Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
Jensen Huang is building a new moat with open-source AI — not out of generosity, but necessity, our tech columnist writes.
Meta backtracks on decision to end Horizon Worlds VR after fans speak up
A day after announcing the Horizon Worlds would only be available on a mobile app starting in June, Meta said it changed its mind.
How to play the AI-driven ‘blue-collar renaissance’
Oppenheimer sees artificial intelligence driving a “blue-collar renaissance” as automation threatens to replace office jobs and boost physical trades.
Micron’s post-earnings dip won’t last, and the stock could bounce to new highs, charts show
Micron shares have been on a tear, but the stock slipped after the company posted earnings. The charts suggest this dip could present an opportunity.
Copper joins gold in broad commodities sell-off. There’s a worrying reason behind it
After major rallies, metals were under pressure on Thursday as rising oil prices increased both inflation and growth worries.
JPMorgan cuts official S&P 500 forecast, noting rising recession risk from oil shock
Dubravko Lakos-Bujas, the firm’s head of global markets strategy, now expects the S&P 500 will end the year at 7,200, instead of 7,500.
Government bonds face ‘perfect storm’ as Iran war rattles Europe’s central banks
Bond yields have surged as Europe’s central banks grapple with new inflation fears.
Government bonds face ‘perfect storm’ as Iran war rattles Europe’s central banks
Bond yields have surged as Europe’s central banks grapple with new inflation fears.
The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets
Supply allocations are being set by who needs the gas the most. Semiconductors are at the “top of the pecking order,” said helium consultant Phil Kornbluth.
The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets
Supply allocations are being set by who needs the gas the most. Semiconductors are at the “top of the pecking order,” said helium consultant Phil Kornbluth.
