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AI trade driving stocks, but questions remain over rest of market
28+ min ago (87+ words) The cooling of Treasury yields is providing some respite with the S&P 500 and the Nasdaq hitting record highs. However, beyond those record highs, the picture becomes a little more concerning. Tech stocks are powering indices at the moment and…...
Broadcom leads AI chip growth quietly; AMD competes openly with Nvidia in data centers.
43+ min ago (271+ words) Broadcom and AMD both reported strong AI-driven revenue growth, with Broadcom's custom chips powering hyperscalers behind the scenes and AMD competing directly with Nvidia using its own GPUs and CPUs. Broadcom's AI semiconductor revenue surged 221% to $16.7 billion, driven mainly by…...
FT: SpaceX now wants $40bn for Nvidia chips. Its bonds already trade like junk.
3+ hour, 4+ min ago (357+ words) Our partners at the Financial Times report this morning that Elon Musk's SpaceX is lining up $40bn to buy Nvidia chips: $10bn in bank loans and $30bn in investm Our partners at the Financial Times report this morning that Elon Musk's SpaceX is…...
NVDA Stock Rebounds But Remains Below Key Support For Second Session: Retail Sees Massive Upside
11+ hour, 27+ min ago (361+ words) NVIDIA (NVDA) struggled below key technical levels, with the stock staying under its 200-day moving average. It had breached this for the first time since May 2025 in the previous session. Despite slipping below a crucial level, NVDA stock rebounded more…...
NVIDIA Corporation $NVDA Position Increased by Westpac Banking Corp
3+ hour, 46+ min ago (110+ words) Posted by Defense World Staff on Oct 7th, 2026 The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and…...
NVIDIA Corporation $NVDA Stock Holdings Reduced by Korea Investment CORP
3+ hour, 46+ min ago (105+ words) Posted by Defense World Staff on Oct 7th, 2026 The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were given a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a…...
Microsoft, Nvidia CEOs to unveil new AI laptop at San Francisco event
1+ hour, 13+ min ago (349+ words) For Nvidia, cracking the Windows PC market could help it go after one of the last major markets dominated by its longtime rivals Intel and Advanced Micro Devices. Microsoft CEO Satya Nadella and Nvidia CEO Jensen Huang will take the…...
Enterprise IQ drives Korea's corporate AI edge beyond model choice
10+ hour, 19+ min ago (664+ words) Korea's AI winners will codify tacit judgment into enterprise knowledge, not just swap models Enterprise IQ refers to structuring not only the data corporations hold but also decision-making logic, business rules, and implicit judgment criteria accumulated through employee experience so…...
Mirror Particle Builds AI World Model to Predict Changing Human Behavior
6+ hour, 52+ min ago (941+ words) Mirror Particle is developing a foundation model focused on human behavior rather than written language alone. The startup combines customer data with social, cultural, and current-event signals to model changing consumer motivations. Its technology focuses on observed behavior rather than…...
Top 10 Q3 insider stock sellers led by Nvidia’s Stevens, Jeff Bezos
2+ hour, 18+ min ago (99+ words) (NVDA:NASDAQ) Seeking Alpha Billionaire venture capitalist and Nvidia (NVDA) director Mark Stevens led insider selling in the third quarter, as the chipmaker’s valuation neared its cheapest level in more than a decade, with other AI-linked billionaires also among the…...