NVIDIA

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

Photo via Yonhap News/YNA/Newscom

Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

2 min read

Photo via Stephen Smith/Sipa USA/Newscom

Hedge Funds

‘Big Short’ Investor Michael Burry Shut Down His Fund. So Now What?

The cult hero/curiosity has launched a social media broadside against the AI trade that has fueled this year’s market rally.

2 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

Nvidia Wants to Balance Workloads Between GPUs

The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.

1 min read
Photo via Koichi Mitsui/AFLO/Newscom

Artificial Intelligence

SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

2 min read

Artificial Intelligence

Apple’s Siri, Google’s Gemini and a $1B Hookup?

Photo via imageBROKER/Md Mamun Miah/Newscom

1 min read

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

Artificial Intelligence

OpenAI Teams Up With Amazon for Even More Computing Power

The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI’s other gigantic agreements.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read
Photo via Aflo/ZUMAPRESS/Newscom

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

2 min read

Big Tech

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

Photo via Apple

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

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