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Nvidia Dropped a Cryptic Clue About Its Next Big Move Ahead of GTC Event
Barrons.com78d agobearish
Nvidia Dropped a Cryptic Clue About Its Next Big Move Ahead of GTC Event

Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.

Nvidia, AMD, & other chip names in focus at Computex 2026
Yahoo Finance Video78d agoneutralVIDEO
Nvidia, AMD, & other chip names in focus at Computex 2026

Artificial intelligence (AI) exhibition, Computex, is kicking off in Taipei on Jun. 2, with names like Nvidia (NVDA), AMD (AMD), Intel (INTC), and Qualcomm (QCOM) taking center stage. Yahoo Finance Technology Editor Dan Howley explains what you need to know.

Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.
Insider Monkey79d agoneutral
Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]

5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)
24/7 Wall St.79d agoneutral
5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)

Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI deployments for the better part of two years, and here is what I keep coming back to: the names that survive the inevitable ... 5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)

Key Themes to Watch at Asia’s Biggest AI Tech Show
Bloomberg79d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

Stellantis Deepens Global Tech Alliances To Advance Software Defined EV Platforms
Simply Wall St.79d agoneutral
Stellantis Deepens Global Tech Alliances To Advance Software Defined EV Platforms

Stellantis (BIT:STLAM) has entered new collaborations with Qualcomm, Applied Intuition and Wayve to support next generation vehicle software and autonomous driving systems. The company expanded alliances with Jaguar Land Rover and Dongfeng covering product development and scaling of new energy vehicles across Europe, China and the US. Stellantis also announced an affordable European E-Car project aimed at city focused EV adoption, supported by European production and regulatory backing. For...

SentinelOne Q1 Earnings Call Highlights
MarketBeat79d agoneutral
SentinelOne Q1 Earnings Call Highlights

SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven

While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
24/7 Wall St.80d agoneutral
While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On
24/7 Wall St.80d agoneutral
Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On

NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild. Capital is rotating into this ... Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On

Marvell Technology Q1 Earnings Call Highlights
MarketBeat80d agoneutral
Marvell Technology Q1 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

Qualcomm makes eye-catching move with TikTok parent deal
TheStreet80d agoneutral
Qualcomm makes eye-catching move with TikTok parent deal

The chip company widely known for supplying the cellular modem inside your iPhone just did something investors have been waiting years to see. On May 26, Qualcomm (QCOM) rocketed to an all-time intraday high of $258 before closing at a record $248.82, after reports that the company landed an AI ...