Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia (NasdaqGS:NVDA) is investing an additional US$2b in CoreWeave to support the buildout of more than 5 gigawatts of AI data center capacity by 2030. The expanded partnership centers on large scale AI infrastructure, sometim...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia (NasdaqGS:NVDA) is investing an additional US$2b in CoreWeave to support the buildout of more than 5 gigawatts of AI data center capacity by 2030. The expanded partnership centers on large scale AI infrastructure, sometimes described as AI "factories," aimed at serving rising demand for compute power. Nvidia also announced collaborations with BoodleBox in education and Oath Surgical in healthcare, integrating its AI platforms into learning and surgical workflows. The developments extend Nvidia's reach beyond core cloud providers into sectors that rely on high performance, specialized AI tools. Nvidia, listed as NasdaqGS:NVDA, sits at the heart of the AI hardware and software stack, supplying GPUs and platforms that power training and inference workloads. The deeper tie up with CoreWeave underscores how AI infrastructure providers are aligning closely with chip vendors to secure capacity and technology access. At the same time, the work with BoodleBox and Oath Surgical shows Nvidia taking its AI tools directly into classrooms and operating rooms, not just data centers. For investors, this combination of infrastructure investment and sector specific partnerships helps illustrate where Nvidia is trying to embed its technology over the longer term. The scale of the CoreWeave commitment and the push into healthcare and education provide more concrete reference points for thinking about how Nvidia's AI ecosystem could be used across different parts of the economy. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart Why NVIDIA could be great value Nvidia’s extra US$2b into CoreWeave, alongside collaborations with Oath Surgical and B...
STORY: China has approved its first batch of Nvidia’s H200 artificial intelligence chips for import. That's according to Reuters sources familiar with the matter. It's a notable shift as Beijing tries to balance its AI development needs with support for its domestic semiconductor industry. :: File The approval covers several hundred thousand H200 chips and was granted during Nvidia CEO Jensen Huan...
STORY: China has approved its first batch of Nvidia’s H200 artificial intelligence chips for import. That's according to Reuters sources familiar with the matter. It's a notable shift as Beijing tries to balance its AI development needs with support for its domestic semiconductor industry. :: File The approval covers several hundred thousand H200 chips and was granted during Nvidia CEO Jensen Huang’s visit to China this week, according to the sources, who requested anonymity due to the sensitivity of the matter. Two said the semiconductors would go to tech giants ByteDance, Alibaba and Tencent, with more firms waiting in line for future approvals. None of the firms involved immediately responded to requests for comment. The H200 is Nvidia’s second most powerful AI chip and a key flashpoint in U.S.-China relations. Washington has cleared it for export, but Beijing's hesitation to allow imports has been the main barrier to shipments. Chinese firms have already ordered over two million H200 chips, far beyond Nvidia’s available inventory, and while domestic alternatives such as Huawei are improving, they still lag well behind the H200’s performance. It remains unclear how many additional approvals Beijing will grant as it weighs access to foreign chips against long‑term tech self‑reliance.
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Arista Networks (NYSE:ANET) is being highlighted as a key infrastructure supplier in the AI data center upgrade cycle. Major hyperscalers, including Microsoft, are moving toward Ethernet based scalability for AI clusters and rolling out in house AI chips such as the Maia 200. Ari...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Arista Networks (NYSE:ANET) is being highlighted as a key infrastructure supplier in the AI data center upgrade cycle. Major hyperscalers, including Microsoft, are moving toward Ethernet based scalability for AI clusters and rolling out in house AI chips such as the Maia 200. Arista’s role in high speed Ethernet switching and its focus on software driven, open networking are central to current AI build out plans. Recent coverage also points to risks tied to heavy customer concentration, supply chain constraints, and fast moving technology shifts. For you as an investor, the story around Arista Networks (NYSE:ANET) sits at the intersection of AI and data center networking. The company focuses on high performance Ethernet switches and software that help large cloud providers connect massive AI clusters. As hyperscalers refresh their infrastructure to support more demanding AI workloads, Arista is increasingly part of those conversations. The focus on Ethernet for AI networking, alongside new in house chips such as Microsoft’s Maia 200, could reshape how traffic flows inside modern data centers. That creates potential opportunity for Arista, but also exposes it to execution risks if supply chains remain tight or large customers change course. Understanding both the upside and the concentration risk is becoming more important as AI related spending plans evolve. Stay updated on the most important news stories for Arista Networks by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Arista Networks. NYSE:ANET 1-Year Stock Price Chart Why Arista Networks could be great value For investor activity, the key takeaway is that Arista is increasingly being treated as a core AI-infrastructure name rather than just a general networking vendor, as hyperscalers like Microsoft shift to Ethernet-based AI cl...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Taiwan Semiconductor Manufacturing (NYSE:TSM) plans up to $56b in capital expenditures to expand chip manufacturing capacity, focused on AI chips. The company has opened a new U.S. plant and signed a major deal to further build out its U.S. footprint. These moves highlight TSMC’s role in AI ...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Taiwan Semiconductor Manufacturing (NYSE:TSM) plans up to $56b in capital expenditures to expand chip manufacturing capacity, focused on AI chips. The company has opened a new U.S. plant and signed a major deal to further build out its U.S. footprint. These moves highlight TSMC’s role in AI chip production and ongoing shifts in the global semiconductor supply chain. For investors watching NYSE:TSM, this spending plan comes with the stock at $338.34 and trailing returns that include 68.9% over the past year and 278.4% over the past 3 years. Those figures, alongside its value score of 3, underline how central Taiwan Semiconductor Manufacturing is to advanced chip production, especially in AI. Looking ahead, the key questions include how efficiently TSMC deploys up to $56b of capex and how U.S. expansion affects its cost base, customer mix, and supply resilience. For investors, the company’s execution on large scale projects and its ability to manage geopolitical and operational complexity may be just as important as the headline spending figures. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM 1-Year Stock Price Chart Why Taiwan Semiconductor Manufacturing could be great value Quick Assessment ⚖️ Price vs Analyst Target : At US$338.34 vs the analyst consensus of US$408.97, TSMC trades about 17% below the average target. ❌ Simply Wall St Valuation : Simply Wall St estimates the shares are trading about 58.1% above fair value, indicating an overvalued status. ✅ Recent Momentum: The 30 day return of 11.7% shows positive short term price momentum. Check out Simply Wall St's in depth valuation analysis for Taiwan Semiconductor Manufacturing. Key Considerations 📊 The planne...
TBE/iStock Editorial via Getty Images This article is about the forward, 2026E, and beyond, potential of German-based steel giant ThyssenKrupp ( TKAMY ). The company is a very solid investment that I've followed for years, and exited in part middle of last year (sold about half), with most of the remainder sold in early October of the same year, when it bounced following trends and quarterlies. Th...
TBE/iStock Editorial via Getty Images This article is about the forward, 2026E, and beyond, potential of German-based steel giant ThyssenKrupp ( TKAMY ). The company is a very solid investment that I've followed for years, and exited in part middle of last year (sold about half), with most of the remainder sold in early October of the same year, when it bounced following trends and quarterlies. The general performance of the company, even since my last rating, has been good, but it's clear looking at the valuation and returns that we're starting to see signs of valuation "peaking" here. This is especially considering the company's sharp decline in mid-October, following a peak related to a spin-off (which made the rotation very plannable, since I didn't want to "go into that" from the get-go). In this article, I will speak to the cause of this general instability, and the general positive trend we seem to be seeing for the company now. Is it investable? Is it worth considering? What likely returns could we be seeing here? These are questions I will be addressing. I did not buy back in following the decline in November, but elected to stay out for the time being, for much of the same reason I take a passive stance in today's market and have over 47% of my position in cash. I have no plans, as of the end of January, to really change this either. Despite very solid returns since the article found here, it's fair to say that ThyssenKrupp, if you've been a longer-term investor, has not necessarily been a very good investment. I say this because since 2017, the company is still down over 50%. This highlights once again that the most important factor to consider when you're buying anything, aside from what you're buying , is at what price you're buying it. There are many ways to go about ensuring that you buy something attractively priced. That's what I'm going to make sure of in this article, that in case you do want to buy this company, you know what you're getting and a...
Bloomberg ASML Holding NV’s orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence infrastructure boosted demand for its cutting-edge chip-making machines. Bookings in the fourth quarter were a record €13.2 billion ($15.8 billion), driven by demand for its most sophisticated equipment, the Veldhoven, Netherlands-based company said in a...
Bloomberg ASML Holding NV’s orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence infrastructure boosted demand for its cutting-edge chip-making machines. Bookings in the fourth quarter were a record €13.2 billion ($15.8 billion), driven by demand for its most sophisticated equipment, the Veldhoven, Netherlands-based company said in a statement on Wednesday. That compares with an average analyst estimate of €6.85 billion, according to data compiled by Bloomberg. Most Read from Bloomberg ASML is the only producer of cutting-edge lithography machines that are needed to make advanced semiconductors, and counts all the leading chip manufacturers as customers, including Taiwan Semiconductor Manufacturing Corp. and Intel Corp. Its machinery is integral to producing the Nvidia Corp. AI accelerators that are the backbone for training and running AI models in data centers. The Dutch company’s bookings are one signal of chipmakers’ confidence in future AI demand. WATCH: ASML CEO Christophe Fouquet discusses the company’s performance in the fourth quarter. He speaks on Bloomberg Television.Source: Bloomberg The AI boom has continued into 2026, defying concerns about over-investment and helping push ASML’s market value over $500 billion this month. Meta Platforms Inc. and Microsoft Corp. are among the companies that are pouring hundreds of billions of dollars into building data centers, driving chipmakers to increase capacity and in turn stoking demand for ASML’s products. TSMC said this month it anticipates capital spending of more than $52 billion in 2026, much of which will be toward advanced manufacturing techniques. Despite the strong orders, ASML also announced it plans about 1,700 job cuts, mostly in the Netherlands with some in the US, as it seeks to streamline the organization. That represents about 4% of the company’s workforce. “We are doing great, and we are very happy with that, but even a great compan...
奪取格陵蘭｜馬克龍：歐洲須加強北極防禦部署 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國總統馬克龍警告格陵蘭問題是對歐洲發出的警號，強調要維護歐洲主權在北極加強防禦部署。 馬克龍在愛麗舍宮迎接丹麥首相弗雷澤...
奪取格陵蘭｜馬克龍：歐洲須加強北極防禦部署 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國總統馬克龍警告格陵蘭問題是對歐洲發出的警號，強調要維護歐洲主權在北極加強防禦部署。 馬克龍在愛麗舍宮迎接丹麥首相弗雷澤里克森及格陵蘭自治政府總理尼爾森，馬克龍認為有必要在北極加強防禦部署，支持北約參與更多區內事務，歐盟亦同樣要參與，包括修訂北極戰略。馬克龍重申法國會在符合聯合國憲章下，持續捍衛丹麥的主權和領土完整。弗雷澤里克森同日較早前表示，歐洲現時需加強防衛，減少在軍事保護方面依賴美國。
French Finance Minister Roland Lescure speaks on Bloomberg Television about recent yen moves and shrugs off gyrations in the currency after chairing a meeting of his Group of Seven counterparts. He adds moves in the yen form part of a bigger picture. Lescure also states that the markets do their job and that it’s up to the market to determine the value of the foreign exchange currencies.
French Finance Minister Roland Lescure speaks on Bloomberg Television about recent yen moves and shrugs off gyrations in the currency after chairing a meeting of his Group of Seven counterparts. He adds moves in the yen form part of a bigger picture. Lescure also states that the markets do their job and that it’s up to the market to determine the value of the foreign exchange currencies.