• NVDA

Nvidia's Huang trying to make the chipmaker a one-stop shop for data centers- WSJ

Nvidia's CEO emphasizes a strategy to dominate data center components, enhancing AI services and leveraging its market leadership in chips, software, and networking technologies.

• IXIC
• NVDA

Stock Market Today: Nasdaq in biggest slump since August selloff amid tech wreck

The Nasdaq fell sharply due to Nvidia's decline ahead of key economic data influencing the Fed's rate decision, while other stocks also faced significant drops.

• INTC
• NVDA

Intel CEO to pitch board on plans to cut costs, sell chip unit - Reuters

Intel's CEO plans to present a strategic overhaul, including divesting non-core businesses, as the company faces competition from Nvidia and seeks turnaround strategies.

• AMZN
• BRKa
• GOOGL
• LLY
• META
• NVDA
• TSLA

Tech market values fall on AI costs and recession fears; Eli Lilly, Berkshire gain

Major tech firms saw market value declines in August due to AI costs and recession fears, while Eli Lilly and Berkshire Hathaway had notable gains.

• 000660
• 005930
• AAPL
• NVDA
• TSM

Trump 'has a lot on his plate', misunderstands Taiwan's chip role, minister says

Trump's comments on Taiwan's semiconductor industry provoke backlash; Taiwan's Economy Minister clarifies that Taiwan supports U.S. manufacturing, amid ongoing geopolitical tensions with China.

• INTC
• MRVL
• NVDA

Exclusive-Intel CEO to pitch board on plans to shed assets, cut costs, source says

• AAPL
• ANET
• MRVL
• NVDA
• TSLA

5 big analyst AI moves: ‘Buy Nvidia pullback,’ Apple named Top AI Pick

This article summarizes significant analyst recommendations for AI-related stocks, focusing on Nvidia, Apple, Tesla, and emerging concerns about the AI bubble amidst economic pressures.

• AAPL
• GE
• MSFT
• NVDA
• SCHW
• TRGP
• TSLA
• US2000
• US500

U.S. stock rally broadens as investors await Fed

• NVDA

A lot of noise but AI theme remains intact: Barclays

Barclays analysts remain optimistic about AI investments, despite market challenges, seeing potential normalization as beneficial for broader market returns and recommending EU Tech positions.

• DELL
• NVDA
• SMCI

Dell shares rise as AI server demand boosts results, forecasts

Dell shares rose 4% due to strong AI server demand, prompting increased earnings forecasts and driving upward revisions in price targets from multiple brokerages.