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Meta Has an Unusual Bedfellow
Doug and Lee talk about Meta's new partnership with Arm to create AI server chips, the possibility for further deals given ...
24/7 Wall St1d
Nvidia (NVDA) Is A Kingmaker, But They Wrecked Soundhound (SOUN) And Saved Another
Nvidia (NASDAQ: NVDA) sold its stake in SoundHound AI (NASDAQ: SOUN), leading to a sharp decline in the stock’s price. The ...
Arm Holdings plc (ARM) to Launch First In-House Chip, Expanding Beyond Licensing
We recently compiled a list of the 10 AI News and Ratings Making Waves on Wall Street. In this article, we are going to take ...
Arm Holdings Makes a Massive Strategy Change. It Could Be Brilliant, or Blow Up in Investors' Faces.
Arm Holdings ( ARM -3.72%) has been a strong stock to own since it went public in September 2023. After hitting the market at ...
Computer Weekly2d
ARM and Meta: Plotting a path to dilute GPU capacity
Meta wants to make artificial intelligence available to everyone who uses its platforms, but scaling AI to over one billion ...
Why Jensen Huang’s Company Is Betting On Arm Holdings plc (ARM)
We recently compiled a list of the 5 Stocks Jensen Huang’s Company is Betting On. In this article, we are going to take a ...
Nvidia slashes stake in emerging rival as AI arms race heats up
Nvidia has trimmed its nascent investment portfolio by around 30%, including a big change in a key holding of a former ...
Nvidia shakes up stock portfolio, cratering Serve Robotics and sending WeRide soaring
Nvidia made some big moves in its stock portfolio in the fourth quarter, sending shares of the companies it bought and sold on a wild ride to end the week.
Nvidia cuts stake in Arm Holdings, discloses position in China's WeRide
Nvidia reduced its stake in British chip firm Arm Holdings by about 44% and exited its holdings in Serve Robotics and ...