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The Latest Breaking News from Nvidia

Two Nvidia DGX Spark systems fused with M3 Ultra Mac Studio to deliver 2.8x gain in AI benchmarks — EXO Labs demonstrates disaggregated AI inference serving

Using its EXO software, the company was able to split an AI inference workload and run it on three systems simultaneously.

Tom’s Hardware

Indexes Turn Red as Stocks Give Up Morning Gains

The S&P 500 Index ($SPX ) (SPY ) today is down -0.66%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.62%. After starting the day higher, stock indexes have turned lower and all 3 indexes...

Barchart

Nvidia CEO Jensen Huang Says ‘65% Of The World's GDP’ or ‘$50 Trillion’ Will Be ‘Augmented’ By AI Just Like How ‘Motors Replaced Labor’

Nvidia CEO Jensen Huang envisions AI as the next great productivity engine, augmenting human intelligence much like motors replaced labor.

Barchart

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Stocks Climb as Strong AI Spending Boosts Market Confidence

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. December E-mini S&P futures (ESZ25 ) are up +0.27%, and December E-mini Nasdaq futures...

Barchart

Advanced Micro Devices Eyes $300 as AI Demand Surges

Advanced Micro Devices is well-positioned to accelerate its GPU business to triple-digit growth and sustain it for several quarters.

MarketBeat

Alibaba's Ant Group Open-Sources dInfer, Claims AI Framework Outpaces Nvidia

Alibaba (NYSE:BABA) fintech affiliate Ant Group has open-sourced dInfer, an inference framework for diffusion language models, claiming it can make AI systems more efficient than Nvidia's (NASDAQ:NVDA) framework.

Benzinga

Qualcomm: What Last Friday’s Drop Says About Its Q4 Prospects

Qualcomm’s 7% drop last Friday made investor sentiment look quite fragile, but its quick rebound and low valuation keep the Q4 recovery story alive.

MarketBeat

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AI might be a bubble, and Stephen Hawking winning an F1 race in Sora 2 is all the proof I need

Is AI a bubble? I didn't believe it at first, but looking at Sora 2 and the eerily similar ways to the Dot-com bubble that AI companies are paying for things, I'm nervous.

Tom’s Guide

Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'

On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the massive long-term potential of artificial intelligence.

Benzinga

I tried a budget Lenovo laptop that beat Apple’s M4 Air in tests

The Lenovo LOQ 15IAX9 is a lot of laptop for the money, but some things don’t make the journey to valuetown

Creative Bloq

Taiwan Semiconductor Lifts Outlook After Blowout Quarter, CEO Says AI Signals From Clients Are 'Very Strong'

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Thursday after the contract chipmaker delivered third-quarter results that blew past analyst expectations, driven by global demand for its advanced processor technologies essential for artificial intelligence applications.

Benzinga

Nvidia Now Represents 8% Of S&P 500: Highest Market Share For Any Company Since 1974

Chipmaker NVIDIA Corp. (NASDAQ:NVDA) has surpassed Apple Inc. (NASDAQ:AAPL) as the most dominant company in the SP 500, with an average weightage that hasn’t been seen for several decades.

Benzinga

AI Boom Delivers Record Net Profit For Taiwan's TSMC

Taiwanese tech titan TSMC reported Thursday a forecast-busting record net profit for the third quarter on skyrocketing demand for microchips used to power iPhones and artificial intelligence.

International Business Times

Can Apple Make Success Of Vision Pro Yet? Ming-Chi Kuo Calls M5 Chip The 'Most Important' Hardware Upgrade

On Wednesday, analyst Ming-Chi Kuo said his forecast about the M5 chip's role in the Vision Pro update was accurate as Apple Inc. (NASDAQ:AAPL) struggles to gain momentum in mixed reality.

Benzinga

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TechRadar

Nvidia might dominate the industry, but Oracle is still betting on AMD chips for its superclusters

50,000 MI450 GPUs will power Oracle’s next supercluster, 131,072 MI355X GPUs go into its zettascale Supercluster.

Kiplinger

Trade Uncertainty Sparks Whipsaw Session: Stock Market Today

Volatility is making a cameo here in mid-October, a generally positive month marked by its historic stock market events.

TechRadar

The Apple M5 is barely a hop, much less the technological leap that Apple wants it to be

The Apple M5 is official, and from everything I've seen about it, you can probably skip this one.

Barchart

‘The Smartest Investments We Can Possibly Imagine’: Nvidia CEO Jensen Huang Says OpenAI Will Be Worth Trillions, Rivaling Amazon and Meta

Nvidia CEO Jensen Huang’s remarks on OpenAI underscore his belief in the company’s trillion-dollar potential and the strategic value of investing in known technologies.

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Barchart

Nvidia’s CEO Is Confident Oracle Will Be ‘Wonderfully Profitable.’ Should You Buy ORCL Stock Now?

In a new interview, Huang says that Oracle is positioned to be “wonderfully profitable” despite concerns over its thin margins.

TechRadar

Oracle has just unveiled the “largest AI supercomputer in the world” – and it really is huge

OCI Zettascale10 will have up to 800,000 Nvidia GPUs, but this is only the foundation of OpenAI’s Project Stargate.

Barchart

Can Nvidia Stock Hit $320 in 2025?

Nvidia stock inches higher after HSBC announced a Street-high price target on the chipmaker. Here’s why Frank Lee turned bullish on NVDA shares.

Fortune

A BlackRock-led $40 billion data center deal highlights the unstoppable AI gold rush

The $40 billion bet on Aligned highlights the demand for AI-ready infrastructure—and Wall Street’s determination to cash in.

International Business Times UK

This Semiconductor Stock Soared 26% Tuesday After Launching Devices for Nvidia's AI Factory Architecture

Navitas Semiconductor shares surged after it unveiled new semiconductor power devices designed for Nvidia's 800 VDC AI factory power architecture.

International Business Times UK

Billionaire Investor David Tepper's $180M Investment in Intel in Q2 is Already Up 58%

Appaloosa Management's David Tepper heavily bought Intel shares right before its stock price soared on the US government's $11 billion investment in August and subsequent collaboration with Nvidia.

Benzinga

Nvidia To Rally Around 76%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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