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Business
from24/7 Wall St.
2 days ago

Cramer: Dell crashed from $168 to $110 despite strong fundamentals

Dell Technologies' stock decline was irrational, driven by macro sentiment, while its fundamentals remained strong.
#nvidia
fromFortune
5 months ago
Artificial intelligence

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune

fromFortune
5 months ago
Artificial intelligence

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune

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Artificial intelligence
from24/7 Wall St.
5 months ago

Battle of the $100 Billion Deals: AMD & NVIDIA Both Pin Strategy Hopes on OpenAI

NVIDIA and AMD secured major OpenAI chip deals, with NVIDIA gaining partnership scale and AMD accepting dilutive warrants to secure anchor-tenant system-building status.
#openai
more#openai
Artificial intelligence
fromBusiness Insider
5 months ago

In Big Tech's knotty game of AI Twister, what happens when a giant slips?

Big tech rivals form complex, finance-backed dependencies through massive AI compute and partnership deals, creating risky interdependence despite fierce competition.
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