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NVIDIA

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Steve Eisman, host of the podcast *The Real Eisman Playbook*, believes that hyperscalers revenue is too heavily dependent on just two AI startups / Photo: YouTube
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An investor from "Shorting" identified the Achilles' heel of the AI boom
Burry bought additional put options on Nvidia shares, betting on a decline in the stock price / Photo: Sudarsan Thobias / Shutterstock.com
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Burry is betting against Nvidia again. Why does he see echoes of 2005?
Supermicro builds its servers using Nvidia chips / Photo: glen photo/Shutterstock.com
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Troubled Supermicro Surprised Wall Street with a Sales Forecast That Exceeded Even the Most Optimistic Estimates
Nvidia CEO Densen Huang spoke out in support of open-source AI models, saying they foster competition among developers / Photo: Nvidia
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Nvidia has unveiled its first open-source AI model and is preparing several more
U.S. stock indices are nearing new record highs / Photo: Unsplash/Luca Bravo
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Morning in New York: Stock Indices Near All-Time Highs
Nvidia has reached an agreement with Wall Street giants to invest $500 billion in its customers / Photo: Robert Way / Shutterstock.com
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Top Stories This Morning: OpenAI Sold $7 Billion in Shares; Nvidia to Raise $500 Billion for AI
The worlds largest financial companies will create platforms for investing in AI infrastructure at Nvidias initiative / Photo: Gina Hsu/ Shutterstock.com
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Nvidia has reached an agreement with Wall Street giants to invest $500 billion in its customers
Nvidias new favorite, Elon Musks SpaceX, could pose a serious threat to Arkady Volozhs Nebius / Photo: X/Nebius
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SpaceX has begun expanding into the AI computing market. Is this a threat to CoreWeave and Nebius?
Selling in the U.S. technology sector is putting pressure on the market, while progress in negotiations over the Strait of Hormuz is fueling buying / Photo: X / NYSE
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Morning in New York: Market Prices Seeking Direction
Morgan Stanley believes that the outcome of the competition between open and closed models may be less important than the pace of AI adoption / Photo: Tada Images/Shutterstock.com
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Morgan Stanley outlined three scenarios for the future of AI. In all of them, there was only one winner.
In-house AI chips will allow Anthropic to optimize the performance of its Claude family of models / Photo: PJ McDonnell / Shutterstock.com
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Following in OpenAI's footsteps, Anthropic will develop its own AI chip. Is Claude lacking processing power?
Burry continues to bet against the entire semiconductor sector and individual companies whose businesses are tied to artificial intelligence / Photo: Photo by Astrid Stawiarz / Getty Images
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An investor from *The Short Game* is expecting a crash similar to the one in 1987. Which stocks is he shorting?
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