In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999
Record Concentration Puts AI Trade in Focus; BTC Risk Sentiment Watch Torsten Sløk / Apollo Academy : Extreme Concentration in the S&P 500 Continues X: Myles Udland / @mylesudland : Cool chart that un...
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+
Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …
Apple, Nvidia, Alphabet, Amazon, Meta, and Microsoft stocks led a tech stock sell-off amid US recession fears; AAPL drops 5%, NVDA drops 7%+, and MSFT drops 3%+
Apple (AAPL.O) and Nvidia (NVDA.O) led a sell-off in technology stocks on Monday as U.S. recession fears and Berkshire Hathaway's …