Actualités

Chinese consumers have filed a new class-action lawsuit against Tesla (NasdaqGS:TSLA) alleging fraudulent marketing and consumer deception related to its Full Self-Driving feature in China. The case targets Tesla's largest international market and raises questions around how the company presents its advanced driver assistance capabilities. At the same time, Tesla's humanoid robotics and autonomy ambitions face sharper competition as OpenAI launches a robotics division and Nvidia expands its...

It is finally bouncing back after several challenging years.

Broadcom reports earnings Wednesday after AI-related revenue more than doubled in the prior quarter, with investors focused on guidance and demand from hyperscale customers.

Nvidia doesn't have the same valuation level as its peers in big tech.

The possibility is more likely than one might think.

Nvidia CEO Jensen Huang recently highlighted a shift from copper to optical interconnects for AI data center connectivity, citing physical limits to copper. Huang pointed to photonics suppliers, including Lumentum Holdings (NasdaqGS:LITE), as important to solving AI infrastructure bottlenecks. Nvidia has committed significant investment to Lumentum and other optical networking firms to support next generation AI data center build outs. Lumentum Holdings (NasdaqGS:LITE) is in the spotlight...

In recent days, Siemens and Nvidia announced a three-way collaboration with Fluence Energy to create an AI data center reference architecture that integrates Fluence’s Smartstack battery platform to support power-intensive NVIDIA DSX Vera Rubin “AI factory” designs. While this blueprint does not represent firm orders, it places Fluence’s grid-scale storage at the center of how future AI data centers could manage grid constraints and reliability challenges. Next, we’ll examine how Fluence’s...

Investors might have overestimated the impact of artificial intelligence on the software industry.

In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competition for Qualcomm’s Snapdragon X processors, just as Qualcomm introduced its Dragonfly AI data-center brand and highlighted broader AI ambitions. The contrast between Nvidia’s detailed PC roadmap and Qualcomm’s still-to-be-explained Dragonfly offering has sharpened investor focus on whether Qualcomm can defend and extend its role in AI PCs and...

Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) are emerging as some of the biggest beneficiaries of rising demand for specialized AI infrastructure. Gary Black Says Wall Street Is Rewarding Custom AI Chip Leaders On Tuesday, Black said Broadcom and Marvell "seem to be the big winners in Wall Street's new appreciation for custom AI chips," pointing to grow

A look at the day ahead in European and global markets from Tom Westbrook Notwithstanding fresh hostilities in the Middle East, AI shares drove equity markets in Asia to new records on Wednesday.

On 2 June 2026, Aptiv PLC announced an expanded collaboration with NVIDIA to evolve Jetson platforms, including next-generation Jetson Thor, into commercially supported, production-ready edge AI systems with long-term security, lifecycle management, and Linux support across industries such as industrial automation, robotics, aerospace and defense, automotive, and telecommunications. A distinctive element of this announcement is Aptiv’s plan to provide Cyber Resilience Act ready Yocto...

In recent days, Coherent Corp. reported strong growth in its Data Center & Communications segment and secured a multibillion‑dollar AI datacenter infrastructure partnership with Nvidia, which also took an equity stake to support expanded photonics capacity. These developments coincided with broader enthusiasm for optical networking after Nvidia CEO Jensen Huang highlighted high‑speed optical connectivity as critical for AI data centers. An especially important detail for investors is that...

The retailer figured out how to generate recurring revenue and get people to spend more.

Figma continued to deliver strong results despite broader fears about disruption.

AI isn't cheap.

NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professional devices. The company also announced Vera CPUs for data centers, targeting new AI workloads for hyperscalers and enterprises. RTX Spark is tied to a partnership with Microsoft and MediaTek, while Vera connects to fresh ecosystem support across data center, robotics, and edge platforms. NVIDIA highlighted new supply chain partners, open...

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure for large language model training, inference, and broader AI workloads. The launch coincides with new AI PC and chip announcements from Nvidia, sharpening competitive attention on NasdaqGS:AMD in AI and data center markets. For investors tracking NasdaqGS:AMD, the new Helios platform brings additional...

The jewelry retailer looks like a good value after the latest report.

Marvell Technology, Broadcom, and Hewlett Packard Enterprise all soared on Tuesday, gaining from the ongoing AI rally.

Investors are betting that optical components and photonic networks will become essential for moving massive amounts of data between AI chips, servers, and racks.

The company is going through a rough patch when it comes to profitability, but it is still steadily growing revenues.

Bitcoin has fallen sharply, but investors need to carefully consider the value of what they are buying.

Investors who buy this top AI stock right now could make a fortune, according to Nvidia's chief executive.

The satellite internet provider is seeing a boost ahead of the SpaceX IPO.

Cathie Wood, chief of Ark Investment Management, has spent much of the past several months trimming positions in some of the market's biggest winners, likely locking in gains after a strong rally. Now, Wood is making one of her largest purchases in recent months, buying roughly $66 million worth of ...

Broadcom's returns have outpaced Nvidia's in recent months.

Experts are worried about SpaceX's sky-high valuation.

SentinelOne's stock slipped after the company did not raise its full-year guidance.

Broader developments in the field of artificial intelligence (AI) gave the semiconductor and data center specialist a boost.