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Global investors battle between long- and short-term wins amid Nvidia volatility
The market is "quite confused" over the dramatic rally and reversal, one fund manager said.
Foxconn highlights growing AI ambitions at 'Tech Day' as it grows beyond iPhone assembler identity
At Foxconn's 'Hon Hai Tech Day' the world's largest contract manufacturer's evolution into an artificial intelligence-focused tech firm on full display.
OpenAI taps iPhone assembler Foxconn to manufacture data center components in U.S.
OpenAI has struck a new partnership with Foxconn, the world's largest contract electronics manufacturer, to build artificial intelligence hardware.
Joby lawsuit accuses air taxi rival Archer of using stolen information to 'one-up' deal
The lawsuit comes during a busy stretch for eVTOL technology as companies race to gain Federal Aviation Administration certification.
Feds charge 4 in plot to export restricted Nvidia chips to China, Hong Kong
Chips sent to China as part of the alleged scheme included Nvidia's A100 and H200 graphics processing units, an indictment says.
Jobs data muddies the picture for a December rate cut, while the Nvidia rally fizzles
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Bitcoin falls to lowest level since April
Bitcoin dropped on Thursday to levels not seen in more than six months.
2 underappreciated areas are powering CrowdStrike's next growth wave and its stock
CrowdStrike is setting the standard for modern cybersecurity.
Why Eaton's CFO change isn't a red flag — plus, Palo Alto's buzzy new deal
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Google launches Nano Banana Pro, an updated AI image generator powered by Gemini 3
The original Nano Banana rolled out in August and went viral in a social media trend that turned selfies into 3D figurines.
Nvidia's earnings blowout, Walmart's outlook, Fed minutes and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Nvidia's beat and raise should wow even its most hardened critics, and the stock soars
Talk about a strong showing.
Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
Nvidia's strong third-quarter earnings come as appetite for AI appeared to be cooling.
Nvidia stock pops 5% in premarket trading after stronger-than-expected results
The AI chipmaker's strong quarterly earnings have boosted global AI stocks.
Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Analysts agree that Nvidia's earnings are a clear signal of of strong demand for AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in markets.
‘Robotaxi has reached a tipping point’: Baidu, Nvidia leaders see momentum as competition rises
Global tech executives in recent weeks have proclaimed the robotaxi industry is finally near an inflection point.
Asian chip names rally as Nvidia forecasts hotter-than-expected sales after earnings beat
Asian chip stocks rose in early trading after American AI chip darling Nvidia beat earnings expectations in a strong sign for AI demand.
Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
During Nvidia's quarterly earnings call, CEO Jensen Huang offered a three-pronged argument to suggest that AI isn't a bubble.
Nvidia shares rise on stronger-than-expected revenue, forecast
Nvidia CEO Jensen Huang said sales for the company's current-generation GPU, called Blackwell, are "off the charts."
Palo Alto tops earnings expectations, announces Chronosphere acquisition
The cybersecurity company said in July it would by Israeli cybersecurity provider CyberArk for $25 billion.
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