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The Latest Breaking News from Nvidia

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga

Move Over, Nvidia—Micron's Rally Just Rewired The AI ETF Playbook

Micron Technology Inc’s (NASDAQ:MU) fiscal Q4 profit beat on both the top and bottom line is placing the chipmaker under sharper focus for ETF investors seeking to catch the next wave of the semiconductor rally. The timing is especially noteworthy as investors in the industry’s bellwether, Nvidia Inc (NASDAQ:NVDA), look…

Benzinga

This Analyst Thinks CoreWeave Stock Can Jump 50%. Should You Buy CRWV Now?

CoreWeave scales rapidly in AI compute, balancing growth potential with steep operating costs and losses.

Barchart

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A zero-water, zero-emissions, off-grid AI data center sounds like science fiction, but it's actually real and already running

Forget nuclear, hydrogen fuel cells are where it's at.

PC Gamer

Alibaba Stock: Shares Rocket 9% in US Premarket After CEO Pledges to Pour Cash Into AI

Alibaba's US-listed shares jumped 9% in premarket trading after CEO Eddie Wu pledged to expand the company's multibillion-dollar investment in artificial intelligence and cloud infrastructure.

International Business Times UK

Solidigm touts industry's first liquid-cooled enterprise SSD — D7-PS1010 is an E.1 PCIe 5.0 drive with a wrap-around cold plate

Solidigm's D7-PS1010 is the industry's first dual-sided liquid-cooled enterprise SSD.

Tom’s Hardware

AI investors are in for a rude awakening

There is a huge gap between investment and revenue from LLMs. Investors wrongly assume everyone will be a winner

The Guardian - US

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Fears of the death of Intel Arc GPUs may be exaggerated – despite Nvidia deal, a powerful new graphics card is rumored

Intel and Nvidia partnership may not spell doom for Arc GPUs after all, if a new rumor about a high-end graphics card pans out.

TechRadar

Legendary Investor Rob Arnott Calls AI Chatbots 'Brilliant' But Warns Against AI Stocks—Recommends 2 Better Segments

Rob Arnott, the founder of Research Affiliates and a legendary investor, is impressed by the capabilities of AI chatbots. However, he remains cautious about the future of AI stocks.

Benzinga

Broadcom Price Targets Just Reached Above $400 for the First Time

Just like Broadcom shares, Wall Street analysts are lifting their price targets on the stock to new heights. Two analysts now see the stock moving above $400.

MarketBeat

Trump’s Bet on Intel Stock Is Up 50%. Should You Try to Get In on the INTC Action Too?

The government’s stake in Intel has increased by 50% after Nvidia invested in the company.

Barchart

Nvidia and OpenAI partnership is a catalyst for enterprise AI growth, says Wedbush’s Dan Ives

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers.

Fortune

Intel could be working on its own multi-frame generation tech — XeSS MFG name and logo found in Arc graphics driver files

Intel might be working on its own multi-frame generation to combat Nvidia and AMD. Buried within the latest Arc graphics fiver, someone on Reddit found mentions of "Multi-Frame Generation (XeSS)" along with a potential logo — all hinting at Intel's own multi-frame gen tech.

Tom’s Hardware

Yes, one line in a config file for Intel's graphics software really does say 'multi frame generation' but we probably shouldn't get our hopes up

Though I shall completely ignore my own advice and pester Intel constantly until we get it.

PC Gamer

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Fortune

Markets are selling off after Powell said six words investors don’t want to hear: ‘Equity prices are fairly highly valued’

Investors are wary of any sign that the Fed thinks “irrational exuberance”—as former Fed chair Alan Greenspan once called it—has kicked in.

Barchart

Nasdaq Futures Climb as Alibaba and Micron Boost AI Sentiment

December Nasdaq 100 E-Mini futures (NQZ25) are trending up +0.30% this morning as optimism over artificial intelligence was reinforced by Alibaba’s pledge to boost spending and an upbeat forecast from Micron Technology.

Benzinga

Alibaba Partners With Nvidia To Power Robots And Self-Driving Cars

Alibaba Group (NYSE:BABA) is deepening its artificial intelligence ambitions by integrating Nvidia’s (NASDAQ:NVDA) suite of “physical AI” development tools into its cloud platform, a move that strengthens ties between two of the most influential players in global AI. Alibaba shares rose on Wednesday following the announcement.

The Independent UK

ChatGPT boss predicts when AI could cure cancer

Sam Altman’s claims follow announcement of ‘biggest AI infrastructure project in history’

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Benzinga

OpenAI, Oracle, SoftBank Unveil $500 Billion Stargate Plan With 5 New US AI Data Centers As Nvidia Commits $100 Billion To Support ChatGPT-Parent

OpenAI, Oracle Corp (NYSE:ORCL) and SoftBank Group (OTC:SFTBF) (OTC:SFTBY) on Tuesday announced plans to build five new U.S. data centers as part of the $500 billion Stargate project, a massive private-sector effort to power the next wave of artificial intelligence.

Benzinga

Forget Nvidia And Arm, These 3 Chip Stocks Are Flashing Bullish Signals

Three semiconductor stocks are capturing attention with powerful momentum gains just as the broader tech sector surges.

Euronews

Tech giant Alibaba sees shares rise after CEO pledges AI spending lift

The e-commerce company also launched its largest ever artificial intelligence model, the Qwen3-Max, as AI competition grows between tech firms.

Benzinga

Alibaba Stock Spikes 7.6% In Hong Kong, Overnight On Robinhood As CEO Eddie Wu Reportedly Plans To Expand $53 Billion AI Spending

Shares of Chinese e-commerce giant, Alibaba Group Holding Ltd. (NYSE:BABA), are surging amid 24-hour trading on Robinhood. The stock rose 7.98% to $176.10 on the platform popular with retail traders.

Benzinga

Micron CEO Says Next-Gen Computer Memory Coming In 2026, Expects Demand Surge: 'We Will Be At The Forefront…'

On Tuesday, Micron Technology Inc. (NASDAQ:MU) said that its next generation of high-speed computer memory will launch in 2026. The company's current chips are already fueling Nvidia Corporation's (NASDAQ:NVDA) most advanced artificial intelligence systems.

Destructoid

The iBUYPOWER RX9070 XT PC gives the performance you need for all things gaming

iBUYPOWER gives you everything you need to keep up with the high demands of modern AAA titles.

Fortune

OpenAI plans to build 5 giant U.S. 'Stargate' datacenters, a $400B challenge to Meta, Microsoft, and Google in the AI arms race

The ChatGPT maker, along with Oracle and SoftBank, drew reporters to rural West Texas to tour the flagship Stargate data center, provide an update on new sites, and dispel doubts about the partnership’s momentum.

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