How much trade chaos can enterprises weather?
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Altera specializes in a type of semiconductor that’s used in a variety of industries including telecom, defense, and robotics.
Traders betting against SPY, an exchange traded fund that tracks S&P 500 stocks, racked up more than $6 billion in profits this month.
“It’ll be a breakthrough for humanity, much like the advent of the computer itself.”
After serving as the driving force for a blistering market rise, the so-called Magnificent Seven have taken an epic stumble in 2025.
Hype climbed for AI cloud services provider CoreWeave’s IPO after it signed a $11.9 billion deal with OpenAI earlier this month.
This year’s Nvidia GTC event comes after the bombshell DeepSeek moment, the acceleration of a global trade war, and a broader market rout.
AI’s enterprise value exists on a “bell curve” – one which, at the current rate of AI development, we’re nearly at the top of.
CEO Jensen Huang is said to have traveled to Beijing, where the Financial Times reported he met with DeepSeek’s founder.
The move could usher in a challenge to the “brute force, high-energy use approach” of GPUs.
Unlike the other six companies in the so-called Magnificent Seven, Meta’s share price is actually up so far in 2025.
Never underestimate the all-too-human instinct to believe anything we want.
“Putting ‘safe’ next to ‘superintelligence’ is kind of an oxymoron.”
One point Chinese AI companies including Tencent and DeepSeek emphasize about their new models: efficiency.