When it comes to artificial intelligence (AI), chipmaker Nvidia (NVDA 4.16%) is the reigning champ. The company's focus has evolved in recent years, pivoting from rendering lifelike images in video games to providing the computational horsepower needed to advance AI.The next generation of the AI revolution is upon us, as agentic AI and robotics promise to consume even more resources as models and systems become increasingly complex and power-hungry. Thus far, Nvidia's graphics processing units (GPUs) have b ...

Investing in artificial intelligence (AI) is still one of the best ways to invest in high-growth companies. Additionally, AI spending isn't even close to being maxed out yet, which leaves the door open for even more growth. The company that's benefiting from this more than any other is Nvidia (NASDAQ: NVDA). Nvidia's GPUs are the most in-demand computing chips in the world, which is powering Nvidia's unbelievable growth. Will AI create the world's first trillionaire? Our team just released a report on th ...

Years ago, E.F. Hutton ran a commercial that proclaimed, "When E.F. Hutton speaks, people listen." We could perhaps replace E.F. Hutton with Jensen Huang in that statement today. When the Nvidia (NVDA +1.70%) CEO speaks, people listen. And Huang spoke at length at his company's 2026 GTC AI conference last week. Unsurprisingly, Huang's remarks gave Nvidia shareholders reasons for optimism about the future. However, he also delivered fantastic news for a beaten-down AI stock -- ServiceNow (NOW +0.52%).The mas ...

Super Micro Computer, Inc’s co-founder, Yih-Shyan “Wally” Liaw, has resigned from the server maker’s board after a federal indictment accused him of smuggling equipment loaded with Nvidia’s AI chips into China — a scheme that allegedly generated $2.5 billion in sales since 2024 in violation of U.S. export controls. What The Indictment Alleges A U.S. court unsealed the indictment Thursday, naming Liaw — Super Micro’s senior vice president of business development, alongside general manager Ruei-Tsan “Steve ...

While this was not the company's first tryst with falling foul of export restrictions, recent years have been particularly debilitating in terms of adverse issues. Delisting from Nasdaq in 2018 and being accused of accounting manipulations by the SEC in 2020 were some of its earlier problems; 2024 was the nadir. A scathing report from short-seller Hindenburg Research in August was followed by a Justice Department investigation in September, culminating in its auditor, Ernst & Young, resigning, citing transp ...

5 stocks dominating retail buzz as Nvidia, Micron lead AI rally 5 stocks dominating retail buzz as Nvidia, Micron lead AI rally The conversation blended meme-driven narratives with hard catalysts such as earnings, legal developments, and product roadmaps, even as the S&P 500, Dow Jones, and Nasdaq ended the week lower. Super Micro faces legal overhang as retail debate intensifies Retail discussions focused on Super Micro Computer's reporting concerns and a new legal case. US authorities charged three indivi ...

Billionaire Vinod Khosla, the first venture capital investor in ChatGPT creator OpenAI, recently predicted that today's five-year-olds won't need to get jobs when they grow up. They might not have a choice. Khosla believes that AI will be able to perform 80% of all jobs. Not everyone thinks that an AI-driven jobs apocalypse is on the way. For example, the World Economic Forum estimates that AI will displace 92 million jobs but create 170 million new jobs. Morgan Stanley (MS +1.84%) predicts that AI could af ...

Core Insights - Super Micro Computer's stock has dropped 27% following federal charges against its co-founders for a $2.5 billion smuggling scheme involving banned AI GPUs and servers to China [1][2] - The indictment alleges violations of export controls, with high-performance hardware routed through Southeast Asian shell companies [2] - The scandal raises concerns about SMCI's governance and long-term viability, especially in light of past accounting violations [6] Alleged Smuggling Operation - The smuggling operation reportedly ran from 2024 to 2025, involving significant orders for SMCI servers that contained restricted chips [5] - At least $510 million worth of servers were sent to China as part of the broader $2.5 billion scheme [6] - SMCI has placed the individuals involved on leave and severed ties with the contractor, although the company itself has not been charged [6] Competitive Landscape - The smuggling allegations may benefit Dell Technologies, positioning it as a key competitor in the AI server market [3][7] - Dell has rapidly gained market share, leveraging its global supply chain and enterprise relationships to compete against SMCI and other players [7] - The shift in business dynamics could lead to significant opportunities for Dell as it captures share from various AI projects and hyperscalers [7]

Xpeng Inc posted its first quarterly profit, but its shares fell as investors focused on a weaker near-term outlook despite the company’s improved year-over-year financial performance.Super Micro Computer Inc faces legal scrutiny after a co-founder was arrested and charged in connection with an alleged $2.5 billion scheme to smuggle high-performance servers containing Nvidia GPUs to China.Planet Labs PBC reported strong fourth-quarter results and raised its fiscal 2027 guidance, driving shares higher and pr ...

Group 1: Market Overview - Stock index futures are showing positive movement with S&P 500 futures up 0.90%, Nasdaq 100 futures gaining 1.02%, and Dow Jones Industrial Average futures advancing 0.97% [3] - Bitcoin has increased by 1% to $70,000, while gold is up 0.5% at $4,677 [4] - Oil prices have decreased slightly, with crude oil down 0.2% at $95 and Brent crude at $109, following comments from Israeli Prime Minister Netanyahu regarding Iran's nuclear capabilities [4] Group 2: Super Micro Computer (SMCI) Developments - Super Micro Computer's stock fell by 22% in premarket trading after three individuals, including a co-founder, were charged with violating export laws related to the smuggling of at least $2.5 billion worth of U.S. AI technology to China [5][9] - The U.S. government alleges that the individuals involved took extensive measures to conceal their actions, including altering labels and serial numbers on machines [7] - The indictment states that the server maker generated approximately $2.5 billion in sales since 2024, with $510 million sold to a Southeast Asian company and subsequently to China without the necessary export licenses [8] Group 3: Unilever (UL) Business Developments - Unilever is in discussions to sell its food business to McCormick, with reports suggesting an all-stock deal could be announced soon if negotiations proceed smoothly [10] - The food business includes well-known brands such as Knorr and Hellmann's and could be valued at tens of billions of dollars [10] - Separating the food business would allow Unilever to concentrate on its beauty, personal care, and home divisions, following the previous spin-off of its ice cream business [11]