Ark Invest increased stake in Baidu while reducing Tesla holdings. Baidu positioning itself as China's Nvidia in AI tech, ...

The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom ...

TL;DR: Intel has hired TSMC's former Senior VP Wei-Jen Lo to lead advanced packaging efforts at its Arizona fab, targeting major US tech clients like NVIDIA, Tesla, Microsoft, and Qualcomm. This ...

Speaking on the Prof G Markets podcast on Nov. 14, Damodaran expressed deep skepticism about the current pricing of AI darling Nvidia, which has seen its market capitalization soar past $5 trillion in ...

Aswath Damodaran said Nvidia and Tesla are the most irrationally valued major tech stocks, arguing Nvidia’s $5T valuation assumes impossible margins and revenue. He called Tesla’s story “incoherent” ...

The most anticipated quarterly earnings of the month will be announced on Wednesday, November 19, as AI chip giant Nvidia Corporation (Nasdaq: NVDA) reveals financial results for its 2026 fiscal third ...

The stock market survived the longest government shutdown in U.S. history with minimal impact. But it tumbled on Thursday, November 13, amid a sell-off of tech stocks as worries about overinflated ...

Another tech-led selloff was underway on Thursday. The three worst-performers on the S&P 500 included Walt Disney Co., Robinhood Markets Inc. and Tesla Inc., down 8.5%, 7.3% and 6.9%, respectively.

StarCloud’s Nvidia H100 chip launch, Google’s TPU plans for 2027, and Elon’s ambitious 100 GW target by 2030 via SpaceX’s Starship. Challenges include chip shortages, high launch costs (needing under ...

Tesla (TSLA) shareholders will vote on a $1 trillion pay package for Elon Musk requiring the company to reach $8.5T market cap and $400B annual EBITDA within 10 years. Google Cloud (GOOG) could grow ...

Tesla is licking its wounds after a weak Q3 earnings print. Revenues grew nearly 12%, reversing two consecutive periods of decline. But the sales rebound looks inflated, with demand pulled forward as ...