Nvidia

  • Wall Street hedge funds ease off the Magnificent Seven in third-quarter reshuffle

  • Artificial intelligence and other tech reshaping the world, Schneider Electric

  • TSMC won’t rush new factories despite Nvidia’s push for more supply

  • U.S. risks losing AI leadership as openness declines

  • Apple steps up search for its next chief as Tim Cook era comes to an end

  • Investors ease inflows on U.S. equity funds amid rising valuation concerns

  • Amazon and Microsoft back the GAIN AI Act, restricting Nvidia exports to China

  • Oracle’s $300B AI deal meets investor drag as debt surges to $96B, stock crashes 5%

  • Baidu releases latest iteration of flagship AI models

  • How Asian tech stocks present better value than US rivals in AI race

  • U.S. AI data centers to drive global energy storage demand

  • OpenAI lays down mega‑bill: $1.4 trillion+ spending needed to match its compute aspirations

  • China’s Foxconn Q3 earnings surges by 17% to $66.2 billion as Nvidia chip demand surges

  • Google teams up with Turkcell to build Turkey’s first hyperscale data center by 2029

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  • Nvidia-backed CoreWeave’s shares drop amid data center delay

  • SoftBank sells all of its Nvidia stock holdings for $5.83 billion to fund its next‑gen AI push

  • Intel’s top AI boss exits after just 6 months to join OpenAI’s compute push

  • Power shortages leave Nvidia’s hometown data centers sitting idle

  • TSMC’s October revenue up 16.9%, slowest growth since Feb 2024

  • South Korea debuts AI ETF to tap surging investor demand

  • Palantir’s Alex Karp says its short sellers are dumb but motivating, vows to make them ‘poorer’

  • TSMC fab in Taiwan expands 3 nm output to 160K wafers/month to meet Nvidia needs