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Nvidia Stock $217.94 Before MSFT, GOOGL Capex: Bull $243
Macro·

Nvidia Stock $217.94 Before MSFT, GOOGL Capex: Bull $243

Nvidia shares hovered near $217.94 as markets braced for upcoming Federal Reserve decisions and major tech earnings. Corporate capital expenditure trends from Microsoft and Alphabet remain critical for the stock's valuation.

NVDAMSFT+1
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Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
Stocks·

Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership

Nvidia plans to invest $3 billion in Meta, deepening the collaboration between the two tech giants in artificial intelligence development. This investment is part of Meta's broader strategy to raise $95 billion to bolster its AI infrastructure.

NVDAMETA
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Injective launches onchain futures market tracking Nvidia GPU rental costs
Crypto·

Injective launches onchain futures market tracking Nvidia GPU rental costs

Injective has launched an on-chain futures market tracking Nvidia GPU rental costs, offering leveraged trading and potential hedging against fluctuations in AI computing costs. The development could have significant implications for the cryptocurrency market and the broader tech sector. The launch may also lead to increased adoption of decentralized finance (DeFi) platforms.

NVDA
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Elon Musk says SpaceX closed $40 billion debt deal for AI chips as firm ‘investment grade, has Starlink, launch revenue’
CriticalStocks·

Elon Musk says SpaceX closed $40 billion debt deal for AI chips as firm ‘investment grade, has Starlink, launch revenue’

SpaceX successfully closed a massive $40 billion debt financing agreement aimed at purchasing Nvidia GPUs for artificial intelligence data centers. Elon Musk highlighted that the company's strong investment-grade status and steady Starlink revenues justify the borrowing.

NVDA
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Nvidia's role as AI financier faces first big test as neoclouds take market hit
Metals·

Nvidia's role as AI financier faces first big test as neoclouds take market hit

Nvidia is facing increased scrutiny over its dual role as both an artificial intelligence chipmaker and an industry financier. Recent market corrections among neocloud providers are testing the resilience of these complex financial entanglements.

NVDASPX
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Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'
Metals·

Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'

Nvidia's Jensen Huang has predicted that there will be no memory glut in 2029, citing strong demand for memory chips. The company's CEO believes that the demand for memory will continue to outstrip supply, driving up prices and benefiting Nvidia's business. This prediction is based on a range of factors, including the growth of AI and the increasing use of memory-intensive applications.

NVDA
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Chip Stocks Rebound Amid AI Spending Concerns: MU, NVDA, and More
Stocks·

Chip Stocks Rebound Amid AI Spending Concerns: MU, NVDA, and More

Semiconductor and chip stocks are experiencing a relief rebound following a wave of heavy selling driven by lingering concerns over artificial intelligence spending sustainability. Major players like Micron Technology and Nvidia are drawing renewed investor interest as valuations stabilize.

NVDA
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‘Open your doors for AI’: German chancellor urges businesses to embrace AI as Nvidia announces new investments
Stocks·

‘Open your doors for AI’: German chancellor urges businesses to embrace AI as Nvidia announces new investments

German Chancellor Friedrich Merz urged local businesses to aggressively embrace artificial intelligence during an industry summit in Berlin. Simultaneously, semiconductor giant Nvidia announced fresh strategic investments in four German AI startups.

NVDA
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Bitcoin mining offshoot Nscale loses Microsoft AI deal as power delay stretches into 2030s
Crypto·

Bitcoin mining offshoot Nscale loses Microsoft AI deal as power delay stretches into 2030s

Nvidia-backed Nscale lost a major Microsoft AI chip deal in Britain after power grid delays pushed connections into the 2030s. The setback highlights growing infrastructure bottlenecks facing the rapidly expanding artificial intelligence sector.

NVDAMSFT
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