Nvidia (NVDA) sent a memo to Wall Street analysts over the weekend arguing that it is not engaged in vendor financing, a controversial practice in which suppliers invest in or extend loans to their ...
The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
AI firms signed major deals with chipmakers, but the agreements raised concerns that industry funding is increasingly circular — and possibly concealing a bubble. Elon Musk’s xAI raised $20 billion, a ...
Two weeks ago, Nvidia Corp. agreed to invest as much as $100 billion in OpenAI to help the leading AI startup fund a data-center buildout so massive it could power a major city. OpenAI in turn ...
We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.
“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...
As global trade tensions mount and countries recalibrate their economic priorities, tariffs may have the ability to play an unexpected role in the sustainability conversation. Tariffs on imports, ...
Dorel Home Furnishings announced on Thursday that it is recalling over 300,000 of its Cosco Kitchen Stepper stools and will offer customers a free repair kit to improve their design. The company says ...
Blink and you may have missed it. But in a newly published case study, big consultancy firm McKinsey takes a deep look at Apple’s efforts to build a circular manufacturing ecosystem. It also shows the ...
It's hard to disagree with the goal of a circular economy. Since resources on Earth are ultimately finite, at some point we will have to make the most of what we build and consume (unless we move to ...
As someone who has completed six marathons and maintains a regular running schedule, I approached the Merach mini stepper with healthy skepticism. The device has exploded across social media platforms ...