Nvidia Corp

SoftBank to get first new Nvidia chips for Japan supercomputer - THE EDGE SINGAPORE

Semiconductor

SoftBank to get first new Nvidia chips for Japan supercomputer

Nvidia’s highly anticipated Blackwell line will power the supercomputer to be build by SoftBank. Jensen Huang of Nvidia and Masayoshi Son of SoftBank were speaking at the AI Summit in Tokyo.

Artificial Intelligence

Nvidia rides AI wave to pass Apple as world’s largest company

The chipmaker accounts for 7% of the weight of the S&P 500 Index and is responsible for about a quarter of the benchmark’s 21% gain this year.

Semiconductor

CEO of major supplier to TSMC dismisses AI concerns after Nvidia wipeout

AI semiconductors should grow at a much higher rate going forward, says Scientech CEO Hsu Ming-Chi.

US stocks

Nvidia gets DOJ subpoena in escalating antitrust probe

Nvidia shares, which suffered a record-setting US$279 billion ($364.56 billion) rout on Tuesday, fell further in late trading.

Results

Nvidia tumbles after disappointing forecast at quarterly results

The outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company.

Semiconductor

Intel to cut thousands of jobs to reduce costs, fund rebound

Intel presently has about has about 110,000 employees.

Tech

Why the sentiment has changed for once hot fintechs

The US stock market surges and Nasdaq shines, but fintech struggles amidst rising interest rates and regulatory shifts.

Artificial Intelligence

Valuations of AI stocks high? Market thinks no: T Rowe Price

Companies like Nvidia may be expensive, but they are not trading on “ridiculously expensive” multiples.
Semiconductor cycle: Going up or down? - THE EDGE SINGAPORE

Semiconductor

Semiconductor cycle: Going up or down?

The AI theme has taken global stock markets by storm, but for locally listed semiconductor stocks, things are still fuzzy for now.
When bad economic news stops being good stock market news — dangers ahead! - THE EDGE SINGAPORE

Tong's Portfolio

When bad economic news stops being good stock market news — dangers ahead!

The obvious question for investors would be whether to chase this rally.
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