As demand for AI infra skyrockets, three new developments highlight the challenges and shifts ahead. In the U.S., the ...

Wall Street is watching patiently as chip giant Nvidia (NVDA) continues to power toward becoming the first company to close out a trading day with a $4 trillion market cap. The AI leader topped the ...

NVIDIA NVDA became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft MSFT and Apple AAPL. T ...

Nvidia stock trades at $163.87 as of July 10, 2025, reaching a record $4 trillion market cap amid surging AI demand.

Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the ...

The AI chipmaker’s market value smashed the previous record valuation, set by Apple, but ended Wednesday trading just shy of ...

While Intel, AMD, and Nvidia focus on performance and AI training, IBM doubles down on reliability, cyber defense, and AI ...

And we have landmark European champions such as Mistral.AI, Aleph Alpha in Germany, LightOn or even HuggingFace and, of ...

The much improved situation of CoreWeave is a testament to American business exceptionalism. The United States accepts ...

Also in today’s newsletter, Singapore’s Temasek sours on European companies, and Yaccarino steps down as X CEO ...

The pessimism that took over the AI investing landscape following the launch of DeepSeek and fears of a decline in demand are ...

The FTSE 100 index is seen opening about 0.4% higher, a move which would leave it close to March’s intraday record of 8908.