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Nvidia’s latest Rubin deal points to a bigger growth market
TheStreet30d agoneutral
Nvidia’s latest Rubin deal points to a bigger growth market

Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...

Why the SOXS Semiconductor Bear ETF Is Surging as Chip Stocks Sell Off
24/7 Wall St.30d agobearish
Why the SOXS Semiconductor Bear ETF Is Surging as Chip Stocks Sell Off

A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD, and Broadcom shed billions in market cap. Here is what connected those two moves and why the math behind the trade is more treacherous than the single-day gain suggests.

Can Nebius Group Really 10X by 2030? The Math Says Yes
24/7 Wall St.30d agoneutral
Can Nebius Group Really 10X by 2030? The Math Says Yes

Artificial intelligence is creating a new industrial buildout unlike anything investors have seen in decades. Hyperscalers are committing hundreds of billions of dollars to data centers, chips, and power infrastructure because AI workloads require an entirely new computing backbone. The biggest question is shifting from whether AI demand exists to which companies will capture the ... Can Nebius Group Really 10X by 2030? The Math Says Yes