Bernstein analyst Stacy Rasgon says Nvidia’s (NASDAQ: NVDA) recent deal with the California-based artificial intelligence (AI) startup, Groq, removes the last remaining bear case from its stock. Founded by Jonathan Ross – the architect behind Google’s first tensor processing unit (TPU) – the startup specialises in high-bandwidth, low-latency architectures. The announcement arrives at a time
Global public markets lost a significant number of companies to private equity in 2025, as boards and investors reassessed the costs and constraints of remaining listed amid volatile markets and rising regulatory burdens. From retail and software to gaming and human capital management, a growing number of companies opted to go private, encouraged by abundant
Tesla shares’ more than 100% rally since early March has pushed the company’s market cap up to a staggering $1.5 trillion – more than the valuation of every other American car company combined But a former board member – Steve Westley – believes TSLA will be hard-pressed to replicate this outperformance, or will at least
The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers. Amazon, Microsoft, Google, and Meta have committed an unprecedented $400-plus billion annually to AI infrastructure, a spending surge that has reshaped markets, accelerated semiconductor shortages, and created entirely new vendor dynamics. Yet as 2026 approaches, executives and investors face an
The United States has sharply escalated its confrontation with Europe over digital regulation, imposing visa sanctions on former European Union officials and leaders of anti-disinformation groups in a move that has drawn swift condemnation from across the Atlantic. The sanctions, announced on Tuesday by the US State Department, target a former senior EU official and
US stocks held steady on Christmas Eve, with the broad market opening virtually flat. The Dow edged marginally higher, while the Nasdaq Composite matched the S&P’s sluggish performance in a shortened trading session marked by thin holiday volumes and cautious investor positioning heading into the year-end break. The S&P 500 closed at an all-time high
Nvidia stock (NASDAQ: NVDA) tumbled nearly 1% on Wednesday after reports surfaced that the AI chipmaker has paused testing of Intel’s ambitious 18A manufacturing process. The move marks a significant setback for Intel’s foundry revival strategy and reinforces questions about whether the chip giant can compete with Taiwan Semiconductor Manufacturing Company (TSMC). Both Nvidia and
Wall Street closed higher for a fifth consecutive session on Wednesday, with the Dow Jones Industrial Average gaining approximately 300 points to reach a fresh record high as investors welcomed weaker-than-expected inflation signals. The S&P 500 also hit an intraday record of 6,937 despite mixed breadth, though technology stocks like Nvidia pulled back sharply as
Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan saw a landmark private-equity exit under activist pressure, oil rebounded on growth optimism shadowed by geopolitics, and crypto remained stuck in holiday limbo. Precious metals quietly stole the spotlight as uncertainty lingered. Here’s what moved, and
Tesla’s profit mix is shifting toward its energy business, a trend one Seeking Alpha analysis argues supports a prudent buy-on-pullbacks stance at about a $1.63 trillion valuation. At the same time, Rivian shares have rebounded sharply to $21.38, but now confront three stacked resistance levels that may define the next move. According to Seeking Alpha