Nvidia , the poster child of the AI trade, will report earnings Wednesday night. The fundamentals and the charts suggest investors should proceed with caution. For a variety of reasons, sentiment around the AI buildout beneficiaries has started to sour. Pushback on data centers has become a key topic heading into the midterms. Memory bottlenecks…
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan AI Ecosystem” reception in Tokyo, Japan, on Thursday, July 16, 2026. Kiyoshi Ota | Bloomberg | Getty Images Nvidia plans to hike prices for some of its largest customers, Bloomberg News reported Saturday. The chipmaker is set…
Micron CEO Sanjay Mehrotra did plenty to quiet the bears. That’s our conclusion from Jim Cramer’s extended interview with Mehrotra, which aired Thursday night on “Mad Money.” Mehrotra’s pioneering career in the volatility-prone memory industry spans more than four decades, beginning at Intel in the early days of the personal computing era, before going on…
Dave Petso has been a wealth manager in Boise, Idaho since the 1980s. His business has survived multiple recessions, the bursting of the dot-com bubble and the 2008 financial crisis. For most of Petso’s 45-year career, Micron, the hometown maker of computer memory, has been a boring enterprise tech company and, in his words, a…
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have the capacity to deploy them in the Nordics, sources have told CNBC. While Nvidia has established an effective monopoly over the most powerful AI chips, it has worked to exert greater influence across the AI ecosystem as…
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in Taipei, Taiwan. Cheng Chia Huang | Getty Images Nvidia’s massive head start in artificial intelligence turned the chipmaker into the world’s most valuable company. Now, almost four years into the generative AI boom, competitors like Advanced Micro…
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp | Getty Images Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I’m seeing and hearing from local businesses. Is the AI race about…
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan AI Ecosystem” reception in Tokyo, Japan, on Thursday, July 16, 2026. Kiyoshi Ota | Bloomberg | Getty Images Nvidia on Monday said it will provide the credit and compute for a new artificial intelligence data center for…
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on Wall Street last week. The S & P 500 and Nasdaq both dropped modestly Friday but managed to post their third straight winning weeks. The S & P 500 rose above 7,800 during Thursday’s session for the…
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI infrastructure, the increasingly complex financing underpinning the boom is coming under closer scrutiny. Hyperscalers and their financial backers are turning to bond markets, joint ventures, leases and other structures to fund an unprecedented infrastructure buildout. At the…
