AMD CEO Lisa Su’s Beijing Visit Signals Potential Shift in US-China Chip Policy Advanced Micro Devices (AMD) CEO Lisa Su recently concluded a visit to Beijing, meeting with Lenovo Group executives amid growing speculation that the United States may be poised to ease restrictions on chip exports to China. This development arrives as the Biden … Read more
Is Nvidia Fueling an AI Bubble? Michael Burry’s Warning Signals a Potential Market Correction The artificial intelligence boom has minted trillion-dollar companies, with Nvidia at the forefront. But a growing chorus of skepticism, led by ‘Big Short’ investor Michael Burry, suggests the rally may be built on shaky foundations. Burry’s recent disclosures – short positions … Read more
<p>A staggering $78.8 billion. That’s the amount Warren Buffett’s Berkshire Hathaway held in Apple stock as of March 31st, 2024. But the narrative is shifting. Recent reports indicate a strategic pivot, a re-engagement with Google, and a bold bet on the burgeoning artificial intelligence landscape. This isn’t simply a legendary investor tweaking his holdings; it’s … Read more
Just 18 months ago, the narrative surrounding artificial intelligence was almost entirely focused on the scarcity of Nvidia’s GPUs. Today, that narrative is fracturing. Reports of Google aggressively pursuing its own AI chip development, coupled with Meta’s potential adoption of Alphabet’s TPU chips, have sent ripples through the market, triggering a significant drop in Nvidia’s … Read more
AMD CEO Lisa Su Dismisses AI Bubble Fears, Cites Underinvestment as Greater Risk Advanced Micro Devices (AMD) CEO Lisa Su has publicly downplayed concerns about a potential artificial intelligence (AI) bubble, asserting that a lack of sufficient investment in the sector poses a more significant threat to long-term growth. This stance comes as AMD aggressively … Read more
Global Markets Shaken as Tech Sell-Off Intensifies; Recession Fears Mount Wall Street experienced a turbulent session Friday, with major indices sliding as investors grappled with mounting concerns over a potential economic slowdown and a reassessment of the technology sector. The downturn extended a week of volatility, fueled by anxieties about persistent inflation, rising interest rates, … Read more
NZ Shares Dip as Global Markets React to Nvidia Uncertainty and Economic Data New Zealand’s share market experienced a downturn today, mirroring a global retreat driven by concerns surrounding Nvidia’s earnings outlook and fresh economic data from the United States. The NZX50 closed lower, reflecting investor caution as markets digest the implications of a potentially … Read more
Washington D.C. – A flurry of diplomatic activity culminated this week with a potential $50 billion deal for American microchips, as Saudi Crown Prince Mohammed bin Salman (MBS) met with President Trump. The discussion, centered on the burgeoning field of Artificial Intelligence (AI), underscores a strategic pivot in U.S. foreign policy – one attempting to … Read more
A staggering $3.2 trillion has been wiped from global equity markets in the last week alone. This isn’t a correction; it’s a warning. For years, investors have been conditioned to see dips as buying opportunities, fueled by central bank liquidity and a relentless bull market. But the calculus has changed. The era of easy money … Read more
AMD’s FSR Redstone: A Glimpse into the Future of Accessible Fidelity The graphics landscape is on the cusp of a significant shift. While NVIDIA dominates the conversation around high-end ray tracing, AMD is quietly building a compelling case for accessible fidelity with its FidelityFX Super Resolution (FSR) technology. The upcoming FSR Redstone, previewing on December … Read more