Nvidia, a leader in the semiconductor industry, has seen its revenue soar, with nearly half of its earnings—about 46%—coming from just four major customers. Each […]
Tag: Microsoft
Apple Reportedly in Talks to Join $100 Billion OpenAI Funding Round Led by Thrive Capital
Apple is reportedly in discussions to invest in OpenAI as part of a new fundraising round, which values the maker of ChatGPT at over $100 […]
Nvidia’s Path to $160: Strong LLM Training and Potential Upside Amid Blackwell Concerns
Melius notes that Nvidia’s stock could reach their $160 target fairly quickly. Initially, they were worried about issues with Nvidia’s new Blackwell chips, such as […]
Global IT Outage: CrowdStrike Update Sparks Worldwide Disruptions Across Microsoft Services and Beyond
Overview of Incident: On Thursday night, a significant IT outage occurred globally, impacting various sectors due to issues originating from CrowdStrike and affecting Microsoft services. […]
Global Tech Outage Linked to CrowdStrike Update Disrupts 8.5 Million Microsoft Devices and Causes Widespread Travel Delays
A global tech outage related to a software update from cybersecurity firm CrowdStrike impacted nearly 8.5 million Microsoft devices, according to a blog post by […]
Tesla’s Rally Costs Short Sellers $5.5 Billion in Four Days: S3 Partners Report
In the four sessions following Tesla’s announcement of more affordable cars, and FSD roll out in China, investors who bet against the stock have collectively […]
Cautionary Note from D.A. Davidson: Nvidia’s Target Price Down to $620 Amidst Shifting AI Chip Landscape
D.A. Davidson, currently maintains one of the most conservative price targets for Nvidia, setting it at $620 while also assigning a Hold rating to the […]
Microsoft-Backed Rubrik Files for IPO, Eyes Funding of $500-700 Million
Rubrik, a cloud and cybersecurity startup supported by Microsoft, has submitted paperwork to the SEC for an initial public offering (IPO), with plans to secure […]
Performance Snapshot: Ranking the Magnificent 7 Stocks in the S&P 500 YTD
Performance Evaluation of the Top 7 Stocks in the S&P 500 Index: NVIDIA $NVDA has shown the strongest performance among the Magnificent 7 stocks in […]
Billionaire Stan Druckenmiller’s Strategic AI Investment: Nvidia and Microsoft Dominate Portfolio
Billionaire Stan Druckenmiller, formerly managing Duquesne Capital, achieved an impressive 30% annual return over three decades without a single down year. Although the hedge fund […]
Microsoft reveals a €1.95 billion commitment to invest in AI and cloud infrastructure in Spain
Microsoft is set to make a substantial investment of €1.95 billion in Spain, emphasizing the expansion of artificial intelligence (AI) and cloud infrastructure. This strategic […]