NVIDIA

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

Photo by István Szitás via Unsplash

Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.

2 min read

Photo via Tom Williams/CQ Roll Call/Newscom

Artificial Intelligence

Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

2 min read
Photo via JOHN ANGELILLO/UPI/Newscom

Finance

Trump’s New China Tariff Threat Halts Markets’ Optimistic ‘Melt-Up’

Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.

2 min read
Photo via Credit: Intel Corporation.

Semiconductors

Intel Bets Its Newest Chip Will Power a Comeback

Intel has invested more than $20 billion in the new factory, which will churn out its chips in the US for the first time in nearly a decade.

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Artificial Intelligence

OpenAI Powers Up With Massive Deal for AMD Chips

Photo via imageBROKER/Schoening/Newscom

OpenAI will put the chips to work in data centers that’ll power the staggering compute ChatGPT needs to remain everyone’s favorite therapist.

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Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

Photo via M. Chang/ZUMAPRESS/Newscom

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read

Artificial Intelligence

Tech Stocks Slide as AI Reality Lags Behind Hype

Photo via imageBROKER/Mojahid Mottakin/Newscom

Part of the investor pullback comes after an MIT report that checked in on the billions that companies have spent on generative AI.

2 min read

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