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Tagged: nvidia

Articles tagged "nvidia".

5 articles

Arm Holdings Dropped 13% in a Day. The Dominoes Are Still Falling.
ARMNVDAINTC

Arm Holdings Dropped 13% in a Day. The Dominoes Are Still Falling.

A parabolic rally, a sector-wide panic, and a competitive threat that could reshape the AI chip stack — here's the map.

Jun 6, 2026semiconductors
Nvidia Just Chose a Side in the Chip Wars — and It Wasn't Intel
ARMINTCDELL

Nvidia Just Chose a Side in the Chip Wars — and It Wasn't Intel

Arm Holdings surged 16% in a day after Nvidia picked its architecture for a new PC chip. The ripple effects go way beyond one stock.

Jun 1, 2026semiconductors
Alibaba Just Told the World Its AI Bet Is Working — Here's What Falls Next
BABANVDAKWEB

Alibaba Just Told the World Its AI Bet Is Working — Here's What Falls Next

An 8% single-day surge on triple-normal volume sends ripples through Chinese tech, the global AI supply chain, and one very controversial Nvidia report.

May 13, 2026alibaba
The Company That Sells Pickaxes to Every AI Gold Miner on Earth
NVDAMETASTX

The Company That Sells Pickaxes to Every AI Gold Miner on Earth

Nvidia just posted $216 billion in revenue — and the ripple effects are only starting to hit the rest of the market.

Apr 30, 2026nvidia
Nvidia's Real Moat Isn't a Chip — It's the Software Nobody Talks About
NVDAAMDINTC

Nvidia's Real Moat Isn't a Chip — It's the Software Nobody Talks About

CUDA locks in developers the way iOS locks in iPhone users, and that invisible layer explains why Nvidia keeps printing money while competitors struggle to gain ground.

Apr 11, 2026nvidia