To gain an edge, this is what you need to know today.More Red Flags For InvestorsPlease click here for a chart of Oracle Corp (NYSE:ORCL).Note the following:This article is about the big picture, not an individual stock.  The chart of ORCL stock is being used to illustrate the point.The chart shows that ORCL stock has pulled back after out of this world projections for new revenue to be generated from AI infrastructure primarily by renting out NVIDIA Corp (NASDAQ:NVDA) GPU based servers.A new report states ...

Most of these deals are centred around two industry leaders — The proponents, however, say these are necessary to meet the surging demand for the new-age technology.The investments seem to be in line with the current demand for AI compute and superintelligence ambitions. However, when an Deal frenzyNvidia and OpenAI have been signing large, and sometimes overlapping, deals with chipmakers, cloud providers, and startups. The US based chipmaker has invested in dozens of AI startups that use its graphic proces ...

The stock to watch this morning is AMD open air having such an outsized impact on this public market. Shares up, check this out, nearly 36%. It signed a deal of a datacenter with open air.It could get a nearly 10% stake in the chipmaker. AMD expects the deal to lead to tens of billions of dollars in revenue. And let's get more into that story on the AMD Open I news at Bloomberg Tech's Ed Ludlow.Ed, what exactly was agreed upon here. I mean, you have a great command of the basic details, but there's a lot of ...

Two of the most prominent examples of Nvidia’s web of circuitous investments are OpenAI and Coreweave. In addition to the latest investment in OpenAI, Nvidia had previously participated in a $6.6 billion investment round in the fast-growing AI company in October 2024. Nvidia also has invested in CoreWeave, which supplies data center capacity to OpenAI and is also an Nvidia customer. As of the end of June, Nvidia owned about 7% of Coreweave, a stake worth about $3 billion currently. The benefits that compani ...

Circular financing adds a big new risk.Nvidia's (NVDA 0.27%) announcement that it will invest up to $100 billion in OpenAI is being hailed by the company as a massive bet on the future of artificial intelligence (AI). Still, investors should take a closer look at what is really going on here. The money OpenAI receives will ultimately be plowed right back into Nvidia hardware, mostly through Oracle's cloud buildout, where the two companies recently signed a massive $300 billion deal. OpenAI plans to deploy N ...

Super Micro’s shares have been on a roller-coaster run over the past two years and have yet to return to their record peak from early 2024. Meanwhile, CoreWeave has seen the wave of demand that followed its initial public offering fade, as its shares have retreated from their June peak, FactSet data showed.In commentary published earlier this week, Sosnick highlighted what some have described as the dangerously insular nature of AI-related spending. The hyperscalers — Microsoft Corp. MSFT, Amazon.com Inc. A ...

Three years after OpenAI and Nvidia Corp. helped kick off the global artificial intelligence frenzy, the two firms are joining forces to pave the way for a more costly phase of development with a deal that’s quickly revived fears of an AI bubble. Nvidia on Monday said it will invest as much as $100 billion in OpenAI to help the ChatGPT maker support a massive build-out of data centers equipped with Nvidia’s chips — a deal that some analysts say raises questions about whether Nvidia is investing heavily to p ...