NVIDIA

Finance

Good Omen, or Bad? Tesla Opens Mag 7 Earnings Season to Mixed Reviews

Photo by Bram van Oost via Unsplash

The all-powerful cohort continues to define the broader market, which has officially been placed on the “bubble watchlist.”

2 min read

Photo via Apple

Big Tech

Apple’s Market Cap Creeps Toward $4 Trillion as iPhone 17 Flexes (Without Flipping)

Counterpoint data found the iPhone 17 lineup outsold the iPhone 16 by 14% in the US and China for its first 10 days.

2 min read
Photo by István Szitás via Unsplash

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.

2 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Artificial Intelligence

Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

2 min read

Finance

Trump’s New China Tariff Threat Halts Markets’ Optimistic ‘Melt-Up’

Photo via JOHN ANGELILLO/UPI/Newscom

Tech stocks, among the most vulnerable to souring US-China trade relations with China, led Friday’s sell-off.

2 min read

Electric Vehicles

Tesla Grapples With Threats on All Fronts

Photo via Stanislav Kogiku / AFLO Sports/Newscom

And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism?

2 min read

Semiconductors

Do China and Nvidia Still Need Each Other?

Photo via Jameson_Wu

Nvidia reported zero Q2 sales of the H20 chip to China. It’s the latest sign of China’s decreasing dependence on the company.

2 min read

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