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Burry's concerns about leverage are valid. Investors have been happily ramping up their margins, while leveraged ETFs add additional debt to the market.
Anthropic is in talks to bring Nvidia as an anchor investor into what could be the largest IPO in history, two people familiar with the matter told Reuters.
Nvidia's massive growth rate will widen the gap between it and other companies. Apple stock looks overvalued.
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Does Nvidia's (NVDA) valuation match its projected growth?
Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing.
Nvidia (NVDA), the dominant artificial-intelligence accelerator supplier, climbed roughly 0.6% to $220.43 Friday, finding buyers after a bruising stretch agains
Nvidia has delivered record earnings due to its expertise in AI. TSMC manufactures the chips of Nvidia and other leaders -- and has a keen understanding of the market.
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.