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Nvidia CEO Jensen Huang described the recent technology selloff as a buying opportunity, arguing that AI-related stocks remain attractively valued as the global AI infrastructure buildout is still in its early stages.
Anthropic is urging policymakers and AI labs to carefully evaluate the risks of increasingly autonomous AI systems as Claude reaches human-level coding performance and begins handling most of the company’s production code.
Goldman Sachs projects that SpaceX could increase its AI-related revenue by 100 times by 2030, reaching approximately $322 billion annually as the company expands its artificial intelligence infrastructure.
Investors now view Nvidia as a safer borrower than the U.S. government, with the company’s five-year credit default swap trading below U.S. sovereign CDS levels.
Alphabet unveiled an $80 billion fundraising plan, including public offerings and a Berkshire Hathaway investment, to finance the rapid expansion of its AI computing infrastructure.
The Shanghai Stock Exchange approved Unitree Robotics’ IPO application, clearing a major hurdle for one of China’s most prominent humanoid robot companies as investor interest in robotics continues surging.
Nvidia unveiled its Vera CPU for AI agents alongside new AI models, robotics platforms, and AI PC technologies, outlining a broader vision for agentic and physical AI.
Nvidia shares gained after the company unveiled its new RTX Spark processor for Windows laptops, marking a major push into the PC market traditionally dominated by Intel and AMD.
Microsoft is preparing to launch the Surface Laptop Ultra, its most powerful laptop yet, featuring Nvidia’s RTX Spark chip and positioning the device as a direct competitor to Apple’s MacBook Pro.
The Nasdaq 100 closed above 30,000 for the first time in history after surging 31% in just 56 days, fueling comparisons between today’s AI boom and the late-1990s dot-com rally.
Asian stock markets suffered a sharp selloff as Taiwan, South Korea, and Japan erased more than $300 billion in combined market value during a broad regional decline.
ClickHouse tripled its annual recurring revenue to $250 million over the past year as the database company prepares for a potential IPO in the coming years.
South Korea became the second country after the United States to have more than one public company valued above $1 trillion, led by Samsung and SK Hynix.
SK Hynix officially joined the $1 trillion market cap club after shares surged 11%, fueled by record earnings and booming demand for AI memory chips used in Nvidia systems.
South Korea’s KOSPI surged to a record high after gaining roughly $220 billion in market value, driven by sharp rallies in Samsung and SK Hynix shares.