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Artificial Intelligence

What Do Nvidia's (NASDAQ:NVDA) French Startup Stakes Signal?

Nvidia (NASDAQ:NVDA) is reported to hold stakes in four French startups, including Doctolib, a health appointment booking platform, and Genesis AI, an AI company. The report is dated October 13, 2026, but the date and sourcing need a check, so it remains described as …

Vinay Lochav | 14 October 2026

Why Did AI Infrastructure Stocks Flex (NASDAQ:FLEX), Cipher Digital (NASDAQ:CIFR), CoreWeave (NASDAQ:CRWV) and Navitas (NASDAQ:NVTS) Move?

Flex (NASDAQ:FLEX) said on October 13, 2026, according to one account, that it plans to separate its Cloud and Power Infrastructure unit into an independent company called Axiom Solutions International. The shares fell 6.2% on the day. The unit supplies infrastructure for AI data …

Vinay Lochav | 14 October 2026

How Are Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta (NASDAQ:META) and Fermi (NASDAQ:FRMI) Winning While Chips Fall?

Microsoft (NASDAQ:MSFT) reportedly reached a record close on October 13, 2026, its first in nearly a year according to published market commentary. Shares are up more than 50% from the June low, which added about USD 1.5 trillion of market value. The intraday high …

Vinay Lochav | 14 October 2026

Why Did Meta (NASDAQ:META) Rise 3% on Muse Wonder AI Models?

Meta Platforms (NASDAQ:META) shares rose between 2.6% and 3.43% around October 13, 2026, according to published market data, with one account dating the gain to October 12. The rise was linked to the release of new Muse Wonder AI models and to analyst upgrades. …

Vinay Lochav | 14 October 2026

Why Did CoreWeave (NASDAQ:CRWV) and AI Cloud Stocks Slide?

On October 13, 2026 shares of neocloud and AI data-centre companies fell together. CoreWeave (NASDAQ:CRWV) was joined by Nebius, IREN, Hut 8, TeraWulf, CleanSpark and Riot. The size of each move was not captured in the available data, so none is quoted here. One …

Vinay Lochav | 14 October 2026

Why Did Navitas (NASDAQ:NVTS) Launch a 24 kW Board With Nvidia?

Navitas Semiconductor (NASDAQ:NVTS) announced a 24 kW power board developed with Nvidia, according to the information gathered, dated October 13, 2026. The board is aimed at the power systems that feed AI servers. The share price reaction was not captured, and the announcement does …

Vinay Lochav | 14 October 2026

What Did Broadcom's (NASDAQ:AVGO) Tan Mean by an AI Casino?

Broadcom (NASDAQ:AVGO) Chief Executive Hock Tan reportedly compared AI investing to a casino in comments dated October 12 to 13, 2026. The wording and setting come from secondary summaries, not a transcript, so the precise meaning is uncertain. He might have warned of speculative …

Vinay Lochav | 14 October 2026

How Did Fermi (NASDAQ:FRMI) Jump 20% on an AMD Credit Deal?

Fermi (NASDAQ:FRMI) rose nearly 20% on October 13, 2026 after saying it had reached a credit support agreement with AMD for Project Matador, its AI data-centre development. The agreement supports the first phase of the project. Fermi develops large data-centre campuses designed for AI …

Vinay Lochav | 14 October 2026

Can BigBear.ai (NYSE:BBAI) Rebound From a New Low at USD 2.40 With USD 409.8 Million of Cash and Earnings on October 27?

No company release dated October 13 was found in company filings and wire releases reviewed, so the most relevant recent updates are summarized here. BigBear.ai, a national security AI software company, reported second-quarter 2026 revenue of USD 36.7 million, up 13%, helped by Ask …

Vinay Lochav | 13 October 2026

Can SoundHound AI (NASDAQ:SOUN) Squeeze Out of a New 52-Week Low With About 42% of Shares Sold Short?

No company release dated October 13 was found in company filings and wire releases reviewed, so the most relevant recent updates are summarized here. SoundHound AI, a voice and agentic AI company, has one of the highest short positions in the market, with short …

Vinay Lochav | 13 October 2026
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