Tag: Arm

U.S.-China tensions over Taiwan threaten to derail Nvidia and other tech giants

The concentration of advanced semiconductor manufacturing in Taiwan has raised fears in the United States about the vulnerability of this supply chain should...

How much are Nvidia’s rivals investing in startups? We investigated

Over the past couple of years, Nvidia, by far the largest AI chipmaker, has ramped up its investments in startups that propel it...

Nvidia’s earnings report could kill the momentum driving U.S. stocks higher, regardless of how it turns out.

Wall Street is growing increasingly uneasy about an options-driven momentum trade that has helped push the S&P 500 index into record territory. As...

Bullish bets on Nvidia, other ‘Magnificent Seven’ members near their most crowded levels in the past year

Bets on risky bullish options tied to members of the “Magnificent Seven” and other market-leading technology stocks are nearing their most crowded levels...