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News

OPINIONS

nvidia-and-taiwan-semiconductor-make-first-us-built-ai-chip-in-historic-milestone
Nvidia And Taiwan Semiconductor Make First...
10/20/2025 10:33:06

Nvidia & Taiwan Semiconductor strengthen US AI manufacturing with milestone: production of Nvidia's first Blackwell waf...

nvidia-tsmc-unveil-the-first-us-made-blackwell-wafer-but-analyst-ming-chi-kuo-flags-this-overlooked-detail
Nvidia, TSMC Unveil The First US-Made Blac...
10/20/2025 09:28:57

Nvidia Corp (NASDAQ: NVDA) has introduced the first U.S.-made Blackwell wafer, a crucial component for AI chips, at Taiwan Semi...

nvidias-real-bottleneck-isnt-chips-its-power-says-beth-kindig-tech-analyst-shares-what-it-means-for-ai-investors
Nvidia's Real 'Bottleneck' Isn't Chips, It...
10/20/2025 06:34:47

Analyst Beth Kindig says power, not chips, is Nvidia's real bottleneck. She sees a 10x growth opportunity for AI energy inv...

chinas-rare-earth-policy-could-backfire-warn-analysts-while-highlighting-options-available-to-trump-beijing-may-find-itself-cut-off
China's Rare Earth Policy Could 'Backfire'...
10/20/2025 05:18:50

China's recent move to tighten its rare earths export controls may not be as comprehensive as initially feared, but they co...

justin-wolfers-says-calling-ai-bubble-is-a-bit-like-trying-to-spot-the-top-of-mt-everest-economist-questions-confident-bears
Justin Wolfers Says Calling AI Bubble Is A...
10/20/2025 04:05:17

Is it an AI bubble? Justin Wolfers says valuations "actually do make sense," but warns, "Anyone who expresses certa...

weekend-round-up-ai-takes-center-stage-as-nvidia-microsoft-blackrock-intel-and-apple-make-big-moves
Weekend Round-Up: AI Takes Center Stage As...
10/19/2025 14:01:26

Artificial intelligence dominated the week as Nvidia, Microsoft, BlackRock, Intel, and JPMorgan Chase made major AI-driven move...

analyst-ming-chi-kuo-said-nvidia-pr-didnt-make-it-clear-that-after-first-blackwell-wafer-was-produced-in-the-us-it-would-still-need-to-be-shipped-to-taiwan-for-cowos-advanced-packaging-to-be-considered-complete
Analyst Ming-Chi Kuo Said Nvidia PR Didn't...
10/19/2025 12:54:14

https://x.com/mingchikuo/status/1979810999273455785

consumer-tech-news-oct-13-17-elon-musks-starlink-under-us-probe-salesforce-eyes-60b-revenue-apple-launches-m5-chip-and-more
Consumer Tech News (Oct 13-17): Elon Musk'...
10/19/2025 12:01:42

U.S. Congress probes Elon Musk's Starlink over Myanmar links as Apple unveils M5 chip, TSMC beats earnings, and Salesforce ...

nvidia-ceo-jensen-huang-to-meet-global-leaders-korean-chip-executives-at-apec-summit-amid-trade-tensions
Nvidia CEO Jensen Huang To Meet Global Lea...
10/19/2025 08:38:29

Nvidia CEO Jensen Huang to meet with world leaders and top South Korean business executives at APEC CEO Summit.

alibaba-clouds-new-system-cuts-nvidia-gpu-usage-by-82-amid-trumps-flip-flop-on-ai-chip-ban-on-china
Alibaba Cloud's New System Cuts Nvidia GPU...
10/19/2025 08:18:21

Alibaba introduces Aegaeon, a computing pooling system reducing Nvidia GPU reliance by 82%.

benzinga-bulls-and-bears-stellantis-papa-johns-oklo--and-trade-tensions-shake-chip-stocks
Benzinga Bulls And Bears: Stellantis, Papa...
10/18/2025 11:41:17

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our t...

samsung-chairman-jay-y-lees-family-plans-to-offload-12-billion-in-shares-to-pay-massive-8-billion-inheritance-tax
Samsung Chairman Jay Y Lee's Family Plans ...
10/18/2025 09:37:32

Samsung Electronics Co. Ltd. (OTC: SSNLF) Chairman Jay Y Lee's mother and sisters plan to sell $1.2 billion worth of shares...

meta-blue-owl-strike-30-billion-private-capital-deal-for-ai-data-center
Meta, Blue Owl Strike $30 Billion Private ...
10/18/2025 08:08:10

Meta Platforms Inc. (NASDAQ: META) is nearing a $30 billion financing deal for its Hyperion data center in Richland Parish, Lou...

jensen-huang-says-nvidia-went-from-95-market-share-to-0-in-china-i-think-its-a-mistake-for-us-not-to
Jensen Huang Says Nvidia Went From 95% Mar...
10/18/2025 07:29:31

Nvidia CEO Jensen Huang said the company's China market share has plunged from 95% to zero due to U.S. export restrictions,...

Core News & Articles
Nvidia Plans To Deploy Its Advanced AI, Ro...
10/17/2025 21:41:20

https://blogs.nvidia.com/blog/tsmc-blackwell-manufacturing/

Core News & Articles
'Nvidia And TSMC Unveil First Blackwell Ch...
10/17/2025 19:58:20

https://www.axios.com/2025/10/17/nvidia-tsmc-blackwell-wafer-arizona

Core News & Articles
10 Information Technology Stocks Whale Act...
10/17/2025 17:35:21

direxions-qcmu-and-qcmd-etfs-facilitate-countervailing-trades-on-techs-unusual-sleeper
Direxion's QCMU And QCMD ETFs Facilitate C...
10/17/2025 16:44:27

Core News & Articles
Third Cockroach Appears, But Buying Moment...
10/17/2025 16:35:03

To gain an edge, this is what you need to know today.

Core News & Articles
Planet Posts On X "From 3 meter resolution...
10/17/2025 16:08:10

https://x.com/planet/status/1979216140720062971https://www.planet.com/constellations/owl/?utm_source=twitter&utm_medium=org...

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