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Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.
Nvidia is in talks to invest as much as $3 billion in SB Energy, a subsidiary of SoftBank Group and developer of a massive planned Ohio data center project for OpenAI, the Information reported on Saturday, citing people familiar with the discussions. The investment is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the chip company providing around $100 billion in credit support for the planned Ohio data center campus, the report said.
Companies try to get deals done while regulators allow them. But are buyouts always a good idea?
Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Can the company navigate these legal troubles?
The rapid growth days of each company are probably over, but each stock remains an excellent choice for income investors.
AI-driven efficiencies are an underappreciated catalyst for the fintech company.
For investors who want to bet on a future rebound in the U.S. housing market, this homebuilder ETF could be a good buy today.
Oklo had a disastrous market debut. Investors who held on to their shares, however, have had the last laugh.
Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.
Nvidia has downsized plans for a $250 billion guarantee for an OpenAI data center, the Wall Street Journal reported on Friday, citing people familiar with the matter. The revised plan would lower Nvidia's financial guarantee to less than $120 billion to address investor concerns about risk for the OpenAI data center, according to the report. Reuters could not immediately verify the report.
The crypto exchange operator was affected by relatively weak trading in such assets.
Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...
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Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.
UBS Raises the Stakes for Nvidia: $95 Billion Revenue Beat Seen Ahead
Moby summary of CSP Inc.'s Q3 2026 earnings call
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Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.
When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.
LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.
Resideo beat sales and earnings expectations in fiscal Q2, but that hasn't stopped the stock from getting hit with big sell-offs.
Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
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