President Donald Trump publicly criticized Anthropic CEO Dario Amodei on Truth Social, calling him a "perfect little angel" and arguing that AI only needs one guardrail: a strong president. Trump emphasized the administration's strong regulatory power over AI companies and framed opposition to rapid AI and data center expansion as a conspiracy benefiting China. This signals a White House stance favoring aggressive AI infrastructure growth and resistance to safety-driven slowdowns. Investors should watch companies supplying AI infrastructure like NVIDIA, Broadcom, and Vertiv, which stand to benefit from this pro-buildout policy. The dispute centers on Amodei's warnings about AI's impact on jobs and calls for slower deployment, which contrasts with the administration's push for rapid expansion.
As of Sep 14, 2026 21:52 WIB, shares of key AI infrastructure suppliers are down on Pluang, with Nvidia (NVDA) trading at USD 210.70, down 3.42% for the day. Broadcom (AVGO) also fell 4.94% to USD 344.12, while Vertiv (VRT) dropped 8.37% to USD 235.48. These declines come despite the White House's push for rapid AI infrastructure growth, highlighting market volatility in this sector.
In the last quarter, Nvidia reported earnings approximately double those of Apple, highlighting its strong financial performance. Despite this, Nvidia's stock price is only about 20% higher than Apple's, suggesting the market may be valuing the two c...
Microsoft revealed the specs and pricing for its new AI-focused Surface Laptop Ultra, starting at $2,600, and the Surface RTX Spark Dev Box workstation priced from $6,000. Both devices use Nvidia's RTX Spark chip to run AI models locally and come wit...
Nvidia's stock recently reached an all-time high, yet its forward valuations remain compressed, indicating potential for further gains. The T-REX 2X Long Nvidia Daily Target ETF (NVDX), a leveraged product, benefits from strong technical momentum but...
ProShares Ultra Semiconductors ETF (USD) provides double daily exposure to semiconductor stocks, aiming for aggressive gains but with amplified risk due to leverage and concentration in top holdings like Nvidia (19%). Despite Nvidia's recent strong p...
Microsoft announced the Surface Laptop Ultra, starting at $2,599, featuring an Nvidia AI chip that allows users to run large AI models locally without incurring cloud expenses. The laptop includes a magnetic USB-C port similar to Apple's MagSafe and ...
