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LongbridgeAI

AI stocks are rebounding. One analyst says there's no spending slowdown in sight.
MarketWatch·1 hour ago
- Artificial intelligence stocks rebounded following a recent chip selloff driven by concerns over AI spending. - Analysts indicate that robust demand for AI infrastructure and multiyear chip supply agreements show no signs of a spending slowdown. - Continuous growth drivers and multiyear capacity building are expected to support ongoing strength in the semiconductor sector.
AMD+2.19%NVDA+0.57%
AI Just Became A Massive Midterm Election Issue
ZeroHedge·1 hour ago
- Artificial intelligence is emerging as a major policy and stock market issue ahead of the 2026 midterm elections, centered on whether the federal government should slow its development. - President Trump rejects the need for strict oversight to protect economic growth and avoid losing ground to China, while Kamala Harris and industry leaders advocate for federal regulation and international safety standards. - This political divide directly threatens the AI investment boom and trillions in market valuation, as slower development timelines could force Wall Street to reprice chipmakers and infrastructure stocks.
NVDA+0.57%AMD+2.19%
Microsoft announces Windows and Surface event for October 7th
The Verge·1 hour ago
- Microsoft announced a Windows and Surface event scheduled for October 7th in San Francisco to outline the future of operating systems and hardware. - Executives including CEO Satya Nadella, Pavan Davuluri, and Nvidia CEO Jensen Huang are set to attend the gathering focusing on local AI and personal computers. - The event is expected to highlight RTX Spark PCs and provide details on Microsoft Surface Laptop Ultra pricing and availability.
MSFT-1.64%NVDQ-1.20%
'This Selloff Makes Zero Sense': An Analysis from WallStreetBets
benzinga_article·1 hour ago
- Wall Street experienced an AI-adjacent selloff following tech lab CEOs calling for a slower, safety-first approach to frontier model development. - Nvidia dropped 3.36 %, while Micron and Intel fell 5.25 % and 5.59 %, respectively. - WallStreetBets traders debated whether the market downturn stemmed from regulatory moats, monetary policy pressures, or bursting valuation bubbles.
INTC-0.05%MU+0.39%
Taiwan Semiconductor Issues Blunt Warning on AI
GuruFocus·1 hour ago
- Taiwan Semiconductor Manufacturing co-chief operating officer Y. J. Mii warned that artificial intelligence remains immature and poses risks of data leaks or information loss in sensitive operations. - The executive noted that current AI systems offer limited assistance in developing cutting-edge chipmaking processes that rely heavily on physics and manufacturing constraints. - While highlighting caution toward internal AI deployment, the company remains a major financial beneficiary of strong external demand for advanced chips.
TSM-1.02%TSMX-2.35%
US Stocks Fall, Dow Drops Over 300 Points as 10-Year Treasury Yield Surges to Nearly 19-Year High; Chip Stocks Buck Trend, SpaceX Drops Over 3%
TradingKey·1 hour ago
- US stocks fell with the Dow dropping over 300 points as the 10-year Treasury yield surged to a nearly 19-year high and crude oil prices exceeded $100. - Major indices declined, including the Dow falling 0.63% to 52,093.11, the Nasdaq dropping 0.78% to 25,981.57, and the S&P 500 losing 0.45% to 7,585.73. - Chip stocks bucked the trend to post gains, while tech giants like Amazon and SpaceX experienced notable drops amid macroeconomic pressures and regional conflicts.
NVDA+0.57%AMZN-2.02%
Two camps have emerged in the debate over AI safety and regulation
CNBC·2 hours ago
- Two opposing camps have emerged in Washington and Silicon Valley regarding AI safety and regulation. - One camp, led by tech leaders like Dario Amodei and Sam Altman alongside politicians like Bernie Sanders, calls for slowing down AI development and implementing regulations to mitigate existential risks. - The other camp, led by President Donald Trump and Nvidia CEO Jensen Huang, dismisses extinction concerns as a hoax and opposes new regulations to maintain technological competitiveness against China.
NVDA+0.57%NVDD-0.56%
Groq 3 LPX by NVIDIA increases AI efficiency with deterministic execution, reducing power requirements and improving real-time inference.
Unusual Whales·2 hours ago
NVDA+0.57%NVDB+1.05%
NVLink 6 by NVIDIA enhances AI factory resilience via multi-layer strategy, ensuring flawless performance at large scales.
Unusual Whales·2 hours ago
NVDA+0.57%NVDU+1.07%
NVIDIA reveals AI factory gains at AI Infra Summit, credits Vera Rubin for improving energy efficiency and token production.
Unusual Whales·2 hours ago
NVDA+0.57%NVDX+1.12%
NVIDIA's DSX platform enhances AI factory efficiency, achieving 24% more tokens within fixed power budgets, transforming industrial AI.
Unusual Whales·2 hours ago
NVDA+0.57%NVDB+1.05%
GPU/CPU Stocks Rise in Regular Trading, Qualcomm Up 4%
Movers Alert·2 hours ago
AMD+2.19%AVGO-1.58%
Nvidia could ride a $3.2 trillion semiconductor boom
GuruFocus·2 hours ago
- Bank of America estimates that the global semiconductor industry's total addressable market will reach $3.2 trillion by 2030. - AI infrastructure acceleration, strong memory demand, and recovery in automotive and industrial sectors are driving this unprecedented growth. - Nvidia and AMD are positioned as resilient compute leaders amid broader market momentum trends.
MRVL+1.32%AMD+2.19%
Nvidia, AI Chip Stocks Look To Stem The Bleeding After Sell-Off
Unusual Whales·3 hours ago
NVDA+0.57%NVDX+1.12%
3 Artificial Intelligence (AI) Stocks That Turned $10,000 Into More Than $100,000 in 5 Years (Hint: They've All Outperformed Nvidia)
Motley Fool·3 hours ago
- Dell Technologies, Micron Technology, and Super Micro Computer are three artificial intelligence stocks that have turned a 10,000 dollar investment into over 100,000 dollars in the past five years, outperforming Nvidia. - Dell and Micron have achieved massive financial gains driven by robust demand for AI servers and shortages in memory and storage products, while Super Micro Computer has experienced significant growth despite poor margins and executive controversies. - These companies face varying market outlooks, with Dell and Micron benefiting from strong sales growth and price increases, whereas Supermicro contends with high volatility and investor hesitation regarding its business practices.
MU+0.39%SMCI-2.99%