Latest in May Mean Nvidia
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Here’s what Super Micro’s struggles may mean for Nvidia and Dell
Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.Business - MarketWatch - November 5 -
Palantir is now worth $100 billion — and may be like Nvidia in one regard
Palantir is helping companies incorporate AI into their businesses — and one analyst says it’s succeeded “more than any company (not named Nvidia).”Business - MarketWatch - October 28 -
Nvidia may break its beat-and-raise streak, but there’s good news for investors
Nvidia’s outlook for the January quarter may not wow Wall Street when the company posts earnings next week. But Mizuho analysts see bright prospects for later next year.Business - MarketWatch - November 12 -
This OpenAI Transcription Glitch Means Your Doctor’s Orders May be Wrong
Doctors have a reputation for having illegible handwriting, with implied risks for medical misunderstandings later. In the AI era, things may be even worse.Business - Inc. - October 28 -
Tight Race Means Election Results May Not be Clear on Nov. 5
Seven battleground states may have such close ballot results that the vote may not be decided by the time the last polls close on Tuesday.Business - Inc. - October 31 -
Here's what President-elect Trump's tariff plan may mean for your wallet
President-elect Donald Trump proposed sweeping new tariffs on the campaign trail that may raise prices for consumers and trigger job loss, economists said.Business - CNBC - November 6 -
Look out kid: ecstatic reactions to Bob Dylan biopic mean Timothée Chalamet may break Oscars record
The actor gives ‘the performance of the year’ in A Complete Unknown according to one early reviewer. If Academy voters agree, he would be the youngest leading actor winner in Oscars history. A ...World - The Guardian - 22 hours ago -
Super Micro Computer Stock Crashes, Wall Street Concerns Grow
Shares of the Nvidia customer have crashed since its accounting firm, Ernst & Young, resigned.Business - Inc. - November 1 -
What to Know About Nvidia’s High-Stakes Earnings Report
Investors have high hopes for the chipmaker, the world’s most valuable company, which has enormous influence over the stock market.Business - The New York Times - 2 days ago -
Nvidia overtakes Apple as world’s most valuable company
Nvidia dethroned Apple as the world’s most valuable company on Friday following a record-setting rally in the stock, powered by insatiable demand for its specialized artificial intelligence chips.Top stories - NBC News - October 26 -
Nvidia Will Replace Intel in the Dow Jones Stock Index
The change, starting next Friday, lifts a dominant player in artificial intelligence over its chip-making rival, which has struggled to keep up.Tech - The New York Times - November 1 -
Nvidia passes Apple as world's most valuable company
Nvidia shares have nearly tripled this year as demand continues to swell for the company's graphics processing units.Business - CNBC - November 5 -
Nvidia passes Apple as world's most valuable company
Nvidia passed Apple in market cap on Tuesday becoming, for a second time, the most valuable publicly traded company in the world.Top stories - NBC News - November 5 -
Will Nvidia’s earnings report signal a stock-market pullback?
Also: Trump’s cabinet choices, a possible extension for the bitcoin rally, and how cars destroy wealthBusiness - MarketWatch - November 16 -
Nvidia’s Decade of Dominance Creates Absurd Earnings Expectations
Wall Street calls the chipmaker the most important stock in the world for a reason.Business - Inc. - 2 days ago -
Nvidia nearly doubles revenue on strong AI demand
Nvidia reported earnings after the bell. Here are the results.Business - CNBC - 2 days ago -
Nvidia’s Profit Doubles as A.I. Chip Sales Soar
The company, which dominates the market for chips used to build artificial intelligence, expects another big jump in the current quarter.Tech - The New York Times - 2 days ago -
Nvidia’s dizzying growth is now everyone’s business
Chip giant’s earnings are a big event for US equity investors, and not just because of its $3.6tn heftBusiness - Financial Times - 2 days ago -
Why Nvidia investors are missing the forest for the trees
Nvidia’s GAAP gross margins — forecast at 73% for the company’s fiscal fourth quarter — are still enviable across the semiconductor industry.Business - MarketWatch - 2 days ago -
After Nvidia’s earnings, this is the most impressive feat
Nvidia’s stock is largely holding its own despite a lack of oomph in the guidance. That reflects how well investors understand the company’s narrative and cadence.Business - MarketWatch - Yesterday -
What the Budget means for your money
Key measures on tax, investments, pensions and propertyBusiness - Financial Times - October 30 -
The OBR’s mean decision on quantitative tightening
About that headroom…World - Financial Times - October 30 -
What the vote means for corporate America
The result will have big consequences for companies spanning energy, cars and pharmaceuticalsWorld - Financial Times - November 5 -
What a Trump Victory Means for Tech
Another Trump presidency will be good for crypto and Elon Musk, but every big tech company may not benefit from a more hands-off approach to antitrust.Tech - The New York Times - November 8 -
What Will Trump’s Tariffs Mean for Businesses?
Companies are already scrambling to avoid potential tariffs. Here’s how they could play out in Donald Trump’s second term.Business - Inc. - November 7 -
What Trump means for your money
UK investors and mortgage borrowers are likely to feel the effect of new White House policiesWorld - Financial Times - November 8 -
What Trump means for Silicon Valley
I expect the administration, with the advice of Elon Musk, will adopt a mercantilist AI policyBusiness - Financial Times - 23 hours ago -
To Whom It May Concern
Some tips for whoever ends up winning.Top stories - The New York Times - November 6 -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
Don’t let the stock’s selloff fool you. Nvidia had a great week.
Big cloud companies aren’t backing down from their AI spending, which bodes well for Nvidia.Business - MarketWatch - November 1 -
Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1 -
Nvidia to replace Intel in the Dow, underscoring downfall of an industry titan
Nvidia will replace Intel in the Dow Jones Industrial Average, illustrating a changing of the guard in technology and the downfall of what was once an industry titan.Business - MarketWatch - November 1 -
Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry
Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...Tech - ABC News - November 2 -
Quantifying how much Nvidia will influence the Dow after it joins the storied average
Nvidia will join the price-weighted Dow on Friday.Business - CNBC - November 4