To The Moon

Michael Burry, the real-life inspiration behind "The Big Short," stated in a new post of his paid newsletter that "there is no way to time or predict" when the artificial intelligence bubble will...

Michael Burry is calling for proof of stockpiled Nvidia GPUs after a viral analysis questioned whether Jensen Huang's claim of six million Blackwell shipments matches the company's revenue, data-center capacity and power constraints.

Nvidia has been vocal in refuting bearish critiques, and there's debate over the merits of its communications strategy. Nvidia says it's "a generation ahead of the industry.". With Nvidia shares down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it "does not resemble historical accounting frauds" like Enron.Are Nvidia's responses savvy public relations or a sign the company is growing worried?But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's st

Here's why Jim Cramer thinks Broadcom is poised to be the primary beneficiary of a potential deal between Alphabet and Meta Platforms.

Signs indicate that Alphabet Inc., the search engine giant, is making progress in challenging NVIDIA Corp.'s dominance in AI accelerator products, potentially reshaping the rankings of the world's...

Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...

A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...

SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting...

Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports

Novo Nordisk was downgraded to underweight by Morgan Stanley.Morgan Stanley analysts say a trial to test whether Novo Nordisk's blockbuster weight-loss drug also will work against Alzheimer's is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.Morgan Stanley cut Novo Nordisk's rating to underweight from equal weight and cut the price target on its U.S.-listed stock to $47 from $59.According to FactSet, only Intron Health has a lower price target, of $46.72.In premarket trade, Novo shares slipped 3% to $53.80.Analysts led by Thibault Boutherin say a trial of semaglutide, the key ingredient in Ozempic and Wegovy, has a 75% chance of not reaching statistical significance in reducing dementia, when results are announced in the coming weeks.They see other problems, too. Weekly prescription data for Ozempic have been declining over the last few month, while weekly prescriptions for Eli Lilly's Mounjaro are growing at a li