Joining me now is Dr. . Rajie Hazra, uh, president and CEO of Quantinium. And so good to speak with you today. >> Good to be here.Thank you for having me. >> All right. So, you have some news.Quantinum is launching Helios. What is Helios. >> Well, Helios is the world's most accurate quantum computer and the biggest beauty of Helios is that it's a paradigm shift.You know, for many years, quantum has been in the research labs. And while we've announced and our competitors have announced advances, um, we're br ...

Nvidia CEO Jensen Huang has warned that China will beat the United States in the artificial intelligence race, the Financial Times reported on Wednesday. ...

Michael Burry, the investor who famously predicted the 2008 financial crisis, is back in the headlines, and this time because he’s taken aim at two of the hottest names in tech: Nvidia and Palantir.Michael Burry Short Nvidia and PalantirThe founder of Scion Asset Management, Burry revealed in a recent SEC filing that his hedge fund has placed a massive short bet worth $1.1 billion against both companies, as per a report. The move comes amid a brutal global tech selloff that has shaken investor confidence a ...

Core Viewpoint - Nvidia's stock price plummeted, leading to a market value loss of over 1.4 trillion yuan, raising concerns about the sustainability of the AI boom as CEO Jensen Huang sold $1 billion worth of shares just before the drop [1][3][12] Group 1: Jensen Huang's Stock Sale - Jensen Huang's stock sale was executed through a legally permitted "10b5-1 trading plan," allowing him to sell shares at predetermined times and prices, which is a common practice among executives [3] - The timing of Huang's sale, coinciding with Nvidia's peak stock price, raises questions about whether he perceives the stock as overvalued [3][12] - Historical parallels are drawn to past instances where executives sold shares before market downturns, suggesting a potential warning sign for Nvidia [3][5] Group 2: Financial Performance and Market Reaction - Nvidia's latest quarterly earnings report showed a 126% year-over-year revenue increase and a threefold net profit increase, but the data center revenue fell short of Wall Street's expectations by $200 million [5][6] - The $200 million shortfall, while only 0.4% of the total data center revenue, led to a staggering market value loss of $180 billion, indicating that market expectations for Nvidia were excessively high [5][6] - Nvidia's current price-to-earnings (P/E) ratio exceeds 70, significantly higher than competitors like Apple and Microsoft, suggesting that any slowdown in growth could lead to a sharp decline in stock price [6] Group 3: Competitive Landscape and Market Dynamics - Nvidia's dominance in AI hardware is being challenged as major clients like Google, Amazon, and Microsoft develop their own chips to reduce dependency on Nvidia [8][9] - Competitors such as AMD and Intel are also entering the market with competitive products, further threatening Nvidia's market share [8][9] - The increasing energy demands of AI model training may lead to a slowdown in GPU purchases, questioning the sustainability of Nvidia's growth as an "AI printing machine" [9] Group 4: Industry Outlook and Future Considerations - The recent stock decline is viewed as a "valuation correction" rather than an industry collapse, with AI technology still poised to transform various sectors [11][12] - The AI sector may experience a shakeout where companies lacking technological strength may fail, while those with solid foundations could thrive post-correction [11][12] - Huang's stock sale reflects a cautious approach to market dynamics, emphasizing the importance of not overestimating the company's position and preparing for potential challenges [11][12]

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Core Viewpoint - Nvidia's stock is attempting a recovery after a 4% decline, driven by concerns regarding artificial intelligence valuations and renewed uncertainty in the market [1] Group 1 - Nvidia's stock showed signs of a modest comeback early Wednesday [1] - The company experienced a 4% decline on Tuesday [1] - Concerns over artificial intelligence valuations are mounting [1]

据新华社消息，美国知名"空头"迈克尔·伯里说，他已押注逾10亿美元做空英伟达公司等科技企业。11 月3日发布的监管文件显示，伯里已斥资约11亿美元，买入对英伟达和软件企业帕兰蒂尔公司的看跌期 权。这种期权能从股价下跌中获利。 （文章来源：21世纪经济报道） ...

AI’s Big Leap for Telecom Stocks - (NASDAQ: IQST) (NYSE: NOK) (NYSE: VZ) (NYSE: SKM) November 5th 2025 – Investorideas.com, a global news source and expert investing resource covering Telecom and AI stocks issues a snapshot looking at leaders in the telecom sector as it transitions with the power of AI, featuring IQSTEL Inc. (NASDAQ: IQST), a Global Connectivity, AI and Digital Corporation providing advanced solutions across Telecom, High-Tech Telecom Services, Fintech, AI-Powered Telecom Platforms, an ...

As Nvidia (NASDAQ: NVDA) stock faces short-term bearish price movement, an artificial intelligence  (AI) model is projecting the equity is likely to trade above $200 by the end of November. Notably, at press time, NVDA was trading at $198, having corrected more than 4% over the past week amid the broader market downturn. However, year to date, the American technology giant remains up nearly 50%.NVDA one-week stock price chart. Source: FinboldNVDA stock price predictionFor the November outlook, Finbold consu ...

Core Insights - The AI investment boom is driving global stock markets to historic highs, but it increasingly relies on complex debt financing, raising concerns about financial sustainability and potential market bubbles [1] Group 1: AI Debt Financing Trends - AI-focused large tech companies issued $75 billion in U.S. investment-grade bonds in September and October, more than double the average annual issuance of $32 billion from 2015 to 2024 [2] - Debt financing is becoming crucial in the current AI boom, with a notable increase in the issuance of high-yield bonds related to AI, indicating a rise in credit risk [12] - Private credit is playing an increasingly significant role in financing AI data centers, with estimates suggesting a near doubling of AI-related private credit loans by early 2025 [15] Group 2: Market Dynamics and Risks - Oracle's stock surged by 54% in 2025, but the increase in credit default swaps indicates rising investor concerns about its debt levels [8] - The net debt-to-equity ratio of major tech companies is narrowing, suggesting a shift from cash-rich to leveraged positions, which could signal potential financial strain [6] - Asset-backed securities (ABS) are expected to support the growth of the AI industry, with the market for such securities projected to reach $115 billion by the end of next year, driven by data center construction [18]