Markets Still Underpricing AI's Hit to Earnings, Apollo Says

Seeking AlphaAug 12 21:13

Burry Slams Nvidia's $500B AI Financing as a 2008-style 'Wall Street Stunt'

Seeking AlphaAug 12 20:34

Jensen Huang's $500 Billion Nvidia AI Financing Bet Faces a China Problem—Could Cheaper Chinese Chips Sink GPU Values?

Ben Emons, founder of FedWatch Advisors, sees China as the biggest threat to Jensen Huang's ambitious plan to turn Nvidia Corp's (NASDAQ:NVDA) AI infrastructure into an asset class capable of

BenzingaAug 12 17:13

Computing Power as Collateral: NVIDIA Is Replicating a 1970s Financial Innovation

NVIDIA is partnering with Wall Street to transform AI chips into a new securitizable asset class, aiming to create financing channels for small and medium-sized AI enterprises that cannot afford high-priced GPUs.

wallstreetcnAug 12 16:26

Jim Cramer Asks If Wall Street's 'Long Knives' for Nvidia Should Stay Sheathed as CoreWeave Powers Neocloud Optimism

Jim Cramer said Tuesday that CoreWeave Inc.'s (NASDAQ:CRWV) strength is lifting the broader neocloud group, questioning whether bearish sentiment toward Nvidia Corp. (NASDAQ:NVDA) can hold up.

BenzingaAug 12 13:05

Jensen Huang's $500 billion financing deal 'splits the market': asset management giants celebrate as tech stocks fall for two consecutive days

The market interpreted this financing arrangement as a direct positive for private credit and alternative investments—substantial funding channels imply strong long-term growth prospects for management fee revenues. Shares of major alternative asset managers such as KKR and Apollo rose sharply by 3% to 7%, while large-cap tech stocks continued to face pressure. This divergence reflects deeper concerns: Is NVIDIA’s move to secure financing for its customers a sign of robust demand, or is demand being artificially 'created' through financing?

wallstreetcnAug 12 08:45