Nvidia’s dependence on hyperscalers faces big test in earnings report
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a BlueField-4 STX Storage tray, from left, Vera CPU...
Direxion Daily Semiconductor Bull 3X Shares
What's bogging down the data center trade has nothing to do with demand
Nine thousand people working long hours, six days a week, to meet a deadline for full production of memory chips...
How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days
Leopold AschenbrennerPhoto: Josh EdelsonTwo years ago, Leopold Aschenbrenner argued he was one of few people in the world who saw...
Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom
The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran...
AI chip bubble rivals French stocks in 1700s, surpasses Nasdaq during dot-com frenzy by one measure
The artificial intelligence rally has already reached historic proportions and is now passing some famous — or rather, infamous —...
