Nvidia's AI Dominance Faces Its Greatest Threat From Within
While rivals like AMD and Broadcom chip away at the edges, Nvidia's most pressing challenge comes from its own biggest customers—tech giants now building their own AI chips.
While rivals like AMD and Broadcom chip away at the edges, Nvidia's most pressing challenge comes from its own biggest customers—tech giants now building their own AI chips.
Facing intensifying competition and declining electric vehicle deliveries, Tesla is making a high-stakes strategic shift, discontinuing key models to double down on its autonomous Cybercab and Optimus humanoid robot.
Often dismissed as a minor budget line, packaging ink is a critical yet overlooked factor influencing production efficiency, sustainability compliance, and brand reputation. This analysis uncovers the true lifecycle costs embedded in ink selection.
A major tourism body projects steep declines in international visitors and billions in lost revenue if the U.S. moves forward with plans to collect travelers' social media histories, with hotels and related sectors set to bear the brunt.
The National Grocers Association is urging U.S. regulators to rein in what it calls anti-competitive purchasing practices by major chains, warning that the issue distorts markets and contributes to higher food prices.
Taiwan's telecom leader, Chunghwa Telecom, reported full-year 2025 results that surpassed its own forecasts, driven by robust core services and strategic ICT expansion. While Q4 operating income faced headwinds, the company posted a decade-high for fourth-quarter EPS and outlined ambitious plans for AI, submarine cables, and renewable energy to fuel its 2026 roadmap.
A new analysis finds that since 2020, New Jersey residents have suffered the steepest decline in the real value of their money compared to any other state, despite rising wages.
Garrett Motion's stock has soared 97% in the past year, dramatically outperforming the market. As shares hover around $18.24, investors are grappling with a critical question: does this turbocharged run still leave room for value, or has the opportunity passed? We analyze the cash flows and multiples behind the surge.
Silver's worst single-day drop since 1980, fueled by a burst of speculative frenzy, offers a stark warning to markets currently captivated by the promises of artificial intelligence and quantum computing.
OpenText announces a strategic divestiture of its Vertica analytics unit to Rocket Software, coupled with the appointment of a new CEO, signaling a sharpened focus on core cloud and AI platforms while strengthening its balance sheet.
AstraZeneca secures key regulatory nods for cancer drugs and strikes a new metabolic disease partnership, driving its soaring share price and intensifying the debate over its future growth trajectory.
After a punishing year that saw its shares tumble over 37%, DaVita Inc. (DVA) is trading at a steep discount to its intrinsic value, according to fundamental analysis. With a P/E ratio significantly below industry peers, the dialysis giant presents a complex puzzle for long-term investors weighing regulatory headwinds against deep value.
The industrial tools giant names Francesca Campbell as General Counsel and Corporate Secretary, appoints Debra Crew as incoming Board Chair, and adds Shane M. O'Kelly to its board, signaling a strategic governance refresh amid industry-wide focus on operational efficiency.
Sharp Corporation's shares have tumbled over 23% in the past year, lagging behind industry peers. A deep dive into valuation metrics reveals a complex picture: while a discounted cash flow model suggests the stock is fairly priced, its depressed P/E ratio signals potential undervaluation. As the iconic Japanese electronics maker navigates a challenging market, investors are divided on whether this represents a buying opportunity.
Shares of transaction processor EVERTEC (EVTC) are gaining investor attention on recent price strength, creating a divergence from its weaker multi-year returns. As the firm expands its fintech footprint across Latin America and the Caribbean, the market weighs short-term optimism against longer-term challenges.
Sirius XM Holdings appoints streaming veteran Eve Konstan as its top legal executive while finalizing a major 'Do Not Call' lawsuit settlement, moves that analysts say highlight shifting priorities in governance and subscriber relations.
Diverging analyst reports on Grab Holdings highlight the tension between its near-term margin pressures and long-term strategic shift. While Bernstein trimmed profit estimates, BofA Securities upgraded the stock, reflecting a debate on whether heavy investments in new verticals will ultimately pay off for the Southeast Asian super-app.
Homebuilder Century Communities expands its Southeast footprint with new communities near Charlotte, as its stock performance presents a complex picture for investors weighing regional demand against broader market trends.
Just days after deadly Storm Kristin left a trail of destruction, Portugal and Spain are preparing for the arrival of Storm Leonardo, with authorities warning of renewed flood risks and disruption.
Galaxy Digital's head of research, Alex Thorn, warns that Bitcoin's recent weakness could deepen, with the $58,000 level and its 200-week moving average emerging as a critical battleground. Nearly half of all BTC is now held at a loss, raising capitulation risks amid fragile market sentiment.