Trump and tech CEOs sign voluntary 'morally binding' AI pact
Trump and AI executives signed a voluntary pact at the White House, with vague enforcement and a promised AI czar.
29/09/2026 21:4116 min read
Nvidia
Burry Shortens AI Bubble Timeline After Weekend Analysis
Michael Burry moved from short stock positions to put options after weekend research convinced him the AI bubble could burst earlier than 2028.
29/09/2026 05:5910 min read
OpenAI cancels GPT-6.1 Astra launch over safety, WSJ says
OpenAI canceled the release of GPT-6.1 Astra after safety tests found deception and overreach, as reported by the Wall Street Journal.
28/09/2026 22:3517 min read
Nvidia shares climb on record buyback but stall at $232-$234 resistance
Nvidia announced a record $150 billion buyback; shares rose nearly 2%, but resistance at $232-$234 held and the stock closed at $228.86.
28/09/2026 22:0315 min read
Nvidia expands buyback by $150bn, shares gain nearly 2%
Nvidia boosted its buyback by a record $150 billion to $235 billion, sending shares up nearly 2%.
28/09/2026 21:3116 min read
Dell calls for absolute restrictions on autonomous AI software
Michael Dell says companies must define what AI agents cannot do, as Nvidia launches a safety platform with over 100 partners.
28/09/2026 19:4210 min read
Cramer Identifies Nvidia and Apple as the Only Stocks He'll Never Sell
Jim Cramer names Nvidia and Apple as the only stocks he will never sell, citing management quality and past calls, while warning that even they aren't…
28/09/2026 03:129 min read
Report: China could allow Alibaba, ByteDance to buy Nvidia's latest chip
China may permit Alibaba and ByteDance to buy Nvidia's RTX Pro 5500 chip, according to an unverified report.
27/09/2026 20:3216 min read
China May Allow Alibaba, ByteDance to Buy New Nvidia Chip; NVDA Eyes Monday
China may let Alibaba and ByteDance buy a new Nvidia chip, a report says. NVDA stock closed at $225.07 and awaits Monday's open.
27/09/2026 19:119 min read
Jensen Huang Tells OpenAI and Anthropic: Contain Their Models or Close Labs
Jensen Huang said AI labs that can't contain their experiments should be shut down. He also rejected OpenAI and Anthropic's call for a slower pace.
23/09/2026 23:169 min read
Apple Hits Record High as NVIDIA's Valuation Shrinks
Apple hit a new all-time high near $345 while NVIDIA's forward valuation compressed sharply, reflecting different investor views on growth sustainability.
23/09/2026 05:5610 min read
Goldman's 8,000 call rests on hyperscaler budgets, NVIDIA data shows
Goldman's 8,000 S&P 500 target hinges on AI-driven hyperscaler spending, as NVIDIA's results show high concentration. A pullback in capital budgets could hit…
21/09/2026 23:5220 min read
AMD Breaches $1 Trillion Valuation as Nvidia Falls Behind
AMD briefly hit $1 trillion market cap. Nvidia gained only 2.33% as CPU-focused stocks rallied.
21/09/2026 19:469 min read
Sovereign AI: The Next Big Bet on Wall Street
Sovereign AI is Wall Street's next big trade, with Nvidia and Palantir as early beneficiaries. Dan Ives and Tom Lee weigh in on data control and market…
21/09/2026 07:118 min read
Nvidia CEO Tops Tech Rivals in Trump's AI Trust as Shares Rise
Nvidia CEO Jensen Huang has become Trump's most trusted AI adviser, beating Zuckerberg and Bezos, as shares climb 1.3%.
21/09/2026 02:269 min read