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The Latest Breaking News from Nvidia

Intel Snaps Up AI Tech for Pennies on the Dollar

Intel is acting as a strategic value investor by pursuing an acquisition of SambaNova Systems to rapidly accelerate its enterprise AI plans.

MarketBeat

Nvidia is reportedly looking to cut gaming GPU production by up to 40% in 2026 due to VRAM supply issues, but it's not as bad news as you might think. Not yet, at least

There's already an excess of RTX 50-series cards, for starters.

PC Gamer

JPMorgan Says the Dip in Broadcom Stock Is a Screaming Buy. Are You Loading Up on Shares Now?

The financial services major highlights strong ASIC demand to make a bull case for the semiconductor company.

Barchart

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3 Tech Stocks Down Over 60%—Which One Is Worth Buying?

Figma, CoreWeave, and The Trade Desk are down 60% or more from their 52-week highs. One name stands out for its capability to recover.

MarketBeat

I Asked Grok What Will Happen If the AI Bubble Bursts

The current artificial intelligence (AI) boom has provided a major lift to the stock markets and economy this year. But it also carries at least one major risk: that the AI bubble will burst in much...

GOBankingRates

Amazon in talks to invest $10bn in developer of ChatGPT

OpenAI seeking to strike latest deal in its efforts to pay for huge spending on datacentres

The Guardian - UK

David Tepper Offloads Intel, Slashes UnitedHealth Stake in Q3 to Buy This Lesser-Known Stock

In Q3, Appaloosa's David Tepper sold his entire stake in Intel and reduced his UnitedHealth Group holdings by over 90% to invest $400 million in Whirlpool shares.

International Business Times UK

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Is Google running away with the AI race? Its stock price sure seems to say so

Google is emerging as the early winner in the Big Tech AI race—and its stock price is blowing away competitors.

Fortune

This is Europe’s secret weapon against Trump: it could burst his AI bubble

Growth in the US economy – and the president’s political survival – rest on AI. The EU must use its leverage and stand up to him, says the Irish Council for Civil Liberties’ Johnny Ryan

The Guardian - UK

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

Here’s what the chart is saying about Nvidia’s future stock price, and what the put trade would mean for you.

Barchart

Microsoft's new guide to PC gaming hardware is very slightly more useful than you might expect but oddly has never heard of upscaling

The shameless plug for Copilot+ AI PCs is a turn-off, too.

PC Gamer

Kiss goodbye to cheap VRAM, reports say supplies of Nvidia's RTX 3060 graphics cards are finally running out

Is the 12 GB RTX 3060's longevity proof positive of the importance of VRAM?

PC Gamer

How the tech industry’s embrace of Trump may be paying dividends

An AI order favors tech, OpenAI chases Google and data centers look beyond Earth

The Guardian - US

'We've got to stop the panic' – Sapphire pushes for calm on RAM crisis fears and predicts price stability next year

RAM prices are skyrocketing due to the current AI boom, but Sapphire's PR manager encourages consumers to stay calm and avoid panic buying.

TechRadar

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MarketBeat

The Vertiv Pullback: Ignore the Noise, Buy the Data

Vertiv remains a primary beneficiary of the artificial intelligence boom as major technology firms accelerate capital spending on physical infrastructure.

Tom’s Hardware

Sapphire PR manager wishes AMD and Nvidia would let partners run wild with design — wants freedom to bring back Toxic line more often

PR manager at Sapphire, Edward Crisler told Hardware Unboxed in a podcast that he wishes chip makers (like AMD and Nvidia) would let AIB partners roam free and build creative graphics card designs without restrictions.

Tom’s Hardware

Asus swaps out the PCIe x16 connector for x8 on new RTX 5060 Ti GPUs — Gigabyte does the opposite with x16 upgrade to its WindForce Max card

Asus and Gigabyte have released revised versions of the companies' GeForce RTX 5060 Ti graphics cards, powered by Nvidia's Blackwell architecture.

Windows Central

Microsoft shares slide 5% in just two weeks, as Google leapfrogs the firm into third place by market cap — and yes, it's all to do with AI

Microsoft's shares have taken a battering this month. Regulatory fears, capex burn, AI delusions, and unclear returns for investment. What's going on?

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Barchart

Forget the AI Bubble and Buy Nvidia Stock for 2026: Here’s Why

Nvidia stock has come off its 2025 highs, among others, amid concerns over the feared AI bubble. However, it makes sense to buy NVDA stock at these valuations.

MarketBeat

Super Micro's Sell-Off Is a Mirage—Here’s Why the Rally May Come Back Fast

Recent market pressure on Supermicro masks a massive order backlog and a strategic expansion into federal markets, positioning the company for future growth.

Fortune

Meetings are not work, says Southwest Airlines CEO—and he’s taking action, by blocking his calendar every afternoon from Wednesday to Friday

Southwest Airlines CEO Bob Jordan says too many execs mistake packed calendars for productivity. He’s found a “crazy” solution.

Fortune

The Magnificent 7 isn't that magnificent: 5 of them have underperformed the market this year

Investors are picking between winners and losers in tech, as opposed to just herding into the index or tech stocks as a whole.

Windows Central

Big tech embarrassment: Microsoft absent from TIME’s AI Person of the Year recognition while rivals dominate

Time Magazine's famed "Person of the Year" was dedicated to the architects of AI this year, and the lack of representation for Microsoft betrays how far the company has fallen behind.

Tom’s Hardware

id Software released its first game 35 years ago today, John Carmack’s breakthrough side-scroller engine — Commander Keen title brought smooth scrolling to PCs

35 years ago today, Commander Keen in Invasion of the Vorticons - Episode 1: Marooned on Mars was released by a dev team including John Carmack and John Romero.

GOBankingRates

Apple Is Richer Than All but 4 Countries

Apple's market capitalization reached $4.01 trillion, making it wealthier than the entire economic output of nearly every country on Earth except for four.

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Luiz Inácio Lula da Silva

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