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The Latest Breaking News from Nvidia

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft.

Fortune

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

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Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

Barchart

Quote of the day by Nvidia CEO Jensen Huang: 'People talk about AI reducing jobs — complete nonsense' — pushing back against automation fears

Automation has long been considered a threat to jobs and employment, but not everybody agrees – least of all those architecting the AI buildout

TechRadar

Nvidia Stock Is Trading at a Discount, But It Won’t Be for Long

Although there is a case to be made that NVDA stock could be relatively cheap, options traders will want to be deliberate in their approach.

Barchart

Micron Stock Emerges as Wall Street’s Top Growth Pick

Wall Street picks out Micron and Nvidia as their highest-rated growth stocks in the technology sector.

Barchart

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Fabrinet Is Becoming a Quiet Winner in the AI Optics Buildout

Fabrinet is well-positioned as a manufacturing specialist for major tech companies, focused on optics and photonics, the future of AI.

MarketBeat

Former Facebook VP Says Zuckerberg 'Profoundly Failed' in AI Race, Allowing Nvidia to Win

Chamath Palihapitiya, a former Facebook executive, criticises Meta's AI strategy, arguing the company missed a leadership opportunity in AI, allowing Nvidia to dominate the ecosystem.

International Business Times UK

BlackBerry’s Rally Is Running on a Bigger AI Story Than Earnings Alone

BlackBerry beat Q1 fiscal 2027 estimates with revenue of $152.9 million, up 26% year-over-year, as its QNX software unit expands into physical AI markets.

MarketBeat

OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processors

OpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while Celestica developed the physical computing hardware of the chip, including its circuit board, hardware frame, and system integration.

The Economic Times

Apple raises iPad and MacBook prices, blaming cost of chips amid AI boom

Company says it cannot shield customers from memory and storage chip costs – and iPhone hikes could be next

The Guardian - US

Micron Just Overtook Tesla After Its Revenue Exploded 346% on AI Demand

Micron's record earnings show how the artificial intelligence boom is reshaping the semiconductor industry, turning a traditional memory chip maker into one of the biggest winners from the global AI infrastructure race.

International Business Times UK

Nvidia’s direct-to-chip liquid cooling is a sustainability and a performance win

“We have eliminated massive amounts of power usage and pretty much all water usage” – Nvidia Rubin to use 45°C direct-to-chip cooling.

TechRadar

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International Business Times

Most Americans Do Not Want To Live Near Data Centers, Poll Shows

Most Americans do not want to live near data centers and are concerned that they are bad for the environment and will be a drain on local resources, according to a new poll.

Fortune

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

The Economic Times

Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent revenue. This strategy aims to break decades-old boom-bust cycles by guaranteeing cash flow even if the AI boom falters. These agreements, backed by customer cash commitments, signal a shift from treating…

MarketBeat

Micron’s HBM Surge Could Redefine the AI Growth Story

Micron is better positioned than NVIDIA for the AI boom as each AI-capable GPU requires multiple stacks of its HBM memory units.

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International Business Times UK

15x Profit Explosion: Micron's 346% Revenue Leap Silences AI Bubble Panic After Global Crash

Micron Technology stunned markets with a 15-fold profit jump and a 346% revenue surge, sparking a sharp rebound in AI and chip stocks after a global sell-off.

Tom’s Guide

OpenAI just made its biggest move against Nvidia — and it could make ChatGPT cheaper to run

OpenAI has unveiled its first custom AI chip, designed to make ChatGPT faster, more efficient and less dependent on Nvidia hardware.

TechRadar

China’s Lineshine ‘came out of nowhere’ to grab title of most powerful computer in the known universe

"Intelligent splendor or brightness" uses Arm CPU only to unexpectedly surpass US rivals.

MarketBeat

Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat

Qualcomm is aggressively expanding its enterprise artificial intelligence footprint by acquiring Modular and securing major cloud infrastructure partnerships.

The Economic Times

Micron overtakes Meta in market value amid relentless AI infrastructure demand

Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip giant's robust fourth-quarter forecasts, including $22 billion in customer commitments for memory chip supplies, have reversed a recent downturn. This surge positions Micron at the forefront of the…

Creative Bloq

Introducing our AI in Focus 2026 series

Want to know what's going on with AI in the creative industries? This series is for you.

Barchart

SpaceX’s Move Into Neocloud Operations Is Raising Expectations for Its Valuation and Partners Like Nvidia and Intel.

SpaceX's expansion into neocloud compute operations alongside its Starlink satellite internet and rocket business pushes its market value above $2 trillion shortly after its record IPO.

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