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17.01.26 - 15:12
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Is Micron Technology the Cheapest AI Stock? (24/7 Wall St.)
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The artificial intelligence (AI) revolution has sparked a new wave of high-performing investments, including Nvidia (NASDAQ:NVDA), which has become the face of the industry, while Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) has advanced its position in the space, leapfrogging over rivals with the release of Gemini 3 in November. Other companies, like Advanced Micro Devices (NASDAQ:AMD), have also benefited ... Is Micron Technology the Cheapest AI Stock?
The post Is Micron Technology the Cheapest AI Stock? appeared first on 24/7 Wall St.....
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17.01.26 - 13:12
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′We could hit a wall′: why trillions of dollars of risk is no guarantee of AI reward (The Guardian)
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Progress of artificial general intelligence could stall, which may lead to a financial crash, says Yoshua Bengio, one of the 'godfathers' of modern AIWill the race to artificial general intelligence (AGI) lead us to a land of financial plenty – or will it end in a 2008-style bust? Trillions of dollars rest on the answer.The figures are staggering: an estimated $2.9tn (£2.2tn) being spent on datacentres, the central nervous systems of AI tools; the more than $4tn stock market capitalisation of Nvidia, the company that makes the chips powering cutting-edge AI systems; and the $100m signing-on bonuses offered by Mark Zuckerberg's Meta to top engineers at OpenAI, the company behind ChatGPT. Continue reading......
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17.01.26 - 12:06
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Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition (Digitimes)
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AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions. This development follows Nvidia's GB200 NVL series release and Google's TPU-based rack product plans disclosed by Broadcom, underscoring an industry trend toward delivering computing power through integrated system platforms rather than isolated chips....
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17.01.26 - 08:54
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China blocks Nvidia H200 AI chips that US government cleared for export – report (The Guardian)
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Parts suppliers 'put production on hold' amid mounting confusion as China restricts purchase of the chips and US puts 25% roundabout tariff on their saleSuppliers of parts for Nvidia's H200 have paused production after Chinese customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, according to a report.Reuters could not immediately verify the report, which appeared in the Financial Times citing two people with knowledge of the matter. Nvidia did not immediately respond to a Reuters request for comment made outside regular business hours. Continue reading......
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17.01.26 - 08:00
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Fed Rate Policy Will Determine Whether MDYV’s 26% Exposure Pays Off (24/7 Wall St.)
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When mega-cap tech stocks trade at valuations that would make even the dot-com era blush, mid-cap value starts looking like a strategic alternative. NVIDIA's 46x earnings multiple reflects investor enthusiasm for AI dominance, but also creates vulnerability if growth disappoints. SPDR S&P 400 Mid-Cap Value ETF (NYSEARCA:MDYV) offers exposure to companies trading at much lower ... Fed Rate Policy Will Determine Whether MDYV's 26% Exposure Pays Off
The post Fed Rate Policy Will Determine Whether MDYV's 26% Exposure Pays Off appeared first on 24/7 Wall St.....
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17.01.26 - 07:00
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Micron-Aktie: Ist sie der Nachfolger von Nvidia? (Sharedeals)
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Jahrelange stellte der Chipentwickler Nvidia den Speicherhersteller Micron an der Börse in den Schatten. Doch inzwischen hat sich das Blatt gewendet. In den letzten Monaten ist der Kurs der Micron-Aktie dem der Nvidia-Aktie völlig enteilt. Am Freitag schoss die Micron-Aktie um weitere +8% auf ein neues Allzeithoch. Was macht den Tech-Konzern so megaerfolgreich? Ein Trio […]
The post Micron-Aktie: Ist sie der Nachfolger von Nvidia? first appeared on sharedeals.de....
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17.01.26 - 03:06
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Fighting back: Beijing builds its own ′small yard, high fence′ to shut out US tech (SCMP)
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“Small yard, high fence” was how Jake Sullivan, national security adviser under President Joe Biden, described US tech policy towards China.
The approach, designed to fence off sensitive US technologies from China, was most commonly associated with export controls that, among others, restricted Chinese firms' access to Nvidia's advanced chips, the critical inputs for developing cutting-edge artificial intelligence systems.
Beijing is now fighting back by taking a leaf out of that playbook. For......
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