Latest in Nvidia Blackwell
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FirstFT: Investors pour money into safe havens
Also in today’s newsletter, Turkey’s opposition leader arrested, and Nvidia unveils new AI chipFinancial Times - 6h -
Apple and Nvidia led Monday’s $750 billion tech wreck. How to play the aftermath.
Trump’s policy moves are causing angst. But one analyst says the broader AI thesis is still intact, and he names Tesla and Microsoft among big potential winners.MarketWatch - Mar. 10 -
I invested $4,000 in 2020 when the market crashed. It’s now worth $55,000 with 65% in Nvidia. Am I now in trouble?
“I’ve been disabled from anorexia and postural orthostatic tachycardia syndrome for the past five years.”MarketWatch - 3d -
3 early highlights from CEO Jensen Huang's keynote at Nvidia's big AI conference
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - 22h -
Nvidia’s GTC keynote didn’t boost the stock. Why Wall Street wasn’t so impressed.
Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.MarketWatch - 5h -
Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed
Jensen Huang announced new chips and robots at the GTC conference.Inc. - 3h -
Nvidia CEO Jensen Huang says tariff impact won't be meaningful in the near term
"Partners are working with us to bring manufacturing here. In the near-term, the impact of tariffs won't be meaningful," the CEO said.CNBC - 1h -
See Half-Life 2 In A Whole New Light By Playing An RTX Demo On March 18
Nvidia has confirmed that Half-Life 2 RTX will get a demo on March 18, giving us a glimpse of what this Valve classic would look like if it were made in 2025, not 2004.. This demo is meant to be a ...GameSpot - 6d -
Intel’s stock is climbing. Here’s the latest hope for a rescue.
Reuters reports that TSMC has approached Nvidia, Broadcom and others about a joint venture that would run Intel’s factories. But that arrangement would face some roadblocks.MarketWatch - 6d