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Nebius lands $1 billion AI deal as one major risk looms
TheStreet33d agoneutral
Nebius lands $1 billion AI deal as one major risk looms

Nebius Group’s latest $1 billion artificial intelligence contract suggests customer demand is not the company’s biggest problem. Paying to build the capacity may be. AI startup Reflection said on July 14 that it had signed a deal worth more than $1 billion to secure computing capacity from Nebius ...

Nvidia (NVDA) Deepens Japan AI Push With Factory Deal And Robotics Tie Ups
Simply Wall St.33d agoneutral
Nvidia (NVDA) Deepens Japan AI Push With Factory Deal And Robotics Tie Ups

NVIDIA (NasdaqGS:NVDA) has expanded its AI footprint in Japan with a national AI factory partnership, the Noetra/FRONTia project. The company announced new alliances with Japanese leaders across robotics, industrial automation, automotive, and smart cities, including Toyota, Fanuc, Yaskawa, Sony, SoftBank, and Mitsubishi Heavy. NVIDIA introduced Cosmos 3 Edge and new Metropolis libraries aimed at deploying agentic AI on devices and across real-world infrastructure. NVIDIA, trading at...

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF
24/7 Wall St.33d agoneutral
The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

NVDY promises NVIDIA gains plus a fat monthly paycheck, but the fund's structure quietly works against you in ways the factsheet never mentions. Before your next contribution, find out exactly where that income is coming from and what you are giving up to get it.

Nvidia’s Rubin reassurance protects a much bigger AI bet
TheStreet33d agoneutral
Nvidia’s Rubin reassurance protects a much bigger AI bet

Nvidia (NVDA) CEO Jensen Huang has pushed back against reports that manufacturing problems could delay the company’s next artificial intelligence platform, Bloomberg reported. If those reports were wrong, it would protect investors far more than just a single product launch. Nvidia's rapid growth ...

Beyond the Nvidia boom: portfolio manager likes AI stocks TSMC, ASML
Reuters Videos33d agoneutralVIDEO
Beyond the Nvidia boom: portfolio manager likes AI stocks TSMC, ASML

<body><p>STORY: While the "long-term story" regarding Nvidia's success "remains intact," Casey noted the chipmaker's stock this year "has been outperformed by other areas" of the AI trade.</p><p>Casey named "picks and shovels" firms Taiwan Semiconductor and ASML as being sound investments, with the latter "a really strong business" that makes lithography machines used "to make the chips."</p><p>But he's tepid about cloud storage companies such as Western Digital, saying that some of those stocks went "from being dirt cheap to being super expensive overnight. That's not really the kind of beat and raise long-term growth story that we look for," he added.</p></body>