Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
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Meta's AI Infrastructure Leap: Nvidia Supplies Millions of GPUs, CPUs, and Networking for 2026-2028 Push
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
TSMC's January Revenue Surges 37% on Booming AI Chip Demand
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
AMD's Q1 Forecast Falls Short of High Investor Expectations
AMD's Q1 2026 revenue forecast of $9.8B disappoints investors hoping for stronger AI chip sales growth, despite beating average analyst estimates.
Cyngn Partners with NVIDIA to Fast-Track Self-Driving Forklifts
Cyngn uses NVIDIA Isaac Sim to test autonomous forklifts in virtual warehouses, speeding up development and reducing costs for industrial automation.
Nvidia Confirms Investment in OpenAI Despite Scrapping $100 Billion Deal
Nvidia CEO Jensen Huang says the chip giant will invest in OpenAI's funding round, calling it their largest investment ever, though far less than the initially proposed $100 billion infrastructure deal.