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Nvidia has suspended production of its H20 AI chip, a processor specially designed for China, after Beijing ordered leading tech firms like Tencent, ByteDance, Alibaba, and Baidu to halt purchases over alleged security risks and “backdoors.” The move deepens U.S.-China technology tensions, disrupts Nvidia’s supply chain involving Amkor, Samsung, and Foxconn, and comes after the …
Jefferies analyst Brant Thill weighs in on the growing investor fear that AI will “eat” the software business and crush valuations. While infrastructure giants like Nvidia, Oracle, and Microsoft are soaring on AI demand, many application software leaders—including Salesforce, Adobe, Atlassian, and Monday.com—have been hit hard in 2025, with some down over 20% year-to-date. Thill …
NVIDIA has made history by becoming the largest stock in the S&P 500 with an unprecedented 8% weighting as of August 10, 2025, surpassing Apple’s 2023 record. This milestone marks the highest concentration of any single stock in the index since records began in 1981, driven by NVIDIA’s dominance in AI and semiconductor markets. The …
U.S. markets hit fresh record highs as President Trump secured key trade deals and ramped up pressure on Fed Chair Jerome Powell to cut interest rates. This blog covers the growing clash between Trump and Powell, the controversial $3.1 billion Fed renovation, and the booming AI investment wave led by Google, Amazon, Microsoft, and Meta. …
U.S Retail Investors Shift Focus Away from Magnificent 7 Tech Stocks:A notable trend is emerging among retail investors on Robinhood: a gradual pivot away from the well-known “Mag Seven” tech giants. These stocks, including heavyweights like Nvidia, Apple, and Microsoft, have long been favorites among individual investors. However, recent data and commentary from Robinhood’s Chief …
Steve Eisman, famed for The Big Short, warns investors not to chase stocks amid rising tariff risks and market complacency. He shares insights on AI, Nvidia, the bond market, and why he’s trimming exposure while staying long-only. Steve Eisman Says: Don’t Chase Stocks Right Now Steve Eisman, the investor famously portrayed in The Big Short, …