2347 articles
2026-05-09
www.techbuzz.ai
2026-05-09
The Tech Buzz
Nvidiaisn't just selling AI chips anymore - it's become the industry's most aggressive investor. The company has pushed past $40 billion in equity investments this year, deploying billions at a time into companies across the AI infrastructure stack while simultaneously signing commercial deals with many of the same firms. It's a dual strategy that's reshaping the competitive landscape and raising
2026-05-09
simplywall.st
2026-05-09
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2026-05-09
www.techi.com
2026-05-09
Techi
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PUBLISHED
May 9, 2026 · 12:07 PM EDT
Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom
By
Hazel Kaya
·
16 min read
REVIEWED BY
Omer Sheikh
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Nvidia
NASDAQ
NVDA
$215.20
▲ +3.70 (+1.75%)
MARKET CAP
$5.27T
DAY RANGE
$212.95 – $217.75
VOLUME
136.4M
MARKET STATUS
U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.
2026-05-09
www.cnbc.com
2026-05-09
CNBC
Nvidia
stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel
is now worth over $25 billion, a historic return in a matter of months.
In 2026, the pace of deals has kicked into overdrive, wit
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
Insi
2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
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2026-05-09
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2026-05-09
digitimes
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now
2026-05-09
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2026-05-09
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REGULATION
OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba
US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022.
b
2026-05-09
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2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
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AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline
By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm
Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:QCOM
Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM.
Qual