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Companies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says
EconomyCompanies are spending so much on AI that they’re cutting share buybacks, Goldman Sachs says
By Jim EdwardsSeptember 9, 2025
Jensen Huang signs with a marker.
SuccessNvidia CEO Jensen Huang sent research reports on Sundays to SoundHound’s CEO for feedback—an unusual ritual that helped grow the $5 billion AI firm
By Preston Fore and Orianna Rosa RoyleSeptember 5, 2025
Jensen Huang CEO of Nvidia
EconomyWhen AI’s ‘inevitable slowdown’ comes it could tank S&P 500’s valuation multiple by up to 20%, Goldman Sachs says
By Jim EdwardsSeptember 5, 2025
Photo: Young woman spending day outside in residential area in city.
EconomyThere is a ‘bubble risk’ in the S&P 500, Deutsche Bank says: ‘We appear to be in uncharted territory’
By Jim EdwardsSeptember 3, 2025
Tech stocks slump as investors sour on AI growth
NewslettersTech stocks slump as investors sour on AI growth
By Andrew NuscaSeptember 2, 2025
Jensen Huang standing on a stage with a red background
EconomyTech stocks head south as investors see that growth in AI may not be limitless
By Jim EdwardsSeptember 1, 2025
Nvidia is facing its biggest challenge yet: The law of large numbers
FinanceNvidia is facing its biggest challenge yet: The law of large numbers
By Shawn TullyAugust 30, 2025
Jensen Huang
SuccessNvidia CEO Jensen Huang says AI will ‘probably’ bring 4-day work weeks: ‘Every industrial revolution leads to some change in social behavior’
By Nick LichtenbergAugust 29, 2025
Two mystery customers alone were responsible for nearly 40% of Nvidia’s quarterly revenue
AITwo mystery customers alone were responsible for nearly 40% of Nvidia’s quarterly revenue
By Marco Quiroz-GutierrezAugust 29, 2025
Mark Zuckerberg could use a favor from Donald Trump
NewslettersMark Zuckerberg could use a favor from Donald Trump
By Andrew NuscaAugust 29, 2025
Jensen Huang, co-founder and chief executive officer of Nvidia Corp, receives a media group interview before attending the welcome dinner of the third China International Supply Chain Expo (CISCE) on July 15, 2025 in Beijing, China.
Big TechNvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country
By Nino PaoliAugust 28, 2025
U.S. President Donald Trump holding up an aerial image of Meta's new mega-AI data center.
NewslettersNvidia is positioning itself to cash in on the data center boom—even if mega-AI campuses don’t get built
By Sharon GoldmanAugust 28, 2025
Nvidia CEO Jensen Huang in Washington, D.C., on July 23, 2025. (Photo: Andrew Caballero-Reynolds/AFP/Getty Images)
AINvidia’s growth is strong, but investors aren’t celebrating
By Beatrice NolanAugust 28, 2025
Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity
TechNvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity
By Nicholas GordonAugust 28, 2025
Brett Leatherman, Deputy Assistant Director for Cyber Operations at the Federal Bureau of Investigation, giving an address in August 2025. (Courtesy FBI)
Newsletters‘Salt Typhoon’ Chinese hacking campaign spreads to hundreds of firms around the globe
By Andrew NuscaAugust 28, 2025
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