NVIDIA

Markets

Bye Bye $2.5 Trillion: Post-Midterm ‘Momentum Unwind’ Fears Ignite Mammoth AI Selloff

Photo via JOHN ANGELILLO/UPI/Newscom

Wall Street’s best-known gauge of market anxiety, the CBOE Volatility Index, rose nearly 70% in its biggest jump in 18 months.

2 min read

Photo via Agility Robotics

Artificial Intelligence

Newly Public Agility Wants to Prove Physical AI Has Legs

The startup secured about $201 million in new funding led by Foxconn, Apple’s go-to iPhone manufacturer. Nvidia and Amazon are also backers.

2 min read
Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

Semiconductors

AMD Passes Silicon Market Stress Test, Nearly Doubles Data Center Sales

The chipmaker entered the day bearing the weight of the market’s AI-nxiety after rival Intel’s disappointing third quarter result.

2 min read
Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Marvell Stock Waffles on $115 Billion Bet on AI Infrastructure’s Future

The all-stock deal, if completed, would be the biggest ever merger of two publicly listed American tech companies.

2 min read

Big Tech

Apple Nibbles Away at Nvidia

Photo via Imagine China/Newscom

The two tech giants have been warring back and forth in recent days between who is the world’s most valuable company.

2 min read

Artificial Intelligence

Is CoreWeave’s Tapestry of Debt Unraveling?

Photo via Jimin Kim/ZUMAPRESS/Newscom

CoreWeave’s credit swaps were priced at a nerve-rattling 60% chance of default on Thursday, according to ICE Data Services.

2 min read

Semiconductors

AMD Rides Muse Hype to New Heights

Photo via Luis Chacón/EFE/Newscom

Citi analyst Atif Malik increased his price target for the stock to $800 from $575 on Tuesday, citing the rise of agentic AI.

2 min read

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