Nvidia will officially cap off tech earnings season today after the closing bell. It’s been a tumultuous several weeks for the AI trade and mega-cap tech more broadly, with investors reacting sharply to results on both ends of the spectrum. On one side you had Alphabet and Tesla, which drew investor ire after ramping up
Michael Burry has fired another shot at AI kingmaker Nvidia. The investor, who rose to fame in “The Big Short,” took aim at the Jensen Huang-led chipmaker in a new Substack post on Tuesday. This time, he flagged what he sees as “serious competition” for the GPU firm, pointing to reports about Etched, an AI
Nvidia shares fell on Monday, costing the chipmaker its position as the world’s most valuable company, trading positions with Apple. Monday’s nearly 5% drop in Nvidia shares extends a volatile streak for the company and chipmakers generally. The stock is down about 3% in a week, and its recent troubles have caused it to lag
