Investors in AI-related stocks, especially semiconductors, are grappling with whether to cash in huge gains, hold, or buy more amid soaring prices and strong demand. While some tech giants like Nvidia have seen massive growth, contrarian investor Michael Burry is betting against semiconductors, warning of potential risks despite the AI boom. The debate centers on valuation concerns and timing, with some experts suggesting rotating profits into undervalued AI plays like Microsoft. The situation highlights the challenge of balancing optimism about AI's future with caution over high stock prices and market cycles.
US stock futures gained following a mixed market close and President Trump's approval of Nvidia's H200 AI chip sales to Chinese firms, although China has halted deliveries. Economic data showed a 0.5% rise in April retail sales and a slight increase ...
The US money supply (M2) has climbed back to $22.7 trillion, indicating expanding liquidity despite the Federal Reserve's rate hikes and quantitative tightening. This liquidity surge is helping push asset prices like stocks, gold, Bitcoin, and home p...
Tesla CEO Elon Musk and NVIDIA CEO Jensen Huang joined President Trump's delegation to Beijing on Air Force One, highlighting their companies' critical roles in US-China tech relations. Huang's presence followed a year of lobbying to ease AI chip exp...
At the Trump-Xi summit, key discussions centered on U.S. tech companies' access to the Chinese market and China's control over critical minerals. U.S. President Trump emphasized opening China to American businesses as a top priority, while China expr...
Nvidia CEO Jensen Huang highlights the massive scale of AI data center construction, requiring 30,000 truckloads for a single 500-megawatt facility, calling it the largest infrastructure buildout in history. This surge is driving huge revenue growth ...
