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News
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
1+ day, 3+ hour ago (41+ words) Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in......
Nvidia may invest $10 billion in Anthropic.
2+ hour, 24+ min ago (11+ words) The Greatest News Site On The Internet. Home of CFP Nation....
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
26+ min ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...
How to Play Flex Stock Amid a Major $4.4 Billion AI Data Center Catalyst
1+ day, 8+ hour ago (217+ words) Flex is sharpening its AI infrastructure play through its planned acquisition of EPC Power, adding fresh power to its data-center ambitions....
AI Supercharges S&P 500 Earnings as 2026 Growth Forecast Hits 32%
7+ hour, 3+ min ago (541+ words) Wall Street’s 2026 earnings outlook has shifted sharply higher as artificial intelligence spending strengthens profits across technology, advertising, cloud computing, and related industries. S&P 500 earnings are now projected to rise 32% in 2026, up from roughly 24% before second-quarter reporting began. The AI…...
Foxconn Just Delivered a Major Bullish Signal for Nvidia Stock
20+ hour, 24+ min ago (242+ words) GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares Cathie Wood Just Bet $45 Million on This Beaten-Down Space Stock. Wall Street Sees 70% Upside. Rocket Lab Stock Just Scored a New Bullish Rating Now, Nvidia's momentum is…...
d-Matrix Joins the NVIDIA NVLink Fusion Platform
7+ hour, 11+ min ago (203+ words) This week, d-Matrix and NVIDIA had a big announcement. The companies announced that d-Matrix would bring its next-generation XPUs to the NVLink Fusion platform. A closer look at the announcement revealed a few interesting details. We covered the d-Matrix Raptor…...
Elon Musk commits SpaceX exclusively to Nvidia hardware, sending AMD shares tumbling
7+ hour, 48+ min ago (336+ words) SpaceX's first public earnings call revealed $2.56 billion in AI revenue and a full commitment to Nvidia's Vera Rubin architecture, rattling the semiconductor landscape. SpaceX just held its first earnings call as a public company, and Elon Musk used the occasion…...
Nvidia Weighs $10B Investment as Anthropic IPO Markets Near Record
8+ hour, 28+ min ago (23+ words) Anthropic is reportedly in discussions with Nvidia about a potential $10 billion investment that could help shape what Reuters called a potential “mega...
Nvidia in talks to invest in Anthropic’s mega IPO
8+ hour, 20+ min ago (259+ words) Anthropic is in talks to bring Nvidia as an anchor investor into what could be the largest IPO in history, two people familiar with the matter told press. Anthropic is seeking to raise as much as $100 billion that could value…...