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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.
Meta chief AI scientist Yann LeCun is leaving to create his own startup
Meta chief AI scientist Yann LeCun is leaving the company, marking an end of an era of pioneering computer science research at the Facebook parent.
Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia
Nvidia and xAI said a data center being built in Saudi Arabia and equipped with hundreds of thousands of Nvidia chips will count xAI as its first customer.
Adobe to buy Semrush for $1.9 billion, sending marketing platform's shares up 74%
Adobe said Semrush's search engine and marketing tools can help brands engage and grow customers, especially in the age of artificial intelligence.
Alphabet stock surges on Gemini 3 AI model optimism
Google said Gemini 3 allows users to get better answers to more complex questions and doesn't need as much prompting to determine the context.
Block's stock pops 9% on gross profit forecast, 3-year financial outlook
Block laid out long-term financial targets, projecting annual gross profit growth in the mid-teens through 2028.
Luma AI raises $900 million in funding round led by Saudi AI firm Humain
Luma AI, a video startup, has raised a $900 million funding round led by Saudi AI company Humain to to build a supercluster in Saudi Arabia.
Kraken confidentially files for IPO following $800 million raise
Kraken confidentially filed with federal regulators to go public in the U.S. after recently raising $800 million at a $20 billion valuation.
OpenAI rolls out 'ChatGPT for Teachers' for K-12 educators and districts
ChatGPT for Teachers will be free to K-12 educators in the U.S. through June 2027
Perplexity announces free product to streamline online shopping
Perplexity AI announced it will roll out a free agentic shopping product for U.S. users next week
Watch: Elon Musk, Jensen Huang talk AI at U.S.-Saudi Investment Forum
The event comes a day after President Donald Trump met with Saudi Crown Prince Mohammed bin Salman at the White House.
Nvidia earnings, Target's profit outlook, Meta's antitrust victory and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
The $500 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight
Nvidia earnings will be out after Wednesday's close, and AI rockstar CEO Jensen Huang will be on the hot seat.
Blip, dip, pullback or the beginning of the end? Global investors weigh in on equities sell-off
Once asset light businesses have morphed into capex-heavy hyperscalers, leading to investor concern.
Dutch halt state intervention at Chinese-owned chipmaker Nexperia, paving way for exports to resume
The development appears to bring an end to a bitter dispute between the Netherlands and China.
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