Warren Buffett and Michael Burry, two investors closely watched across global markets, are taking diametrically opposite positions on the artificial intelligence frenzy, setting up a rare, high-stakes clash over whether Silicon Valley’s hottest trade is a once-in-a-generation opportunity or a bubble waiting to burst. Their positions, revealed in recent disclosures and letters, come as concerns … Read more
Markets may have weathered a key Nvidia earnings test but the ability of big tech to move sentiment across markets on a dime will continue to preoccupy investors as lofty valuations persist. AI darling Nvidia on Wednesday surprised Wall Street with accelerating growth after several quarters of slowing sales and a fourth-quarter forecast that exceeded … Read more
I keep hearing some version of this argument: Yes, we’re in an AI bubble. But even in the dot-com crash, the best companies survived and made people rich. Just look at Amazon.com Inc. Fine, but it’s easy to forget that it took more than eight years for Amazon’s stock price to return to its March … Read more
Japan’s Nikkei share average closed 2.5% lower on Wednesday, as high-flying technology stocks lost ground following sharp overnight declines on Wall Street. The Nikkei closed the session lower at 50,212.27. Earlier in the session, the index fell as much as 4.65% to 49,073.58, its lowest point since October 24. The broader Topix ended 1.26% lower … Read more
A new war of words is unfolding between the United States and China as fresh tariffs and sanctions ignite concerns of a full-blown trade confrontation. In an exclusive conversation with ET Now, Shaun Rein, Managing Director of the China Market Research Group, offered a candid and critical view of U.S. policy under Donald Trump, arguing … Read more
Analysts at J.P. Morgan are staying bullish on Nvidia, boosting their target price to $215 even as the world’s most valuable company offered a forecast that underwhelmed investors, saying the chipmaker’s expanding AI infrastructure pipeline and product ramps leave “multiple levers at play to drive upside.” Nvidia Corp. delivered record revenue in the second quarter, … Read more
Nvidia Corp, already a $4.3 trillion giant that has doubled in value in just 16 months and looms larger than the stock markets of the U.K., China and Canada, could soon eclipse the entire Rs 5.21 trillion Indian equity market if its shares reach Cantor Fitzgerald’s new $240 price target. Fueled by its dominance in … Read more
new video loaded: What to Know About Trump’s Deal With A.I. Chipmakers By Tripp Mickle, Karen Hanley, Jon Hazell and David Jouppi•August 13, 2025 Nvidia and AMD will give the Trump administration a cut of chip sales to China in a deal that raises questions about national security and trade policy goals. Tripp Mickle explains. … Read more
Chinese authorities summoned Nvidia Corp. representatives to discuss alleged security risks related to its H20 artificial intelligence chips. The Cyberspace Administration of China said in a statement on Thursday that the chips had a serious security vulnerability and asked Nvidia staff to explain the risks and provide relevant documents. At issue are location tracking and … Read more
In a volatile Q2, Indian investors on Vested Finance showed maturity by repositioning around uncertainty. They moved away from crowded megacaps, focused on high-conviction themes, and diversified with more intelligent ETF exposure, international bets, and income strategies. Healthcare, semiconductors, small caps, and AI-adjacent sectors are now firmly part of their core playbook. The same investors … Read more