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BBC 2w

Nvidia reported record-breaking first-quarter revenues and profits driven by strong growth in its data center division, but its shares fell 1.6% in after-hours trading due to investor concerns about intensifying competition and high expectations for continuous growth in the AI sector. #Nvidia #ArtificialIntelligence #TechStocks

Nvidia's latest record result fails to impress investors
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Reuters 3w

Chipmaker Cerebras is poised to debut on the U.S. market with a record $5.55 billion IPO, capitalizing on the enthusiasm surrounding artificial intelligence stocks amid broader market growth, as it aims to challenge traditional AI computing with its unique wafer-scale engine technology. #ArtificialIntelligence #IPO #TechStocks #US #UAE

Cerebras set for debut in stock market gripped by AI mania
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Reuters 3w

As the artificial intelligence boom continues, global stock markets are becoming increasingly top-heavy, with a small number of tech giants significantly dominating index values, which raises concerns for investors about potential market corrections if expectations for these companies fall short. #MarketConcentration #ArtificialIntelligence #TechStocks #US #KR #TW #AU

Stock market concentration - a feature, not a bug
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Reuters 4w

U.S. semiconductor stocks surged on Wednesday, led by a nearly 18% jump in Advanced Micro Devices (AMD) after it forecasted strong demand for AI infrastructure and a shift towards CPUs, while other companies like Intel, Arm Holdings, and Qualcomm also reported gains, highlighting a growing market for server CPUs amidst AI advancements. #Semiconductors #AI #TechStocks #US #TW #MY #NL #CN

AMD forecast sparks AI‑driven rally in US chipmaker stocks