NVDA

The streaming giant didn't produce it and only had it exclusively for six hours. So, what did it get?

Caterpillar Inc. recently announced a collaboration with FieldAI to deploy physical AI, autonomy, robotics and NVIDIA-powered digital twins across complex jobsites and factories to improve safety, visibility and operational efficiency. This move highlights how traditional heavy equipment and engine suppliers are increasingly embedding AI-driven automation into their equipment and services to resha

Dan Loeb’s Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm’s August 14 Form 13F. The prior positions, approximately 190,000 Nvidia shares and 50,000 Broadcom shares, were eliminated by June 30. That makes for a striking AI-chip headline, but NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) were small […]

Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares. That looks like a rotation from compute toward electricity, but a Form 13F cannot establish the intent behind […]

SpaceX could retain all AI revenue generated through Cursor and Grok or capture around 50% when selling computing capacity to outside customers.

The battery specialist is helping the grid make better use of solar power.

Stock buybacks among P&C insurers could be coming just in time to help support earnings.

It posted another strong earnings report last month.