Today: 17 July 2026
Browse Category

Artificial Intelligence 3 February 2026

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia’s Huang says “no drama” with OpenAI as ChatGPT maker weighs other AI chips

Nvidia Chief Executive Jensen Huang said the chipmaker will invest in OpenAI’s next fundraising round and would consider backing an eventual IPO, rejecting suggestions the talks have soured. “There’s no drama involved. Everything’s on track,” Huang told CNBC. https://www.cnbc.com/2026/02/03/nvidias-jensen-huang-denies-openai-deal-rumors-theres-no-drama.html https://www.reuters.com/technology/nvidia-will-consider-investing-openai-ipo-ceo-huang-tells-cnbc-2026-02-03/
3 February 2026
·
AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

AI disruption fear drags Nasdaq lower as Alphabet, Amazon earnings loom

U.S. stocks fell on Tuesday as investors worried that artificial intelligence would create new rivals for software makers and squeeze margins. The S&P 500 fell 1.46% and the Nasdaq dropped 2.17%, with Nvidia, Microsoft, Alphabet and Amazon sliding ahead of earnings from Alphabet on Wednesday and Amazon on Thursday. Art Hogan at B. Riley Wealth said some software names “may well be disrupted by AI,” while John Campbell of Allspring Global Investments said the market had “expectations … really high.”
3 February 2026
··········
Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units.
3 February 2026
····
Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Stocks Slide as AI Disruption Jitters Hit Tech — Earnings Wave Looms

Wall Street dipped Tuesday, dragged down by software stocks rattled over worries that emerging AI tools could tighten margins and shift the competitive landscape. Investors also grappled with a flood of earnings reports from major U.S. firms. https://www.reuters.com/business/sp-nasdaq-futures-edge-up-earnings-deluge-takes-center-stage-2026-02-03/
3 February 2026
········
SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk projected fiscal third-quarter revenue between $4.4 billion and $4.8 billion, with non-GAAP earnings expected at $12 to $14 per share, it said Tuesday. The company also anticipates a gross margin ranging from 65% to 67%. Shares jumped over 9% in after-hours trading. For the second quarter, SanDisk posted revenue of $3.025 billion, non-GAAP EPS of $6.20, and a gross margin of 51.1%. It generated $843 million in adjusted free cash flow and paid down $750 million in debt. Additionally, SanDisk agreed to spend $1.165 billion on manufacturing services from 2026 through 2029, extending its Yokkaichi joint venture with Kioxia to December 31, 2034.
3 February 2026
····
1 … 89 90 91 92 93 … 226
Go toTop