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Tag: takes

Cerebras says latest offering is ‘fastest AI accelerator in the industry’ as it takes aim at Nvidia
Nvidia

Cerebras says latest offering is ‘fastest AI accelerator in the industry’ as it takes aim at Nvidia

vm_adminAugust 19, 2026

By Daniel Howley Publication Date: 2026-08-19 00:00:00 The competition is heating up for Nvidia (NVDA), as AI chipmaker Cerebras (CBRS)…

Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments
Nvidia

Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments

vm_adminAugust 17, 2026

By Tobias Burns Publication Date: 2026-08-17 15:34:00 Nvidia CEO Jensen Huang talks to members of the press as he leaves…

RenTech takes new CrowdStrike stake, exits AppLovin, boosts Nvidia holding, among top Q2 trades
Nvidia

RenTech takes new CrowdStrike stake, exits AppLovin, boosts Nvidia holding, among top Q2 trades

vm_adminAugust 14, 2026

By Liz Kiesche Publication Date: 2026-08-14 12:42:00 Renaissance Technologies’ latest 13F reveals big moves: new $572M CrowdStrike stake, more Nvidia,…

NVIDIA Stock Rises as 0 Billion AI Financing Machine Takes Shape
Nvidia

NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape

vm_adminAugust 11, 2026

By Khac Phu Nguyen Publication Date: 2026-08-11 15:50:00 This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of…

Google’s Pixel Watch 5 takes notes from the Fitbit Air in latest leak
Google

Google’s Pixel Watch 5 takes notes from the Fitbit Air in latest leak

vm_adminAugust 8, 2026

By Ben Schoon Publication Date: 2026-08-08 14:45:00 The Pixel Watch 5 looks mostly familiar in leaks thus far, but a…

SpaceX Stock Meltdown Takes  Billion Bite Out of Google's Portfolio
Google

SpaceX Stock Meltdown Takes $28 Billion Bite Out of Google's Portfolio

vm_adminAugust 8, 2026

By Erica Kollmann Publication Date: 2026-08-07 15:21:00 The latest 13F filing by Google’s parent company, Alphabet, shows that SpaceX accounts…

Mass protest at Stanford University graduation as soon as Google CEO Sundar Pichai takes the stage
Google

Mass protest at Stanford University graduation as soon as Google CEO Sundar Pichai takes the stage

vm_adminJune 14, 2026

By Zain Khan Publication Date: 2026-06-14 21:43:00 A large group of graduates walked out of Stanford University’s commencement ceremony Sunday…

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
Nvidia

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

vm_adminJune 12, 2026

By Flora Wang, Taipei Publication Date: 2026-06-11 05:47:00 AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are…

The technology breaks down again, an Apache crashes over Hormuz and Oracle takes a stand
Oracle

The technology breaks down again, an Apache crashes over Hormuz and Oracle takes a stand

vm_adminJune 10, 2026

By Kristoff De Turck Publication Date: 2026-06-10 06:38:00 On Tuesday I had the feeling that the regrouping wasn’t working. The…

Oracle (ORCL) takes a bullish long-term view of AI cloud infrastructure growth
Oracle

Oracle (ORCL) takes a bullish long-term view of AI cloud infrastructure growth

vm_adminJune 8, 2026

By Ghazal Ahmed Publication Date: 2026-06-08 12:50:00 Oracle Corporation (NYSE:ORCL) is one of the 14 AI stocks are making headlines…

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