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Artificial Intelligence

What Is Behind Nvidia (NASDAQ:NVDA) 2.9% Drop to USD 230.48?

The confirmed fact is the price. Nvidia (NASDAQ:NVDA) closed down 2.94% at USD 230.48 on October 8, 2026, according to published market data. That fall came on a day when the Nasdaq Composite lost 1.25%, the 10-year Treasury yield touched about 5.35% intraday, and …

Vinay Lochav | 09 October 2026

Why Did Broadcom (NASDAQ:AVGO) Fall 4% Over USD 50B in Loans?

A media report said Broadcom (NASDAQ:AVGO) was in talks with lenders about more than USD 50 billion of financing connected to custom chips that it designs for OpenAI. The report appeared on October 8, 2026, and the company has not confirmed the amount, the …

Vinay Lochav | 09 October 2026

What Do TSMC (NYSE:TSM), SOXX (NASDAQ:SOXX), Broadcom (NASDAQ:AVGO) and Applied Digital (NASDAQ:APLD) Say About the AI Chip Trade?

Taiwan Semiconductor (NYSE:TSM) reported September sales up 55% from a year earlier and record third-quarter revenue of NT 1.49 trillion, up 50%, figures in Taiwan dollars from a monthly revenue report whose release date the topics file asks to confirm. The American depositary receipts …

Vinay Lochav | 09 October 2026

How Did Applied Digital (NASDAQ:APLD) Beat With USD 341.9M in Sales?

Applied Digital (NASDAQ:APLD) released fiscal 2027 first-quarter results on October 8, 2026. Revenue was USD 341.9 million, adjusted earnings per share about minus USD 0.01, and data center rental revenue USD 79.1 million. The consensus loss was USD 0.30 per share, so the reported …

Vinay Lochav | 09 October 2026

Why Is AI Bubble Talk Rattling to XLK (NYSEARCA:XLK)?

On October 8, 2026, Michael Burry argued in public posts that Anthropic's private valuation could buy 78 profitable S&P 500 companies. The statement compares one private company's price with a group of earning public businesses, and it depends on the valuation used, which is …

Vinay Lochav | 09 October 2026

Why Did Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) Fall While Palantir (NASDAQ:PLTR) Rose?

Nvidia fell 2.94% to USD 230.48, in line with a broad chip selloff and a Nasdaq Composite drop of 1.25%. The confirmed facts are the price and the market backdrop, since a 10-year Treasury yield near 5.35% intraday and the OpenAI revenue reset pressured …

Vinay Lochav | 09 October 2026

Why Did OpenAI's Revenue Reset Hit Oracle (NYSE:ORCL)?

An investor presentation, reported on October 8, 2026, put OpenAI's annualized revenue at about USD 50 billion at the end of September. Annualized revenue multiplies a recent period by a fixed factor, so it is a run-rate and not audited sales. Earlier reports had …

Vinay Lochav | 09 October 2026

Pattern Group (NASDAQ:PTRN): AI Launch Meets a Russell Index Milestone

● Adjusted EBITDA rose 54% to about $54 million, with net revenue retention at 129%.

Nitish Kishor | 08 October 2026

Xiao-I (NASDAQ:AIXI) Stock Tumbles With No Verified News

● AIXI shares closed at $1.320 on October 7, 2026, a loss of 28.65% that erased a large slice of the stock's value in a single session.

Nitish Kishor | 08 October 2026

Which Sub-USD 10 AI Play Has the Best Momentum: Cango (NYSE:CANG), Z Squared (NASDAQ:ZSQR), Rackspace (NASDAQ:RXT) or SCHMID Group (NASDAQ:SHMD)?

Cango (NYSE:CANG) is aBitcoinminer trying to become an AI compute provider. Cango, which executed a 10-for-1 share consolidation effective July 20, 2026, has been shifting fromBitcoin Miningtoward AI compute. On September 3, 2026 EcoHash said it powered on an initial batch of GPU servers …

Vinay Lochav | 08 October 2026
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