Nvidia has only won a brief reprieve in the US–China chip war
China troubles are not over
Nvidia's joy after the Trump administration loosened export restrictions, allowing the AI chip giant to sell its H20 processors in China, might be short lived, according to the Wall Street Journal.
Apple told to pull finger on AI
Investors want big deals as Apple's technology rubbish
The Fruity Cargo Cult Apple is being pushed by jittery investors to rip up its usual playbook and get serious about artificial intelligence after a disastrous year for its share price.
Wall Street stays cautious on AMD AI momentum
Analyst flags inventory worries despite new GPU launches
One Wall Street voice isn’t sold on AMD’s AI GPU push just yet. Trust Securities analyst William Stein has maintained his ‘Hold’ rating on AMD shares, citing a sizeable stockpile of unsold chips.
US tech faces investor chill over Trump tax twist
Section 899 sparks panic as foreign cash eyes the exit
US tech giants could be staring down the barrel of another self-inflicted wound courtesy of a barely noticed clause in Donald Trump’s new budget bill.
Foxconn enjoys a profit boom
But warns of trouble ahead
Foxconn has reported 91 per cent surge in profit this quarter but warned that it is cutting its full-year outlook over US tariff games.
Softbank shocks Wall Street with €3.27bn profit
Son pulls a rabbit out of his telecom hat
Masayoshi Son’s SoftBank Group stunned the cocaine nose jobs of Wall Street by posting a €3.27 billion quarterly profit, fuelled by telecom holdings and a rare bout of investment luck.
Job’s Mob pokes Google's cash cow
Cue hints at AI alternatives
The Fruity Cargo Cult Apple rattled the cocaine nose jobs of Wall Street after its services boss Eddy Cue told a US court the company might kick Google out of Safari's search box.
Microsoft flogs AI to the cloud
Azure finally stops underachieving
The cocaine nose jobs of Wall Street gave the software king of the world Microsoft a standing ovation on 1 May after the company finally managed to deliver what it had been teasing for months—decent cloud growth with an AI cherry on top.
Nvidia’s loses $250 billion
Analysts look down the back of the sofa
Nvidia’s stock has been in freefall, shedding more than $250 billion in market cap this week after it revealed a $5.5 billion charge tied to US export restrictions on its H20 AI chips to China.
Troubled Chipzilla rides new CEO bounce
But new top investor says: take the money and run
The honeymoon's barely started for Troubled Chipzilla’s new CEO, Lip-Bu Tan, and already one of the top stock whisperers on TipRanks is advising investors to get out while they’re ahead.