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Tue Sep-01 02:32:37

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OpenAI releases first performance data for Jalapeño AI chip By Investing.com

Tue Aug-25 15:31:27product75

OpenAI released performance data for its custom Jalapeño inference ASIC, claiming significant efficiency and latency advantages over current commercial AI hardware.

AVGO ▲ REPRICINGNVDA ▼ REPRICINGAMD · PRICEDGOOGL · REPRICINGQCOM · FRESHwww.investing.com ↗

Groq 3 LPX Hits Full Production: SRAM Decode Chip Reaches 3,400 Tokens Per Second

Tue Aug-25 15:30:57product65

Nvidia confirmed its Groq 3 LPX SRAM-based inference accelerator has entered full production with Nebius as the first customer, highlighting a new solution for agentic AI decode latency ahead of Nvidia's Q2 earnings.

NVDA ▲ REPRICINGAMD ▼ PRICEDGOOGL ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ FRESHwww.techtimes.com ↗

Berkshire Boosts Its Bet: This AI Hyperscaler Is Now a Top-3 Holding

Tue Aug-25 15:30:49analyst65

Berkshire Hathaway significantly increased its stake in Alphabet during Q2, citing strong Google Cloud growth and AI infrastructure demand.

GOOGL ▲ REPRICINGMSFT · FRESHAMZN · FRESHMETA · FRESHwww.marketbeat.com ↗

OpenAI' Jalapeño: Better Than Nvidia Blackwell

Tue Aug-25 15:10:47product85

OpenAI unveiled its custom Jalapeño inference ASIC, developed in partnership with Broadcom, claiming superior performance and efficiency compared to Nvidia, AMD, and Google chips.

NVDA ▼ PRICEDAVGO ▲ REPRICINGAMD ▼ PRICEDGOOGL ▼ FRESHnewsletter.semianalysis.com ↗

OpenAI's Sam Altman Admits the AI Boom Is Running Late: "We've Not Had the iPhone Moment"

Tue Aug-25 15:10:45other65

OpenAI CEO Sam Altman stated that AI adoption is slower than anticipated and remains in the 'Palm Pilot stage,' citing compute constraints as a major bottleneck.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGTSM ▼ REPRICINGMU ▼ REPRICINGSMCI ▼ PRICED247wallst.com ↗

NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing?

Tue Aug-25 15:01:06other65

NVIDIA's Q2 13F filing reveals a $21 billion stake in SpaceX, raising investor concerns about circular financing dynamics between the chipmaker and its customers.

NVDA · PRICEDwww.marketbeat.com ↗

Broadcom Vs. Micron: Why They're So Strong as Capital Shifts to Inference and Agentic AI

Tue Aug-25 15:00:31earnings85

Broadcom and Micron reported strong quarterly earnings with significant revenue growth and massive order backlogs driven by the shift toward AI inference and agentic workloads.

AVGO ▲ FRESHMU ▲ PRICEDGOOGL ▲ FRESHMETA ▲ REPRICINGNVDA · PRICEDAMD · PRICEDQCOM · REPRICINGfinance.yahoo.com ↗

Cerebras Vs. Nvidia: A Battle Not As Lopsided as You Might Expect

Tue Aug-25 15:00:30earnings85

Nvidia reported a $81.6 billion quarter with strong data center growth, while competitor Cerebras posted 103% revenue growth and a $25.4 billion backlog.

NVDA ▲ PRICEDAMD · PRICEDAMZN · FRESHfinance.yahoo.com ↗

Nvidia Earnings: 3 AI Bottlenecks To Watch - NVIDIA (NASDAQ:NVDA)

Tue Aug-25 14:51:07earnings60

Yorkville CEO Steve Neamtz highlights memory, critical minerals, and labor as key bottlenecks for AI infrastructure spending ahead of Nvidia's upcoming earnings report.

NVDA · PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGMU ▲ PRICEDTSM ▲ REPRICINGSMCI ▲ PRICEDwww.benzinga.com ↗

Morgan Stanley Upgrades Alphabet (GOOGL) Forecast on $200B TPU Chip Revenue Potential

Tue Aug-25 14:50:39analyst65

Morgan Stanley upgraded its revenue and margin forecasts for Alphabet's custom TPU chip business, projecting $200 billion in potential revenue.

GOOGL ▲ FRESHNVDA ▼ PRICEDAMD · PRICEDAVGO · REPRICINGblockonomi.com ↗

Nvidia's Groq Chip Will Shape AI Agent Usability

Tue Aug-25 14:30:25partnership65

Nvidia's $20 billion partnership with AI chip startup Groq has begun commercialization, focusing on accelerating post-training AI model inference.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGwww.wsj.com ↗

Apple unveils updated Mac Mini M6 and Mac Studio M5 Max/Ultra with AI-optimized silicon

Tue Aug-25 14:20:41product65

Apple unveiled updated Mac Mini and Mac Studio desktops featuring M6 and M5 series chips with enhanced AI capabilities, accompanied by a $200 price increase for the entry-level Mac Mini.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · REPRICINGAMD · PRICEDcryptobriefing.com ↗

Nvidia Is Buying the Whole AI Stack, and Financing It - Technology Org

Tue Aug-25 14:20:37m&a85

Nvidia is acquiring AI software startup Poolside for $7 billion and negotiating a strategic investment in Perplexity to vertically integrate its AI infrastructure stack.

NVDA ▲ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHAMD ▼ PRICEDwww.technology.org ↗

Elon Musk Says He Has Memorized The Design Of His AI Chip That Is Three Times Better Than NVIDIA's AI Products

Tue Aug-25 14:20:33product65

Tesla CEO Elon Musk stated that the company's future hinges on its AI5 inference chip, which he claims is three times better than NVIDIA's products and essential for competing in AI inferencing.

TSLA ▲ FRESHNVDA ▼ REPRICINGAMD ▼ PRICEDwccftech.com ↗

Nvidia Notches Longest Losing Streak Since 2022. Tomorrow's Earnings Could Make It Worse

Tue Aug-25 14:11:28earnings90

Nvidia faces its longest losing streak since 2022 ahead of a critical earnings report where investors are scrutinizing the sustainability of AI infrastructure spending and returns.

NVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGMU · REPRICINGASML · REPRICINGSMCI · PRICEDQCOM · REPRICINGfinance.yahoo.com ↗

Apple (NASDAQ: AAPL) Unveils Revised EU App Store Fee Structure As Services Growth Shows Strain

Tue Aug-25 14:11:28regulatory65

Apple announced a revised EU App Store fee structure to resolve Digital Markets Act disputes, introducing tiered commissions that may pressure its services revenue growth.

AAPL ▼ FRESHwww.foreignpolicyjournal.com ↗

Apple Introduces The M5 Ultra, Its Most Powerful Chip Ever, And M6, Its First 2nm Chip

Tue Aug-25 14:05:22product75

Apple introduced the M5 Ultra and its first 2nm M6 chip, marking a significant advancement in its proprietary silicon roadmap.

AAPL ▲ FRESHNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGwww.benzinga.com ↗

Nvidia Vs. AMD: The New Narrative Upending The Challenger-Champion Dynamic

Tue Aug-25 14:00:38earnings65

Nvidia and AMD reported strong quarterly earnings with significant data center revenue growth, highlighting a competitive dynamic where hyperscalers are increasingly adopting dual-sourcing strategies for AI chips.

NVDA ▲ REPRICINGAMD ▲ PRICEDAVGO · REPRICINGQCOM · REPRICINGfinance.yahoo.com ↗

OpenAI to build world's biggest AI data center in Ohio. What we know

Tue Aug-25 13:50:43partnership75

Nvidia is investing $1.5 billion in SB Energy to support OpenAI's construction of the world's largest AI data center in Ohio, which will exclusively host Nvidia infrastructure.

NVDA ▲ REPRICINGMETA · FRESHwww.tricountyindependent.com ↗

Lancium, Nvidia Partner on Gigawatt-Scale AI Data Centers

Tue Aug-25 13:50:35partnership65

Nvidia has partnered with infrastructure developer Lancium and made a strategic investment to deploy its AI factory technology across gigawatt-scale data center projects.

NVDA ▲ REPRICINGSMCI · PRICEDAVGO · REPRICINGAMD · PRICEDwww.datacenterknowledge.com ↗

Autonomous Vehicle Makers Challenge NHTSA Manual Controls Mandate

Tue Aug-25 13:30:24regulatory65

Tesla and other autonomous vehicle makers are challenging proposed NHTSA regulations that would mandate manual controls like steering wheels in robotaxis, arguing the rules hinder deployment and require costly redesigns.

TSLA ▼ FRESHwww.webpronews.com ↗

AM Intelligence Nvidia Order Shapes India's AI Compute Future

Tue Aug-25 13:20:37product65

AM Intelligence has placed a major order for 9,000 Nvidia Vera Rubin NVL72 systems as part of an $8 billion global AI infrastructure investment plan.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGSMCI · PRICEDTSM · REPRICINGMU · PRICEDen.cryptonomist.ch ↗

SpaceX Is an AI Company Now

Tue Aug-25 13:20:24other65

Reports indicate Alphabet is leasing significant AI compute capacity from SpaceX's Colossus facility, highlighting a shift in infrastructure dynamics for major tech competitors.

GOOGL ▼ FRESHMSFT · FRESHAMZN · FRESHMETA · FRESHNVDA ▲ REPRICINGwww.livetradingnews.com ↗

Tesla Is Raising Cybertruck Prices Even as Sales Drop 32%

Tue Aug-25 13:11:17other65

Tesla is raising Cybertruck prices despite a 32% drop in sales.

TSLA ▼ FRESHwww.barrons.com ↗

Cisco Partners With With Super Micro Computer To Expand Its Secure AI Factory With Nvidia

Tue Aug-25 13:10:32partnership65

Cisco has partnered with Super Micro Computer to expand its Secure AI Factory utilizing Nvidia technology.

SMCI ▲ PRICEDNVDA ▲ REPRICINGwww.benzinga.com ↗

Nvidia Stock Likely To See $280-Billion Price Swing After Earnings; Here's What Options Data Show

Tue Aug-25 13:04:36earnings85

Options markets are pricing in a 5.4% post-earnings move for Nvidia, implying a potential $280 billion swing in market capitalization following its upcoming quarterly report.

NVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGMU · PRICEDSMCI · REPRICINGwww.ndtvprofit.com ↗

Buy this semiconductor stock that could soon overtake Intel in CPU market, Raymond James says

Tue Aug-25 13:04:34analyst65

Raymond James upgraded AMD to Strong Buy with a $641 price target, predicting it will overtake Intel in the CPU market by 2027 driven by AI and datacenter growth.

AMD ▲ PRICEDNVDA · REPRICINGwww.cnbc.com ↗

Nvidia's Earnings Will Test Its Rubin Chip Hand-Off

Tue Aug-25 13:03:09earnings85

Investors are scrutinizing Nvidia's upcoming earnings report due to concerns that its $105 billion guarantee for OpenAI's data center lease and other financing arrangements may expose the company to significant contingent liabilities and credit risk.

NVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGfinimize.com ↗

What's Going On With Micron Technology Stock Tuesday? - Micron Technology (NASDAQ:MU)

Tue Aug-25 13:02:49analyst65

Gartner forecasts a massive surge in semiconductor and memory revenue through 2027 driven by AI infrastructure investment, boosting Micron Technology shares.

MU ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGTSM ▲ REPRICINGwww.benzinga.com ↗

Stock Futures Climb as Investors Eye Nvidia (NVDA) Earnings and Fed's Jackson Hole Event

Tue Aug-25 13:01:49earnings85

Stock futures are rising as investors await Nvidia's upcoming earnings report and Federal Reserve Chair Kevin Warsh's address at the Jackson Hole symposium.

NVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGAAPL · FRESHQCOM · REPRICINGMU · PRICEDASML · REPRICINGSMCI · REPRICINGPLTR · FRESHTSLA · FRESHblockonomi.com ↗

'Fully Autonomous' Russian Drone Kills Three Civilians in Ukraine Attack: Report

Tue Aug-25 13:01:43regulatory65

Reports indicate a Russian drone powered by Nvidia minicomputers killed civilians in Ukraine, raising renewed concerns about export control violations and potential regulatory scrutiny for Nvidia.

NVDA ▼ REPRICINGthedefensepost.com ↗

NVIDIA May Raise Its Already Staggering AI Growth Outlook

Tue Aug-25 13:00:53analyst65

Bernstein analyst Stacy Rasgon anticipates strong quarterly results for Nvidia and suggests the company may raise its data center revenue outlook based on Rubin product cycle plans.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGMU · PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGwww.benzinga.com ↗

Meta Reportedly Readies Hatch AI Platform, With Premium Plans Near $200 a Month

Tue Aug-25 13:00:47product65

Meta is preparing to launch a new AI-agent platform called Hatch with premium subscription plans and integrate similar agents into WhatsApp to diversify revenue beyond advertising.

META ▲ REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHAAPL · FRESHwww.benzinga.com ↗

Elizabeth Warren Says if Jensen Huang Has Time for $1 Million Mar-a-Lago Dinner, He Can 'Find Time to Testify' and Explain Nvidia Tech in Russian Drones

Tue Aug-25 13:00:35regulatory65

Senator Elizabeth Warren is calling for Nvidia CEO Jensen Huang to testify before Congress regarding reports that Nvidia technology was found in Russian attack drones.

NVDA ▼ REPRICINGwww.benzinga.com ↗

The U.S. Escalated The Trade War With Canada And Unveiled More Sanctions Against Iran. Stocks Were Mixed.

Mon Aug-24 21:10:38regulatory65

U.S. escalation of trade tensions with Canada and new sanctions against Iran triggered a decline in key semiconductor stocks including Micron, AMD, and Broadcom.

MU ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDNVDA ▼ PRICEDTSM ▼ PRICEDQCOM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDwww.ibtimes.com ↗

Nvidia earnings risks and the peers with the most to lose By Investing.com

Mon Aug-24 21:01:49earnings65

An analysis highlights the earnings risks for Nvidia and the potential negative sentiment spillover to peers like Marvell, Arm, and Broadcom depending on Nvidia's guidance.

NVDA · PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDwww.investing.com ↗

Microsoft Rises as $678 Billion Backlog Defies Tech Selloff

Mon Aug-24 21:01:42earnings65

Microsoft shares rose following strong fiscal fourth-quarter results featuring 18% revenue growth and a record $678 billion backlog, defying broader semiconductor sector weakness.

MSFT ▲ FRESHGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

Apple Holds Farewell Party for Tim Cook as Ternus Prepares to Take Over

Mon Aug-24 21:01:31other85

Tim Cook is stepping down as Apple CEO on September 1, with John Ternus succeeding him in a transition focused on continuity.

AAPL · FRESHwww.macrumors.com ↗

Case Closed: How to Play Super Micro Computer Stock as Smuggling Investigation Ends

Mon Aug-24 21:01:29regulatory65

Super Micro Computer completed an independent investigation finding no evidence of senior management involvement in alleged export control violations involving Nvidia chips.

SMCI ▲ PRICEDNVDA · PRICEDwww.barchart.com ↗

US stocks fall as chip rout overshadows drop in oil- Moneycontrol.com

Mon Aug-24 20:50:31other65

US semiconductor stocks declined ahead of Nvidia's earnings report amid concerns over AI-related price hikes and broader geopolitical tensions involving Iran sanctions.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDPLTR ▼ REPRICINGwww.moneycontrol.com ↗

Taiwan charges 9 over illegal AI server exports to China, including Nvidia and Super Micro staff

Mon Aug-24 20:40:31regulatory65

Taiwanese prosecutors charged nine individuals, including employees from Nvidia and Super Micro Computer, for illegally exporting banned high-end AI servers to China.

NVDA ▼ PRICEDSMCI ▼ PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDwww.news4jax.com ↗

China Semiconductor Tariffs Near 70% as New Overcapacity Layer Stacks Before Summit

Mon Aug-24 20:30:32regulatory75

The Trump administration is preparing to impose additional tariffs that would raise the total Section 301 duty on Chinese semiconductors to approximately 70%, significantly increasing costs for US tech companies.

NVDA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ FRESHAVGO ▼ PRICEDTSM ▼ REPRICINGMU ▼ PRICEDASML ▼ FRESHAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGwww.techtimes.com ↗

Advanced Micro Devices (AMD) Is Down 6.5% After $4.75 Billion Debt Raise And Taiwan AI Push

Mon Aug-24 20:30:17other65

AMD raised $4.75 billion in debt and announced a $10 billion investment in Taiwan's AI manufacturing ecosystem to support its advanced packaging and AI infrastructure roadmap.

AMD · PRICEDTSM ▲ REPRICINGNVDA · PRICEDfinance.yahoo.com ↗

Why shunning Apple Pay no longer works for Walmart

Mon Aug-24 20:30:04partnership65

Walmart announced it will begin accepting Apple Pay and NFC contactless payments in U.S. stores by the end of 2026, ending a long-standing refusal to support the technology.

AAPL ▲ FRESHwww.americanbanker.com ↗

Apple (AAPL)'s China AI Strategy: Why Remove the Alibaba (BABA) Guide?

Mon Aug-24 20:30:04product65

Apple has developed a proprietary large language model for the China market with support from Alibaba, securing regulatory approval to launch Apple Intelligence in the region.

AAPL ▲ FRESHfinance.yahoo.com ↗

Meta Addiction Trial Enters Week Two With Injunction Risk Larger Than Any Fine

Mon Aug-24 20:20:37regulatory75

Meta faces significant risk of a court-ordered redesign of core platform features like infinite scroll and algorithmic feeds as the federal child safety trial enters its second week with key whistleblower testimony intact.

META ▼ REPRICINGwww.techtimes.com ↗

NVIDIA, Apple, Amazon Hike Prices as AI-Driven Memory Shortages Trigger Tech 'AI-flation' - Techstrong IT

Mon Aug-24 20:20:21product65

NVIDIA, Apple, and Amazon are raising hardware prices due to severe memory chip shortages and surging component costs driven by AI data center demand.

NVDA ▲ PRICEDAAPL ▼ FRESHAMZN ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ REPRICINGMU ▲ PRICEDMETA · REPRICINGTSM · PRICEDAVGO · PRICEDAMD · PRICEDtechstrong.it ↗

SpaceX plans to launch AI satellites powered by Nvidia chips as Starmind program takes shape

Mon Aug-24 20:10:13partnership85

SpaceX announced an exclusive partnership with Nvidia to power its Starmind AI satellite network with Vera Rubin architecture GPUs, aiming for up to 10 GW of orbital compute capacity by 2027.

NVDA ▲ PRICEDTSLA · PRICEDMSFT · FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGcryptobriefing.com ↗

Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead

Mon Aug-24 20:00:38other65

Broadcom is reportedly negotiating a massive $70 billion to $100 billion debt package to finance custom AI chip infrastructure for clients like Anthropic, prompting analysis of the associated financial risks and investment alternatives.

AVGO · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ REPRICINGMU ▲ PRICEDTSM ▲ REPRICINGASML ▲ FRESHSMCI ▲ PRICEDca.finance.yahoo.com ↗

GBP/USD Holds Above 1.3660 as the 1.3817 High Comes Into View

Mon Aug-24 19:50:36earnings65

Alphabet reported strong quarterly results with significant Google Cloud growth and a large unrealized gain from investments, though the stock remains below its 52-week high due to AI spending concerns.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.investing.com ↗