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Microsoft, Nvidia and Anthropic form a strategic AI partnership to scale Claude models and expand enterprise AI capabilities.
Nvidia CEO Jensen Huang announced an order backlog of roughly $500 billion tied to new AI-chip generations, setting intense focus on the company’s upcoming Q3 earnings and growth outlook.
Billionaire Peter Thiel has exited his full position in Nvidia, citing fears of an artificial-intelligence-driven tech bubble that may already be peaking.
Popular U.S. growth and tech names drop between 4% and 10% in a broad risk-off move across equities.
Shares of SoftBank Group fell by as much as 10% after the conglomerate sold its entire stake in NVIDIA Corporation for $5.8 billion, highlighting mounting funding pressures from its ambitious AI investments.
Nvidia urges TSMC to raise 3nm wafer output by 50% to 160,000 per month to meet soaring Blackwell AI chip demand.
SoftBank sells its entire stake in Nvidia for $5.8 billion as it reallocates capital toward new AI and semiconductor ambitions.
Nvidia accounts for 8.5% of the S&P 500 with a $5.1 trillion valuation, surpassing multiple national markets and entire index sectors.
NVIDIA signs a potential $2 billion memorandum with Kazakhstan to supply AI chips and accelerate the country’s digital transformation.
Nvidia slumps by $450 billion in market-cap loss across three days amid a U.S. tech sell-off.
Palantir CEO Alex Karp criticizes Michael Burry’s billion-dollar short bet on Palantir and Nvidia as bewildering given their AI leadership.
Nvidia has officially become the first company in history to reach a $5 trillion market capitalization, cementing its dominance in the AI era and setting a new benchmark for global technology valuation.
The S&P 500 reached a new all-time high above 6,900 even as nearly 80% of its components fell, with Apple, Nvidia and Microsoft alone driving the rally ahead of the Fed’s rate decision.
Apple became the latest company to surpass $4 trillion in market value, joining Nvidia and Microsoft as investors reward AI innovation and stronger-than-expected iPhone 17 sales.
Qualcomm announced a bold push into AI infrastructure with two new chips AI200 and AI250 targeting rack-scale data-center workloads and rivaling leaders like Nvidia and AMD.