Goldman Sachs resets Nvidia stock forecast ahead of earnings

Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference…

Supermicro CEO: ‘No one’ beyond indicted employees were part of alleged $2.5 billion chip smuggling

Super Micro Computer CEO Charles Liang spoke out during the company’s fiscal third quarter earnings call…

Supermicro—accused of smuggling $2.5 billion in Nvidia chips to China—has been here before, in Iran

Supermicro has spent the past three years riding the AI wave in Silicon Valley but before…

Meta just bumped its 2026 capex forecast up to as much as $145 billion—and investors flinched

Meta Platforms is splashing some serious cash on AI infrastructure, and investors have flinched.  The company…

Meta is paying top executives to hit a $9.5 trillion valuation—and no one’s ever done it before

Meta Platforms is set to report first quarter of 2026 earnings on Wednesday, and investors will…

Nvidia executive: The cost of AI tools is ‘far beyond’ the cost of human workers

The recent tech layoffs would initially appear to indicate the great labor shift from human workers…