AI, NVDA and Trump
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NVDA stock draws attention as Nvidia’s Rubin platform outpaces Blackwell on AI performance, power use, and modeled profit.
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is in fresh spotlight after interesting developments over the weekend saw major AI CEOs unite and call for a slowdown in development. The firm’s products are the go-to items for AI data center computing,
Nvidia (NVDA) stock fell 3% in premarket trading after Anthropic and OpenAI CEOs called for an AI slowdown, rattling chip stocks across the board.
Nvidia stock rebounds to $212.95 as strong earnings, Amazon's processor order and a $300 Needham target support the chipmaker's recovery outlook this week.
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NVDA stock rises premarket: Vera Rubin AI accelerator delivers 2X profit per GW than Blackwell, Semianalysis says
Nvidia’s next-generation AI platform targets a key hyperscaler bottleneck: getting more AI output from every unit of power.
Nvidia (NVDA) stock rises 0.5% in premarket as CEO Jensen Huang pushes back on AI regulation and prepares to attend Trump's state dinner for Xi Jinping.
'The Big Short' investor Michael Burry said on Wednesday that he's pulling back on risk across his portfolio, trimming every position and exiting December 2026 put options on Nvidia (NVDA) and Palantir Technologies (PLTR) without rolling the trades into later-dated contracts.
After spending years trading like a premium-priced AI leader, Nvidia may now be among the cheapest names in Piper Sandler’s AI universe.
Michael Burry, the Scion Asset Management founder made famous by The Big Short, is trimming his sails. In a Substack post cited this week, Burry said he “pulled in risk” in September and now has cash he is “happy to sit on” while he watches how markets develop.
The fund is actively managed and seeks to achieve its investment objectives by investing in total return swap agreements and common stock that in aggregate return approximately 1.2 times (120%) the calendar week total return of common shares of NVDA while making weekly distribution payments to shareholders.
Nvidia considers investing up to $10 billion in Anthropic as AI spending concerns grow, while NVDA stock holds above key technical support levels