Business ❯ Technology ❯ Artificial Intelligence

Market Dynamics

Nvidia Corporate Competition Investor Expectations NVIDIA Pricing Strategies Apple Competitive Analysis Valuation Company Performance Investment Strategies

ASML Nears $1 Trillion Valuation on AI Chip Demand

Surging AI orders driving upgraded guidance make a planned 30% capacity increase the key test for whether ASML reaches a $1 trillion market value.

U.S. Clears Nvidia H200 Sales to Chinese Tech Giants but Beijing Has Blocked Shipments

Zhipu Reports 132% Revenue Growth and Wider Losses in First Post-IPO Results

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

AMD–OpenAI Supply Pact Recasts AI Compute as Nvidia Backs xAI and Flags China Competition

Pichai Says Google Retention Healthy as Rivals Poach AI Talent

Generative AI Drives Over 10,000 Entry-Level Cuts and 15% Drop in Junior Job Postings

Xi Jinping Orders Discipline in EV and AI Expansion to Tackle Overcapacity and Deflation

Meta Formalizes Superintelligence Labs with Star AI Recruits; OpenAI Mandates Weeklong Hiatus

Nvidia Faces $8 Billion China Revenue Loss as Export Ban Fuels Local Chip Alternatives

Nvidia CEO Defends AI Strategy After DeepSeek's Disruptive Breakthrough