Nvidia CEO Jensen Huang Scoffed at AI 'Doomsday Warnings.' Now He Wants to Monetize Them. How Nvidia boss Jensen Huang is turning a bottleneck into a revenue opportunity with OpenShell. Barchart · Sep 28
Nvidia Wants to Keep AI Agents From Going Rogue. It Has a New Safety Platform For That. The Nvidia Open Agent Safety Platform is intended to protect agents from testing through deployment, essentially putting a security perimeter around AI that can independently execute tasks. International Business Times · Sep 28
Why BNP Paribas Is Setting Its Sights on $399 for Nebius Stock BNP Paribas has raised Nebius’ price target to $399 after its stellar earnings. Barchart · Sep 28
US stocks: US market drops as Trump’s rejection of Iran peace plan lifts oil prices Following President Trump's dismissal of Iran's peace proposal, US market indexes experienced a downward trend, spurred by a notable surge in crude prices. This escalation raised inflation worries, consequently leading to an uptick in Treasury yields and impacting economic outlooks. Meanwhile, Nvidia's stock showed resilience, buoyed by an announcement of… The Economic Times · Sep 28
The Nasdaq Nears a Major Breakout: 5 Tech ETFs to Play the Move As the Nasdaq-100 nears its all-time high, QQQ, XLK, SMH, QQQI, and SOXX offer distinct ways to gain tech and semiconductor exposure, from low-cost to income-focused options. MarketBeat · Sep 28
Cerebras to supply AI systems to cloud computing startup Gimlet Labs By Max A.- Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup Gimlet Labs to help run its cloud computing business, the companies said on Monday. The Economic Times · Sep 28
Nvidia approves record $150 billion share buyback plan as AI boom powers cash generation Nvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The record repurchase expansion reflects surging AI-driven cash flows, alongside continued investment in data centres, hardware, networking and infrastructure partnerships. The Economic Times · Sep 28
AI infrastructure push draws $6bn in data-centre commitments At the Tashkent event, industrial uses and internationally active startups offer signs of a broader technology ecosystem taking shape. But affordable access to computing power remains a constraint for local companies. Euronews · Sep 28
The Indispensables: Seven AI titans and an $18.6 trillion economic bet Removing key AI leaders such as Elon Musk and Sam Altman could disrupt the entire AI industry profoundly. These leaders oversee companies with a combined market value of approximately $18.6 trillion as of now. Their innovative projects in AI have enormous potential to impact multiple sectors and advance human progress. The Economic Times · Sep 28
UBS Started Coverage of CoreWeave With a ‘Buy’ Rating. What This Means for CRWV Stock. UBS started coverage of CoreWeave with a Buy rating and a $120 target on Sept. 23, arguing the market is underestimating demand for AI computing capacity. Barchart · Sep 28
Nvidia introduces AI security system to ‘set boundaries’ and stop rogue agents The security ‘can quarantine a suspicious agent in milliseconds,’ an official said The Independent UK · Sep 28
Nvidia launches platform to quarantine rogue AI agents in 'milliseconds' The platform is designed to control what an agent can access and isolate it within milliseconds if it crosses those limits, according to the US chipmaker. Euronews · Sep 28
Global Market: DayOne pushes ahead with potential November IPO amid data center scrutiny Data center operator DayOne is preparing for a potential US IPO in November, targeting a valuation near $20 billion. The company plans to file with the SEC in October amid heightened investor scrutiny of AI infrastructure, financing costs, customer concentration, secured power capacity and contracted revenues as IPO markets become… The Economic Times · Sep 28
TakeMe2Space to launch orbital computing satellite on SpaceX rocket Indian space startup TakeMe2Space plans to launch what it describes as the country's first orbital computing satellite aboard a SpaceX rocket on October 1, seeking to process data in orbit rather than transmit raw information back to Earth. The Economic Times · Sep 28
International Business Times UK · Sep 27 OpenAI and Anthropic Want Outside AI Safety Checks, but Who Chooses the Watchdogs? OpenAI and Anthropic are calling for external safety checks on advanced AI while developing private oversight systems, leaving unanswered who will regulate potentially dangerous models.
Barchart · Sep 27 Nvidia’s CEO Expects AI-Powered Cybersecurity to Boom. These 2 Companies Are Poised to Get a Big Boost From the Trend. Palo Alto and IBM have what it takes to get a big lift from the proliferation of AI-powered cybersecurity.
Barchart · Sep 27 This Cancer Drug Is Already Working. Now Its Nvidia-Backed Maker Is Going Public: Here’s What You Need to Know About Its IPO Iambic Therapeutics' cancer drug is already shrinking tumors in patients, and now the Nvidia-backed AI drugmaker is filing to go public.
The Economic Times · Sep 27 Data centre IPO hopefuls brave tougher market as investor scrutiny grows The Singapore-based company develops and operates data centers for cloud and AI customers. It plans to make its filing with the US Securities and Exchange Commission public in mid-October and list in November, the people said, speaking anonymously to discuss confidential matters. The plans, including the timing of the IPO,…
MarketBeat · Sep 27 Why Equal-Weight Funds Hide A Yield Curve Catch SPY's tech-heavy structure and RSP's equal-weight, rate-sensitive value tilt carry different risks; comparing yields, valuations, and margins helps investors position portfolios for shifting Treasury rates.
The Economic Times · Sep 27 Anthropic, OpenAI sound alarm on AI safety — and seek to shape how it's controlled The CEOs of Anthropic and OpenAI recently declared America's cutting-edge models are so powerful, they're dangerous, and need to be regulated and independently tested before being released. In a rare instance of unity, they have sketched alarming scenarios in essays, social media posts and speeches to the United Nations.
The Independent UK · Sep 27 Anthropic and OpenAI sound the alarm on AI safety — and seek to shape how it's controlled As tech titans warned an AI-weary world that their own advanced systems could endanger humanity, the question emerged: What do they have to gain
The Economic Times · Sep 27 Kevin Durant started with a $100,000 investment in this AI startup eight years ago; Nvidia’s $12.9 billion deal could make his stake worth $60 million Kevin Durant placed a $250,000 investment in Hugging Face during its inaugural funding phase, setting the stage for impressive returns. As Nvidia eyes a purchase of Hugging Face for about $12.93 billion, Durant's investment via Thirty Five Ventures could yield profits surpassing $60 million.
MarketBeat · Sep 26 MarketBeat Week in Review – 09/21 - 09/25 A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.
Latin Times · Sep 26 No AI Truce Yet: What the Trump-Xi Summit Really Changed US and China leaders, alongside Sam Altman, Elon Musk and Jensen Huang, negotiate AI safety guardrails and an emergency incident hotline.
The Economic Times · Sep 25 Trump-Xi state dinner at White House attended by 21 billionaires with combined wealth almost equal to Canada’s GDP On September 24, US President Donald Trump hosted a high-profile state dinner welcoming Chinese President Xi Jinping. The event saw the presence of over 130 distinguished guests, including key figures from the tech and business sectors of both nations. The dinner served as a platform to address vital issues, such…