Tech stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in AI investments
Hedge fund tells clients many supposed applications of the technology are ‘never going to actually work’
Justice department has increased scrutiny of the chipmaker’s power in the emerging sector
Chipmaking stocks become increasingly sensitive to investment plans of a handful of Big Tech groups
Chipmaker has lost about $750bn in market value over the past six weeks
Companies in need of guidance create new opportunities for consultancy industry
Double-digit falls in Nvidia, Tesla, Meta and Alphabet highlight questions on AI investment returns
Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut
Investors will expect stratospheric rewards from the extraordinary surge in investment
Plus, ECB warns on shadow banking, pension plan fees, and Sir Henry Raeburn’s portraits
Early Tesla and Amazon backer James Anderson sees chipmaker’s potential scale as ‘way higher than I’ve ever seen’
Deal will give Bristol-based company a resource boost while advancing the ‘next big bet’ of Masayoshi Son’s group
A brave minority
All-cash acquisition by California-based chipmaker is the largest of its kind in Europe in a decade
Where to hide when the AI bubble pops
Investor’s fund pays price for scepticism that chipmaker can continue growing at rapid pace
Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions
Silicon Valley start-up that rents out servers powered by chip giant seeks to capitalise on investor interest
Chipmaker’s shares have fallen 16% since Thursday, ending brief stint as world’s most valuable company last week
‘Other’ stocks are in a defensive crouch
The chipmaker’s brief reign as the world’s most valuable company is a sign of the times for the emerging technology
Chipmaker is the main winner but other companies are seeing big gains from the AI boom
And that is worrisome
Artificial intelligence frenzy has powered Nvidia to peak of US equity market but elsewhere investors become more selective
The US chipmaker becomes the world’s most valuable company
