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Altimeter's Brad Gerstner on big tech and how to trade it
CNBC Television· 2026-05-04 19:16
>> ALL RIGHT, WE'RE BACK WITH ALTIMETER'S BRAD GERSTNER, OUR ANNUAL VISIT, OF COURSE, FROM MILKEN. SO WHAT REALLY JUMPS OUT TO ME, AND I WANT TO REVISIT THIS, IS MICROSOFT AND THE FACT THAT YOU DO NOT OWN THE STOCK AS WE HAVE THIS CONVERSATION IS IS THAT CORRECT. BECAUSE THAT'S HOW I READ IT.AND I WANT TO KNOW WHY. BECAUSE SOMEBODY LIKE YOU WHO OWNS AMAZON AND NVIDIA AND ALPHABET AND META CHOOSING NOT TO OWN MICROSOFT IS A STATEMENT, WHETHER YOU WANT IT TO BE PROJECTED THAT WAY OR NOT. TO SOMEBODY LIKE ME, ...
Nvidia Backs DeepInfra in $107 Million Raise
Bloomberg Technology· 2026-05-04 18:08
Cloud inference platform DeepInfra closes a $107 million in Series B funding round, backed by the likes of Nvidia and Samsung, as it aims to tackle bottlenecks in AI compute. DeepInfra CEO Nikola Borisov speaks with Caroline Hyde on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?lis ...
X @Mayne
Mayne· 2026-05-04 16:02
RT The Order Book (@OrderBookShow)Tradermayne outlines the short setup targeting equal lows on $NVDA."If Nvidia breaks below this, like this is a textbook short for me and my system. Weekly SFP break below there, like this is a short into these equal lows here."Feat. @Tradermayne https://t.co/Wm1L6aaBT2 ...
X @Binance
Binance· 2026-05-04 08:12
TSLA. NVDA. AAPL. AMZN. Futures 19 top stocks.Now trade them leveraged, 24/7, with no expiry, without owning a single share.Stock Perps are live on @BinanceFutures. Continuous exposure. 24/7 access.👉 https://t.co/6DxRkR34Ip https://t.co/BBSvmCRgUA ...
X @CoinDesk
CoinDesk· 2026-05-03 22:59AI Processing
INSIGHT: @nvidia CEO Jensen Huang says the company's market share of AI accelerators in China has dropped to 0%, calling U.S. export controls "strategically counterproductive". https://t.co/SHSULWyY3V ...
Aleria + DDN: Powering Sovereign AI Factories for Enterprise-Grade AI
DDN· 2026-05-01 21:54
Thank you so much Eric for joining us this morning. Um I want to talk to you about contribution beyond the infrastructure value and how is it that this specific partnership between andia and is building a fully functional AI factory. Thank you.Jensen show yesterday the day six factory the day six design architecture design to show the new type of sovereign infrastructure. This type of sovereign infrastructure needs to run at a pace that GB 400 and more Vera Rubin can just deliver to the market. To do that, ...
X @BSCN
BSCN· 2026-05-01 11:25
THE PENTAGON SECURES BIG AI WINThe US Department of Defense officially strikes agreements with @Nvidia, @Microsoft, Reflection AI, and @AWS for the expansive use of advanced AI tools on classified military networks.These newly signed contracts authorize "lawful operational use" of autonomous systems across the Pentagon’s most secure digital infrastructures to enhance real-time combat intelligence.This massive deployment comes as the tech industry faces historic RAM shortages and intensifying "OpenClaw Mania ...
X @Cointelegraph
Cointelegraph· 2026-05-01 04:00
🚨 TODAY: Nvidia CEO Jensen Huang says AI has created more than half a million of jobs in the last couple of years.“Companies that use AI grow faster. When they grow faster, they hire more people.” https://t.co/UkVa0slyuj ...