• August 28 2024
  Nvidia earnings now rival US jobs report for impact

  Investors turn cautious on tech ahead of US chipmaker’s results

  an hour ago

  
• August 27 2024
  Artificial intelligence

  Chip challengers try to break Nvidia’s grip on AI market

  Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products

  
• August 26 2024
  Nvidia results to show Wall Street how AI chip boom is faring

  Revenue expected to double but investors will be watching for any fallout from the delay of latest Blackwell line

  
• August 15 2024
  Hedge funds

  Citadel and DE Shaw slashed Nvidia holdings ahead of market rout

  Renaissance and Marshall Wace added to positions in chipmaking giant in second quarter, filings show

  
• August 9 2024
  Markets volatility

  Investors snap up bargains in tech stock carnage

  Firms such as BlackRock and Vontobel hunting for cheap stocks after markets tumbled

  
• August 5 2024
  Production issues threaten to delay next generation of Nvidia AI chips

  Complications have affected TSMC-manufactured Blackwell processors

  
• August 2 2024
  News in-depthBig Tech

  Big Tech groups say their $100bn AI spending spree is just beginning

  Tech stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in AI investments

  
• August 2 2024
  Artificial intelligence

  Elliott says Nvidia is in a ‘bubble’ and AI is ‘overhyped’

  Hedge fund tells clients many supposed applications of the technology are ‘never going to actually work’

  
• August 2 2024
  US probes Nvidia’s acquisition of Israeli AI start-up

  Justice department has increased scrutiny of the chipmaker’s power in the emerging sector

  
• July 31 2024
  Artificial intelligence

  Nvidia and chip shares soar as Microsoft increases AI spending

  Chipmaking stocks become increasingly sensitive to investment plans of a handful of Big Tech groups

  
• July 31 2024
  Technology sector

  Nvidia shares close down 7% as tech sell-off reignites

  Chipmaker has lost about $750bn in market value over the past six weeks

  
• July 30 2024
  LexTechnology sector

  Management consultants find sweet spot in the AI boom Premium content

  Companies in need of guidance create new opportunities for consultancy industry

  
• July 26 2024
  US equities

  Tech reversal pushes US megacaps into correction territory

  Double-digit falls in Nvidia, Tesla, Meta and Alphabet highlight questions on AI investment returns

  
• July 19 2024
  US equities

  Big Tech shares lose lustre as US market rocked by violent rotation

  Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut

  
• July 18 2024
  John Thornhill

  Can the returns from Big Tech’s staggering capex live up to the hype?

  Investors will expect stratospheric rewards from the extraordinary surge in investment

  
• July 15 2024
  FT Asset Management

  James Anderson, Nvidia and exponential gains

  Plus, ECB warns on shadow banking, pension plan fees, and Sir Henry Raeburn’s portraits

  
• July 14 2024
  Nvidia could reach $50tn market cap in a decade, says top tech investor

  Early Tesla and Amazon backer James Anderson sees chipmaker’s potential scale as ‘way higher than I’ve ever seen’

  
• July 11 2024
  SoftBank Group Corp

  SoftBank buys UK chipmaker Graphcore in AI push

  Deal will give Bristol-based company a resource boost while advancing the ‘next big bet’ of Masayoshi Son’s group

  
• July 11 2024
  UnhedgedRobert Armstrong

  Are the Nvidia sceptics right? Premium content

  A brave minority

  
• July 10 2024
  Advanced Micro Devices Inc

  AMD to buy Silo AI for $665mn in drive to compete with Nvidia

  All-cash acquisition by California-based chipmaker is the largest of its kind in Europe in a decade

  
• July 9 2024
  Unhedged

  Value stocks in a growth stock world Premium content

  Where to hide when the AI bubble pops

  
• July 8 2024
  Terry Smith

  Terry Smith defends move to shun US technology stock Nvidia

  Investor’s fund pays price for scepticism that chipmaker can continue growing at rapid pace

  
• July 4 2024
  Nvidia to make $12bn from AI chips in China this year despite US controls

  Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions

  
• June 28 2024
  Artificial intelligence

  Nvidia partner Lambda Labs seeks $800mn as AI computing demand soars

  Silicon Valley start-up that rents out servers powered by chip giant seeks to capitalise on investor interest

  
• June 24 2024
  Nvidia share slide erases more than $550bn in market value

  Chipmaker’s shares have fallen 16% since Thursday, ending brief stint as world’s most valuable company last week