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Huang steps down as Nvidia chief after 33 years. Stock falls as much as 13%, analysts slash price targets
The founder of the world's most valuable chipmaker stepped down after a scandal that led to an FBI investigation. Nvidia stock has lost a third of its value since its October record, and investors are wondering what will happen to the entire AI boom.
Nvidia is looking for a replacement for Huang, according to Bloomberg. Shares fell another 8%
Nvidia's board has hired an outside firm to identify a successor to Jensen Huang. The man who has led the company for 33 years could be out within days. Around $600 billion is vanishing from Nvidia's market value.
CoreWeave shares surged by a quarter. Yet the company pays 140 times more in interest than it earns
The AI chip landlord reported record revenue, and its shares gained more than 25% in a single day. But over nine months, it paid banks and creditors $2 billion while earning just $14 million from operations.
Huang is worth a trillion dollars to Nvidia. Without him, the stock would fall as much as 30%, analyst calculates
Nvidia lost a tenth of its value in two days, and investors are asking for the first time what would happen to the company without its founder. A well-known analyst has put a figure on it: Jensen Huang's departure would cost shareholders more than a trillion dollars.
Jensen Huang Admitted to an Affair with an Alleged Chinese Spy. Nvidia Began Investigating Its Own Founder
Two weeks after reports of a Chinese agent emerged, Nvidia's CEO sent employees a letter admitting to infidelity. The board launched an independent investigation, while shareholders are asking what the company would do without the man who has led it for 33 years.
The correction is in its final phase, and now is the right time to buy, say Wall Street analysts
U.S. stocks just had their worst day since April 2025, and the Nasdaq is in correction territory for the second time in a year. The market erased previous declines every time within a few months. But this time, the very narrative underpinning the entire rally is at stake.
BLACK A Nervous Week in the Semiconductor Market | Future Intelligence #34
The past week put the AI sector's nerves to the test, but above all it shifted one thing: attention is moving from the performance of chips themselves to what connects and powers them, and how quickly they become obsolete. It also became clear that bargaining power in infrastructure is shifting…
BLACK The Market Has Stopped Believing in AI Spending | Weekend Intelligence #37
A week that was unkind to tech stocks. Doubts about the pace of investment in artificial intelligence dragged semiconductor stocks lower, led by Nvidia, while Apple delivered a record quarter and its shares still ended roughly where they started. Meanwhile, energy-driven inflation came back into…
Wall Street suffered its worst day since April 2025. Chip stocks lost 11%
The day after the election, which the market celebrated with a record rally, came a hard fall. The Nasdaq slid into correction territory, Nvidia lost around 8%, and retail investors, who had spent years buying every dip, sold the most since March 2020.
AMD Beats Expectations. Revenue Grows 45%. Shares Rise 8%.
$AMD beat expectations! Shares are up 8%. Revenue is growing 45%, and data centers are becoming a major part of the business. Stellar results, so let's get into it🚀
Apple Shares Fell 3% After Earnings. The Company Reports Its Best Year Ever and $479 Billion in Revenue
New CEO John Ternus presented a record quarter and a record year. But investors focused on something else: margins are expected to fall in the most important quarter of the year, and the reason is memory chips, which are getting more expensive because of the artificial intelligence boom.
BLACK Big Tech Is Borrowing Heavily for AI | Future Intelligence #33
Oracle confirmed its target of more than $225 billion in revenue in fiscal 2030 and, for the first time, paired it with a budget: no more than $20 billion in new capital, while some of its computing capacity will be built on third-party silicon. Meta is going to the market to raise money for the…
BLACK Alphabet disappoints, stock falls 12% | Weekend Intelligence #36
October closed in a different mood than it began. The technologies that had been driving markets higher all year got an unpleasant reminder after Alphabet and Intel reported earnings: even decent revenue can fall short when expectations are running ahead. The Fed left rates unchanged, but for the…
BLACK Google Sells OpenAI Models | Future Intelligence #32
Google Cloud has started selling models from its direct competitor - GPT-6 Astra, Sol and Luna are heading to Model Garden, separating enterprise AI distribution from model ownership. In Berlin, Nvidia unveiled DSX POD: 504 Rubin GPUs in a single container, deployment in fourteen days, with…
BLACK Meta Spooked Wall Street | Weekend Intelligence #35
The past week was a reminder that enthusiasm for artificial intelligence comes at a price. Investors first returned to tech stocks, only for Meta's increased investment ambitions to send them back to caution. Tesla showed it can surprise even without revenue growth. And Europe had its own worry:…
JPMorgan: Bitcoin will outperform stocks and gold over the next decade, but there's a catch
America's largest bank has included bitcoin in its outlook for the next decade for the first time, giving it the highest expected return of any asset. But it still won't let it into client portfolios. The reason is 55 percent.
Microsoft Just Showed Who Will Bear the Losses in the AI Boom
The worst week of the AI boom wiped out a trillion dollars, and investors fled to the company spending the most on AI. One terminated contract in England reveals why that makes sense - and where the catch is.
BLACK Microsoft Is Preparing a Million In-House AI Chips | Future Intelligence #31
Microsoft wants to deploy more than a million of its own Maia 300 accelerators in 2027 - the first time the volume has been large enough to shift the balance between in-house silicon and purchased GPUs. ASML raised the lower end of its outlook to 44 to 45 billion euros, not because demand is…
BLACK End of Hopes for Cheaper Money | Weekend Intelligence #34
The past week was a reminder of how fragile the foundations of market optimism are. U.S. inflation data dashed hopes for faster Fed easing, technology and chip stocks suffered a sell-off, and major banks opened earnings season in sharply uneven form. Europe maintained a calmer pace, although luxury…
Wall Street now takes a SpaceX-Tesla merger as a given. It would create a giant valued at 3 trillion dollars
The merger of Musk's two largest companies is now viewed by Wall Street as the base case scenario. The timing of Tesla's shareholder meeting could be decisive. What would the merger mean for people who currently hold Tesla shares and would hold SpaceX shares tomorrow?