NVDA

AMD stock fell as its Q2 beat was overshadowed by rising capex, gaming revenue declines, and Elon Musk declaring that SpaceX will fully commit to Nvidia over space data centres plans.

Niloy Chakrabarti Aug 05, 2026

SpaceX's stock dropped nearly 10% despite a surge in Q2 revenue and AI earnings. Explore the impact of rising AI capital expenditure and the upcoming insider share-lockup expiry on the stock market.

Niloy Chakrabarti Aug 05, 2026

Cathie Wood's Ark Invest sold 23,573 AMD shares after AI critic Ed Zitron claimed OpenAI's unsustainable finances are impacting chipmakers, raising risks of a market crash.

Niloy Chakrabarti Jul 20, 2026

Tech analyst Ed Zitron critiques OpenAI's role in the AI bubble, predicting its collapse could mirror the Lehman Brothers' impact on the financial market.

Niloy Chakrabarti Jul 17, 2026

Michael Burry bets against Caterpillar, questioning its AI-driven valuation surge. Explore his investment strategy and the implications for the stock market.

Niloy Chakrabarti Jul 02, 2026

Optimism around Adobe's stock rebound gained fresh momentum after its inclusion in Russell indexes and the launch of new AI offerings.

Niloy Chakrabarti Jul 01, 2026

Nvidia CEO Jensen Huang argues that AI is creating more jobs for software engineers, despite data showing significant layoffs due to AI integration in US tech companies.

Niloy Chakrabarti Jun 02, 2026

Michael Burry criticises Nvidia and xAI for risky AI expansion tactics, potentially endangering US retirees' savings. How these strategies impact the AI industry and retirement funds.

Niloy Chakrabarti Jun 01, 2026

Nvidia's Q1 results, with an 85% revenue surge and 2,400% dividend boost, position it as a leader in AI and data centre innovation. Explore the impact on shareholder returns and future growth.

Niloy Chakrabarti May 21, 2026

US President Donald Trump strategically executed 3,642 stock trades in Q1, achieving significant returns. Explore his investments in major companies like Nvidia, Microsoft, and Amazon amidst market fluctuations.

Niloy Chakrabarti May 15, 2026

Nvidia CEO Jensen Huang inspires Carnegie Mellon graduates with insights on the AI revolution's impact on industries, as tech giants face layoffs. Discover how AI is reshaping the future of work.

Niloy Chakrabarti May 11, 2026

Michael Burry explained how the stock performance of current top tech leaders over the past year has surpassed that of companies at the peak of the dot-com bubble.

Niloy Chakrabarti May 08, 2026

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