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.
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.
Newly released government taskforce materials outline Japan's upcoming regulatory push for recycled content in packaging, with binding rules set for 2026 that will reshape design and sourcing for manufacturers.
Norway's Equinor has agreed to sell its stakes in two key Argentine shale assets to Vista Energy, marking a strategic shift as it refocuses its international portfolio on core offshore and international markets.
Eldorado Gold is set to acquire Foran Mining in an all-share deal valued at approximately CAD $3.8 billion, aiming to create a diversified gold and copper producer with two major projects slated for production in 2026.
Tutor Perini's shares have skyrocketed over 700% in three years, leaving investors to question if the current price around $80 reflects fair value or overheated speculation. A deep dive into valuation metrics reveals a complex picture.
After a historic rally, gold and silver prices experienced a sharp correction, leaving investors questioning the drivers behind the volatility. Analysts point to shifting political winds, systemic economic anxieties, and technical market dynamics.
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.
Recent analyst revisions for Energy Transfer LP (ET) reveal a market consensus in flux, yet anchored. With price targets holding remarkably stable, the debate centers not on drastic re-ratings but on the nuanced tug-of-war between the partnership's operational resilience and looming sector headwinds.
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.
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.
Top executives from OpenAI, Nvidia, and Oracle have publicly dismissed reports of internal friction surrounding Nvidia's landmark planned investment in the AI research lab, seeking to project a united front amid intense market scrutiny.
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.
A partial government shutdown persists as House Republicans, holding a razor-thin majority, scramble to pass a critical spending package. The bill, funding the Pentagon and key agencies, faces fierce Democratic opposition over Immigration and Customs Enforcement (ICE) reforms, with a hard deadline of Friday the 13th looming to avert a Homeland Security funding lapse.
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.
Following the late-January market turmoil, scrutiny has intensified on the Binance ecosystem. Our analysis identifies three tokens—CAKE, ASTER, and BNB—where on-chain data and price action suggest accumulating confidence, despite ongoing sector-wide concerns.