News
Google drops new Nano Banana
5+ min ago (1731+ words) GoogleGOOGL $307.31 (-1.79%) is hoping to recapture the viral boost it received when it released its Nano Banana image generation model. Nano Banana 2 arrives today, which Google has rolled into its Gemini app. The new model promises more accurate text rendering and…...
The threat of AI disruption has dawned on the bond market
13+ min ago (1038+ words) 22V Research economist Peter Williams noted that medium-term rate expectations have disconnected from recent encouraging labor market data. The stock market was ready to countenance and price in the notion of full-blown AI dystopia " if only for a day. That was…...
Ethereum struggles to hold market gains
21+ min ago (509+ words) After rallying from $1,830 to above $2,100 on Wednesday, ethereum struggled to hold on to its gains and dipped under $2,000, a round psychological price level, on Thursday." The seesaw price action helped liquidate $146 million worth of leveraged long and short positions on…...
Michael Burry flags “troubling” jump in Nvidia’s supply commitments
1+ hour, 23+ min ago (949+ words) The Big Short" investor Michael Burry " famous for betting against the 2008 housing bubble " just warned of a major risk in Nvidia's latest annual report, pointing to a sixfold surge in purchase obligations over the past year. In a Substack post…...
OpenAI may need to IPO or achieve AGI to get all of Amazon’s $50 billion investment
1+ hour, 50+ min ago (398+ words) A month ago, word got out that Amazon was planning to invest up to $50 billion in OpenAI as part of a larger $100 billion funding round. Now, it seems that money might be dependent on OpenAI pulling off one of two…...
D-Wave Quantum pares gains after underwhelming Q4 results
5+ hour, 51+ min ago (838+ words) D-Wave Quantum is paring gains in premarket trading after posting lackluster quarterly results. Revenue: $2.75 million (estimate: $3.75 million) Adjusted earnings per share: -$0.09 (estimate: -$0.06) The stock had caught a bid in postmarket trading on Wednesday after competitor IonQ posted a massive Q4 revenue…...
Why Nvidia’s terrific quarter is getting a tepid reaction
8+ hour, 38+ min ago (1331+ words) Nvidia's CEO gave a deeply unsatisfying answer about his biggest customers' ability to generate cash. But they might be investing more in AI GPUs in 2027 anyway. That's Wall Street's read on another Nvidia earnings report that beat expectations and offered…...
Sandisk rises on partnership with SK Hynix to standardize memory chip architecture tailored for AI data centers
10+ hour, 27+ min ago (1695+ words) SandiskSNDK $651.00 (-0.95%) is up 3% in premarket trading on Thursday after it began its global standardization strategy of High Bandwidth Flash (HBF) memory solutions with SK Hynix. SK Hynix commented in a press release on Thursday that, "by making HBF an industry…...
Nvidia's Jensen Huang thinks markets “got it wrong” on software stocks sell-off
12+ hour, 35+ min ago (794+ words) Nvidia CEO Jensen Huang said markets have misjudged AI's impact on software firms in a CNBC interview on Wednesday, hours after the chipmaker reported better-than-expected Q4 results and strong sales outlook for the current quarter. So far this year, a slew…...
Nvidia’s strong results, guidance lift AI ecosystem
20+ hour, 3+ min ago (647+ words) Data center stocks Applied Digital, IREN, CoreWeave, and Nebius as well as foundry giant TSMC and optical communications company Corning are catching a bid in after-hours trading thanks to strong results and guidance from Nvidia. The chip designer's massive outlook…...