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2026-05-09
www.tikr.com
2026-05-09
TIKR.com
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2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article6Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterWe took Nvidia's RTX Mega Geometry technology through a series of tests in Alan Wake 2 and the RTX Bonsai Diorama Demo to see how this tech reduces VRAM consumption and eliminates visual artifacts, thus helping pave the w
2026-05-09
simplywall.st
2026-05-09
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2026-05-09
hothardware.com
2026-05-09
HotHardware
NVIDIA Confirms GeForce NOW Data Breach Affecting Regional Alliance Partner
by Paul Lilly — Saturday, May 09, 2026, 08:42 AM EDT
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Hackers have managed to infiltrate a regional GeForce NOW partner and make off with sensitive user information, including full names, email addresses, and other private data, NVIDIA confirmed. Fortunately, the data breach is limited to one specific region an
2026-05-09
www.techbuzz.ai
2026-05-09
The Tech Buzz
Nvidiaisn't just selling AI chips anymore - it's become the industry's most aggressive investor. The company has pushed past $40 billion in equity investments this year, deploying billions at a time into companies across the AI infrastructure stack while simultaneously signing commercial deals with many of the same firms. It's a dual strategy that's reshaping the competitive landscape and raising
2026-05-09
simplywall.st
2026-05-09
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2026-05-09
www.cnbc.com
2026-05-09
CNBC
Nvidia
stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel
is now worth over $25 billion, a historic return in a matter of months.
In 2026, the pace of deals has kicked into overdrive, wit
2026-05-09
www.aol.com
2026-05-09
AOL.com
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
JOEL SOUTH
Sat, May 9, 2026 at 7:30 PM GMT+8
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Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue (up 73% YoY) with Q1 guidance at $78B, trading at $215 with a 24x forward P/E and 83% one-year gain, though the bear case warns hyperscaler CapEx growth of 10% clashes with Nvidia’s 40% guidance. Corning (GLW) surge
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
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2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.”
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The Bear Case: The Run Already Happened
The skeptical panelist remains a
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
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Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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Manning & Napier Advisors LLC massively increased its ASML position in Q4, ending with 94,756 shares worth about $101.6 million. The stake now makes up roughly 1.3% of its portfolio.
ASML’s stock has been strong, recently opening
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
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KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
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Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
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2026-05-09
seekingalpha.com
2026-05-09
Seeking Alpha
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Micron Has The Better Scarcity, Sandisk Has The Hotter Trade
May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock
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Micron benefits more directly from AI-driven HBM and DRAM scarcit
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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Sequoia Financial Advisors increased its ASML stake by 18.3% in the fourth quarter, holding 5,452 shares worth about $5.83 million at the end of the period.
ASML’s stock was up 5.0% and traded near its 52-week high, while the company reported stro
2026-05-09
fortune.com
2026-05-09
Fortune
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2026-05-09
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2026-05-09
Wccftech
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2026-05-09
MarketBeat
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2026-05-09
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2026-05-09
digitimes
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now