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The Latest Breaking News from Nvidia

Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech

A new job posting at Apple exposes clues that the company could be looking at Intel as a packaging partner for future SoCs. Future M-series chips could leverage EMIB and/or Foveros.

Tom’s Hardware

NVIDIA joins Microsoft’s push on Claude — piling billions into Anthropic’s future

Anthropic is partnering with Microsoft and NVIDIA in a deal that brings Claude to Azure, expands engineering collaboration, and includes billions in new investments.

Windows Central

Nvidia Earnings Are Tomorrow: What Investors Need To Watch For

Nvidia Corp (NASDAQ:NVDA) shares are trading lower Tuesday morning, extending Monday’s tech-led selloff as investors anxiously await the semiconductor giant’s third-quarter financial results.

Benzinga

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read the most diverse news in one place.

Scott Galloway fears a market crash or social crisis in the next year. A top finance professor recommends putting money into baseball cards

NYU Stern Finance professor told Galloway the market isn't pricing in "a market and economic crisis that is potentially catastrophic."

Fortune

For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it

Even Wall Street thinks this has gone too far. Some 202 panelists managing $550 billion in AUM are raising a concern unseen since 2005, according to BofA.

Fortune

Microsoft partners with Anthropic and Nvidia in cloud infrastructure deal

Microsoft has announced a partnership with AI company Anthropic and chipmaker Nvidia

The Independent UK

Stocks Fall on Tech Stock Weakness and Disappointing Home Depot Earnings

The S&P 500 Index ($SPX ) (SPY ) today is down by -0.51%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down by -0.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.90%. December E-mini S&P futures (ESZ25 ) are down -0.54%, and December...

Barchart

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These Are the Critical NVIDIA Stock Chart Levels You Need to Know Ahead of Earnings

Our top technical strategist explains the upside and downside targets that traders should be tracking ahead of the market-moving quarterly report from AI chip giant NVDA.

Barchart

Artificially Inflated?

Plus: Ted Cruz eyes 2028, Nicolás Maduro imagines, and more...

Reason

Artificial intelligence sparks debate at COP30 climate talks in Brazil

Artificial intelligence is being cast as both a hero and a villain at the U.N. climate talks in Brazil

The Independent UK

Elon Musk wants foundry partners to build astounding '100 – 200 billion AI chips' per year — Musk says chipmaking industry can't deliver on his goals

Elon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, which is why he is considering building Tesla's own fab, as he believes existing foundries cannot scale fast enough for him.

Tom’s Hardware

Arm Becomes 'Power-Efficiency Engine' For AI, Wins Big With Amazon, Google And Meta

Arm Holdings plc (NASDAQ:ARM) is emerging as the power-efficiency engine of the artificial intelligence boom.

Benzinga

Jim Cramer Tells Sundar Pichai To Stop 'Spending Irrationally' On AI, Calls Apple 'A Winner'

CNBC commentator Jim Cramer advised Sundar Pichai to stop spending irrationally on artificial intelligence (AI) in response to the Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) CEO’s recent comments.

Benzinga

GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers

GlobalFoundries has acquired Singapore-based silicon photonics firm Advanced Micro Foundry, positioning it as one of the leading providers of this technology for AI servers.

Tom’s Hardware

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Bridgewater Is Betting Big on This 1 Chip Stock (Not Nvidia). Should You Buy Shares Here?

Bridgewater bets big on Applied Materials, signaling confidence in AI-driven chip demand and stable semiconductor growth.

The Guardian - UK

Crypto market sheds more than $1tn in six weeks amid fears of tech bubble

Bitcoin price at lowest level since April while FTSE 100 falls as Google boss warns there is ‘irrationality’ in AI boom

PC Gamer

AMD is reportedly planning a GPU price rise as the memory shortage crisis bites and odds of decent Black Friday graphics card deals look increasingly slim

GPU prices rises are now pretty much inevitable.

Benzinga

Nvidia And Tesla Valuation Look 'Most Irrational', Says Valuation Guru Aswath Damodaran: 'Does Not Hold Up To Scrutiny'

Aswath Damodaran, the NYU Stern finance professor widely known as the “Dean of Valuation,” has issued a stark warning regarding the valuations of top tech giants, specifically naming Nvidia Corp. (NASDAQ:NVDA) and Tesla Inc. (NASDAQ:TSLA) as the most irrationally valued companies in the current market.

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news in one place.

100's of premium titles.
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Barchart

S&P Futures Slip on Souring Risk Sentiment

December S&P 500 E-Mini futures (ESZ25) are trending down -0.31% this morning as investors continue to unload risk assets while awaiting Nvidia’s earnings and a pivotal U.S. jobs report.

The Independent UK

Global stock market sell-off deepens amid worries over AI spending drive

Investor sentiment has been shaken by broader scrutiny of the tech and AI sector.

International Business Times UK

Michael Burry Shutters Scion Asset Management, Renews AI Bubble Warning With Lord of the Rings Meme

Michael Burry deregistered Scion Asset Management, citing market misalignments and an AI bubble warning, using pop culture references to highlight risks ahead.

The Guardian - UK

FTSE 100 in biggest drop since April as stock market sell-off continues – as it happened

Rolling coverage of the latest economic and financial news, as shares fall across Asia and bitcoin hits a seven-month low

International Business Times UK

Anthropic CEO Warns AI Could Wipe Out Half of Entry-Level White-Collar Roles — Is Your Job in Trouble?

Anthropic CEO Dario Amodei warns AI could erase half of entry-level white-collar jobs. How real is the threat, and which roles are most at risk?

Euronews

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

The Independent UK

Asian shares sink, tracking a tech-led sell-off on Wall Street

Asian shares have tumbled, with benchmarks in Tokyo and Seoul sinking more than 3%, after Nvidia and other artificial-intelligence-related shares pulled U.S. stocks lower

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Sebastian Siemiatkowski

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