Nvidia is expanding beyond GPUs into integrated AI systems and CPUs, targeting a $10 trillion market cap in the coming years. Key growth drivers include increased demand for AI inference computing and government investments in sovereign AI. The upcoming Vera CPU series opens a $200 billion market, potentially boosting revenue to $680 billion by 2029. While earnings could nearly 2.5x, valuation multiples may compress, moderating stock price gains despite strong fundamentals. Geopolitical risks, especially in China, pose challenges to growth projections.
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
Intel faced a crisis in mid-2025 with major losses and workforce cuts, but a strategic turnaround led by CEO Lip-Bu Tan sparked a remarkable comeback. Key moves included a $5 billion NVIDIA investment, $2 billion from SoftBank, and a $5.7 billion CHI...
Akamai and NVIDIA have expanded their collaboration to embed advanced Zero Trust security directly into AI factories using Akamai Guardicore Segmentation and NVIDIA's Vera BlueField-4 STX with DOCA software. This integration allows real-time, workloa...
Andrew Left, founder of Citron Research and a well-known activist short seller, was convicted by a federal jury in Los Angeles on multiple securities fraud charges. Prosecutors argued Left manipulated stock prices by publicly promoting or criticizing...
Nvidia launched its RTX Spark chip, claiming it as the most efficient PC chip ever, partnering with major PC makers but excluding Apple. This move threatens Apple, which relies on Google's Gemini AI, and challenges Intel and AMD's dominance in PC chi...
