NVDA

Nvidia announces a $4 billion investment in Lumentum and Coherent to advance optics technology for next-gen AI infrastructure buildout.

Niloy Chakrabarti Mar 03, 2026

Meta Platforms partners with AMD in a $100 billion deal for AI computing power as infrastructure buildout costs continue to soar amid investor fears of job displacement and unsatisfactory output.

Niloy Chakrabarti Feb 26, 2026

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

Niloy Chakrabarti Feb 26, 2026

Nvidia's annual surveys revealed that healthcare and telecom companies are aggressively deploying AI to lower operational costs and ramp up output.

Niloy Chakrabarti Feb 25, 2026

Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines.

Niloy Chakrabarti Feb 25, 2026

Billionaire investor David Tepper discussed the risks of excessive Fed rate cuts, rising inflation and elevated stock valuations.

Niloy Chakrabarti Feb 17, 2026

Goldman Sachs analysts believe Nvidia will post a $2 billion revenue beat in Q4, but investors will likely need more evidence of strong demand this year and 2027 before they buy more.

Niloy Chakrabarti Feb 09, 2026

Nancy Pelosi purchased call options of Amazon, Alphabet, Nvidia, and Apple after selling thousands of shares of each stock. She also increasingly moved shares to a donor-advised fund.

Niloy Chakrabarti Jan 27, 2026

Michael Burry said the US should invest $1 trillion to rapidly deploy small nuclear reactors to support the rising energy demand from AI data centres.

Niloy Chakrabarti Jan 14, 2026

Ken Griffin's Citadel Advisors sold 1.6 million Amazon shares in Q3 and purchased 388,000 Palantir shares despite extreme valuations.

Niloy Chakrabarti Jan 08, 2026

Jensen Huang is okay with California's proposed wealth tax, which could cost him nearly $8 billion. The measure faces mixed reactions.

Niloy Chakrabarti Jan 08, 2026

Big Short's Michael Burry believes there is 'supply-side gluttony', implying major data centre expansion, GPU orders, and multibillion-dollar commitments without any clear end-user demand.

Niloy Chakrabarti Dec 12, 2025

South Korean chipmaker SK Hynix is exploring a US listing to enhance its corporate valuation and better compete with US peers like Micron Technology.

Niloy Chakrabarti Dec 10, 2025

Michael Burry described Tesla as a 'ridiculously overvalued' company and theorized that longer depreciation schedules could be making Nvidia's finances appear better than they actually are.

Niloy Chakrabarti Dec 02, 2025

Peter Thiel's fund slashed its stake in Tesla by 76% and entirely offloaded Nvidia and Vistra Corp. shares in Q3. Instead, he purchased $45 million worth of shares of Apple and Microsoft.

Niloy Chakrabarti Nov 21, 2025

Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.

Niloy Chakrabarti Nov 14, 2025

Cathie Wood's Ark Invest increased holdings in US Mag 7 stocks and Chinese AI firms in Q3, despite concerns over an AI bubble and market volatility.

Niloy Chakrabarti Nov 13, 2025

SoftBank is divesting assets, including Nvidia and T-Mobile shares, to fund its $22.5 billion investment in OpenAI, highlighting its shift towards AI focus.

Niloy Chakrabarti Nov 12, 2025

Michael Burry's Scion Asset Management bets against Nvidia and Palantir, raising concerns of an AI market bubble despite their strong performance.

Niloy Chakrabarti Nov 05, 2025

Navitas Semiconductor shares surged after it unveiled new semiconductor power devices designed for Nvidia's 800 VDC AI factory power architecture.

Niloy Chakrabarti Oct 15, 2025

Appaloosa Management's David Tepper heavily bought Intel shares right before its stock price soared on the US government's $11 billion investment in August and subsequent collaboration with Nvidia.

Niloy Chakrabarti Oct 15, 2025

Intel shares have gained over 50% in the past one month, which has turned the US government's $11 billion investment into $16 billion.

Niloy Chakrabarti Oct 03, 2025

Nvidia-backed AI data centre operator CoreWeave shares rose almost 12% on Tuesday after it announced a long-term cloud deal with Meta Platforms.

Niloy Chakrabarti Oct 01, 2025

US megacap tech stocks, which are driving the AI boom, remain the top picks for hedge funds, reaffirming their forecasts of long-term growth potential.

Niloy Chakrabarti Sep 30, 2025

Intel was the top performer on the S&P 500 and Nasdaq yesterday after Nvidia announced its plans to acquire a stake in the company and develop chips for hyperscale and personal computing markets.

Niloy Chakrabarti Sep 21, 2025

Nvidia shares gained 4.3% during early Tuesday trading after the company said the Trump Administration is set to lift its ban on the export of H20 AI chips to China.

Niloy Chakrabarti Jul 15, 2025

Nvidia CEO Jensen Huang became the 7th richest person globally with a net worth of $143.6 billion, surpassing Warren Buffett's fortune of $142.4 billion.

Niloy Chakrabarti Jul 14, 2025

Nvidia's market cap reached $3.7 trillion as the stock price reached an all-time high. The rally boosted the value of Jensen Huang's 4% stake in the company to $135 billion.

Niloy Chakrabarti Jun 27, 2025

Rep. Marjorie Taylor Greene's early May investments in Tesla, Nvidia, Dell Technologies, and Impinj have returned substantial gains in the past few weeks.

Niloy Chakrabarti May 30, 2025

Nvidia shares were up in premarket trading after the company posted strong revenue growth driven by rising demand for AI computing and infrastructure.

Niloy Chakrabarti May 29, 2025