• AMD
• INTC
• NVDA

EU watchdog probes Nvidia hardware bundling as it scrutinises Run:ai deal

EU regulators are investigating Nvidia's bid for Run:ai, focusing on potential market impacts and practices related to GPU software and hardware bundling.

• 1YMZ24
• CRM
• ESZ24
• MRVL
• NQZ24
• NVDA
• OKTA
• TSLA
• US500

Futures tick up with focus on Fed commentary, economic data

U.S. stock index futures rise, with S&P 500 hitting record highs. Investors await payroll data, Fed comments, and market responses from tech stocks ahead of economic reports.

• NBIS
• NVDA

Nebius Group shares surge after Citron Research endorsement

Nebius Group's stock rose 9.6% following Citron Research's positive commentary about its AI potential and undervaluation compared to CoreWeave. CEO Arkady Volozh was also praised.

• AAPL
• AMZN
• NVDA

Amazon launches new AI servers, Apple joins as customer

AWS announces new AI servers using Trainium2 chips, challenging Nvidia. Apple confirmed as a customer; Anthropic will utilize the supercomputer. Trn2 instances available now.

• AAPL
• AMZN
• NVDA

Amazon's cloud service shows new AI servers, says Apple will use its chips

• NVDA

Nvidia eyes acquisitions with growing cash reserves

Nvidia is considering using its cash reserves for mergers and acquisitions to enhance its position in the AI industry, shifting from recent joint investments.

• NVDA

Nvidia CFO says M&A possible use for growing cash hoard

Nvidia's finance chief indicated the company may use its cash reserves for potential mergers and acquisitions at a technology conference.

• NVDA

Announced US chip export controls 'likely not the end' says Jefferies

Jefferies analysts assess recent US semiconductor export controls on China, noting mitigated fears, significant impacts on investments, and potential for further restrictions ahead.

• AMZN
• AVGO
• CRDO
• MRVL
• NVDA

BofA double upgrades Credo stock after strong Q3 print

BofA upgrades Credo Technology stock to Buy, increasing the price target to $80 post strong earnings report, highlighting AI growth and expansion while noting potential risks.

• NVDA

ZJK Industrial stock soars on NVIDIA pact progress

ZJK Industrial partners with NVIDIA to create liquid cooling systems for AI servers, enhancing capabilities and aiming to lead in AI cooling solutions.