Nvidia, Broadcom, NetApp, and Cisco are facing margin pressure due to rising memory costs driven by increased AI infrastructure demand. These companies are pre-buying memory aggressively, indicating expectations of ongoing scarcity and higher input costs rather than temporary supply issues. Nvidia and Cisco are managing to pass these costs to customers, helping preserve margins, while others may struggle. Memory manufacturers like Micron could benefit in the near term, but the market remains volatile with capacity expansions expected over the next two years.
On October 22, 2026, 337 out of 497 S&P 500 stocks rose, yet the index closed lower due to heavy losses among major tech companies like Meta Platforms, NVIDIA, Apple, and Alphabet. Meta's earnings miss and costly legal settlements weighed on the inde...
Apple's stock hit a record high on the launch day of its foldable iPhone Duo, briefly making it the world's most valuable company with a market cap of about $5.1 trillion, surpassing Nvidia. Despite strong demand and sold-out preorders, limited suppl...
Nvidia has shifted from just making chips to financing AI cloud projects, backing companies like OpenAI with billions in guarantees and investments. This strategy exposes Nvidia to significant financial risk if demand for AI computing falls short, as...
At Nvidia's GTC Berlin conference, CEO Jensen Huang showcased Microducks, small AI-powered robots that perform tricks on voice command. The demo went viral, leading to over 20,000 preorders for Microducks, which are expected to ship by Christmas. Pro...
This week saw significant declines in AI infrastructure stocks, with neocloud companies like CoreWeave and Nebius dropping over 30% in October. Credit default swap spreads for major tech firms Meta, Nvidia, and Oracle hit record highs, signaling incr...
