Why Nvidia's stock is dodging the AI credit scare that is crushing Broadcom and Oracle
The P/E ratios have contracted and the CDS spreads have widened in all three cases, but Nvidia appears unscathed

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19 stories in the last 7 days, reading neutral overall. Coverage has slowed in the last day.
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The P/E ratios have contracted and the CDS spreads have widened in all three cases, but Nvidia appears unscathed
Nvidia's head of corporate communications has left after roughly four months
OpenAI's annualized revenue reportedly fell short of expectations - but analysts say that reflects differences in how the figure is reported, not weakness in A…
President Trump on Thursday announced a $2.4 billion commitment from major tech giants including Nvidia, OpenAI and Anthropic to support federal agencies' AI-d…

Microsoft revealed the specs and price for its Surface Laptop Ultra, AI PCs that run on Nvidia chips that are designed to run AI models and agents.

Powered by Nvidia's RTX Spark chip, the latest Windows laptop is designed to run AI models and workloads directly on the device.
The first Nvidia RTX Spark laptops cost up to $7,000

The new device shows Microsoft remains committed to making its own PCs even though it's not one of the top device makers.

SpaceX reportedly seeks $40 billion in debt to buy Nvidia chips | The 8:30

Since SpaceX's record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.

Elon Musk's SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, according to a Financial Times report.
Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.
Dario Amodei's pay last year puts him above CEOs at Alphabet and Amazon, but behind those at Oracle and Nvidia.

Reflection AI, a start-up backed by Nvidia, unveiled an open-weight artificial intelligence model meant to compete with Chinese tools - and other U.S. ones.

Analysts highlight the stock's cheap valuation and the chip maker's central role in the AI ecosystem.
The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."

Nvidia's Shield TV Pro just got a $100 price hike

Nvidia will likely cross the $6 trillion threshold by the end of this month, according to options traders.

Micron is taking in more cash than Apple and Nvidia. It'll soon start doling that money out to shareholders in the form of stock buybacks..
The price of anything with memory is skyrocketing thanks to AI. Aging streaming devices are no exception.

Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.

Nvidia looks historically cheap despite strong AI demand and expectations for continued revenue growth.

California man smuggled $300 million in Nvidia chips to China, prosecutors say
PhysisForcing, a new training framework from Peking University and NVIDIA, lifts robot manipulation success from 16 to 24 percent by injecting physics supervis…

Plus, Turner delivers a $29 million substance use treatment center, CMAA names a new CEO and a British engineering firm crosses the pond.

In a sign of the financing crunch facing the hyperscalers financing the AI revolution, Amazon has announced it is raising prices on how much it charges to rent…
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

The trailers disappeared overnight from a Fremont, California, warehouse after their locks were broken. Police recovered them in nearby Newark the same afterno…

What AI risk warnings mean for software stocks, tech leaders meet Trump, Nvidia's buyback

Nvidia is expanding its buyback program to $235 billion while Alphabet and Meta halt repurchases and reallocate money to their AI initiatives.
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