Nvidia

Moore Threads’ flagship AI chip compatible with Alibaba models in tech self-reliance push

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China’s AI Chip Ambitions: Moore Threads and the Race to Replace Nvidia Beijing-based Moore Threads Technology is making significant strides in China’s push for technological self-reliance. The company recently announced full-stack compatibility between its flagship MTT S5000 graphics processing unit (GPU) and Alibaba Cloud’s Qwen3.5-series AI models – Qwen3.5-35B-A3B, Qwen3.5-122B-A10B, and Qwen3.5-27B. This development underscores … Read more

Zoom Posts a Rare Quarterly Earnings Miss, but Underlying Fundamentals Remain Strong

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Zoom’s Earnings Miss: A Sign of Plateauing Growth or a Temporary Blip? Zoom Video Communications (NASDAQ: ZM) recently delivered a rare earnings miss for its Q4 FY2026 report, breaking a seven-quarter streak of exceeding analyst expectations. While the miss was modest – $1.44 EPS versus an estimated $1.46 – it’s a noteworthy shift for a … Read more

Dow, S&P 500, Nasdaq jump as software leads AI relief rally ahead of Nvidia earnings

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Home Depot Defies Housing Headwinds: What It Means for the Market Home Depot (HD) is navigating a tricky landscape. Recent fourth-quarter earnings, released Tuesday, February 24, 2026, revealed a mixed bag of results, but a surprisingly optimistic outlook despite ongoing challenges in the housing market. Although revenue dipped slightly, the company exceeded analyst expectations on … Read more

NVIDIA offers accelerated computing powered by AI to bolster cybersecurity across Operational Technology OT networks

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The Rise of AI-Powered Defenses: Securing Critical Infrastructure in a Connected World Nvidia’s recent push into operational technology (OT) cybersecurity, through collaborations with industry giants like Akamai, Forescout, Palo Alto Networks, Siemens, and Xage Security, signals a pivotal shift in how we protect critical infrastructure. For years, industrial control systems (ICS) – the backbone of … Read more

Meta & Nvidia: Multi-Year AI Chip Deal – Grace, Blackwell & Vera CPUs/GPUs

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Meta and Nvidia: A Multi-Billion Dollar Bet on the Future of AI Meta Platforms and Nvidia have solidified their partnership with a multiyear deal that will see Meta deploying millions of Nvidia’s Grace and Vera CPUs, alongside Blackwell and Rubin GPUs, into its data centers. This isn’t just a continuation of an existing relationship; it … Read more

Should You Forget Palantir and Buy 2 Other Artificial Intelligence (AI) Stocks Right Now?

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The AI Stock Shift: Why Nvidia and AMD Are Outshining Palantir Palantir Technologies (NASDAQ: PLTR) has long been touted as a key player in the artificial intelligence revolution. However, despite its strong underlying business and impressive product, its current valuation is raising eyebrows. Investors are increasingly questioning whether the hype justifies the price, leading many … Read more

Nvidia Shield TV: Next Model Could Add HDR10+ & AV1 Support

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Nvidia Shield TV: A Decade of Dominance and What’s Next for the Streaming King For ten years, the Nvidia Shield TV has stood as a powerhouse in the Android TV streaming device market. Despite its age, it remains remarkably capable, consistently outperforming many newer competitors thanks to its Tegra processor – featuring four Cortex-A57 CPU … Read more

Micron’s AI Memory Story Reassessed After Losing Nvidia HBM4 Orders

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Samsung Gains Ground in AI Chip Memory, Micron Faces Headwinds The race for dominance in high-bandwidth memory (HBM) – a critical component for artificial intelligence (AI) processors – is heating up. Recent developments indicate Samsung Electronics is gaining an edge, securing a key position as a supplier for Nvidia’s next-generation AI platform, while Micron Technology … Read more

Nvidia: AI infrastructure in Israel has profound potential

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The Dawn of AI Infrastructure in Israel: A Nation Reimagined Nvidia CEO Jensen Huang’s recent comments about the “Israel 1” supercomputer signal more than just a technological upgrade; they represent a potential turning point for Israel’s role in the global AI landscape. Huang predicts a “very deep” economic impact, sparking growth across startups, universities, and … Read more

This Artificial Intelligence (AI) Play Could Be the Steal of 2026

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Is Nvidia a steal? That’s the question many investors are asking. While it’s the world’s most valuable company, the potential for continued growth, particularly fueled by the relentless advance of artificial intelligence, suggests the current price might be a surprisingly opportune entry point. But looking beyond the immediate hype, what are the broader trends that … Read more

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