of dollars in promised spending on artificial intelligence is dealing a new blow ...
CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...
The Palo Alto, California-based company sold 34.6 million shares at $14 apiece, compared with its marketed range of $12 and $14 per share. The IPO valued Wealthfront at $2 billion.
An AI reckoning is set to define investing in 2026 and it starts now, warns the CEO of one of the world’s largest ...
However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...
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