The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
SPY- Why You Should Ignore Misguided "Bubble" Talk
Is the market in a bubble? We may be due for a sustained correction, but it will be just that — a correction. Stocks are in a secular bull market, analogous to the second half of the 1990s as we have argued for almost three years, writes Nancy Tengler, CIO of Laffer Tengler Investments.
https://finance.yahoo.com/news/spy-why-ignore-misguided-bubble-050100827.html
https://www.perplexity.ai/...
China Orders State-Funded Data Centres To Use Domestic AI Chips - StratNews Global
China has issued new rules requiring data centres that receive government funding to use only domestically-made artificial intelligence chips
https://stratnewsglobal.com/team-sng/china-orders-state-funded-data-centres-to-use-domestic-ai-chips/
Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure
Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure. Under this multi-year agreement, Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey.
https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure
https://www.perplexity.ai/...
Nvidia partners on $2.9 billion AI data center project in Australia
Deal with Firmus Technologies adds to Nvidia's growing global infrastructure footprint
https://finance.yahoo.com/news/nvidia-partners-2-9-billion-150435942.html
China Steps Up Customs Crackdown on Nvidia AI Chips | Times Square Chronicles
China has significantly escalated enforcement of its semiconductor import restrictions, particularly targeting Nvidia AI processors, in a move intended to wean domestic tech firms off U.S. chip dependency. What’s happening Over recent weeks, Chinese customs teams have been deployed at major ports to..
https://t2conline.com/china-steps-up-customs-crackdown-on-nvidia-ai-chips/
Oracle Shares Drop After Report Suggests The Company Took $100 Million Loss From Nvidia Chip Rentals
According to a report by The Information, cited by TheFly, internal documents show Oracle’s cloud business has operated with razor-thin gross profit margins over the past year.
https://stocktwits.com/news-articles/markets/equity/oracle-shares-drop-after-100-million-loss-from-nvidia-chip-rentals/ch6P0rCR3hS
Elon Musk's xAI reportedly will spend $18B+ more on Nvidia chips for Colossus 2 data center - SiliconANGLE
Elon Musk's xAI reportedly will spend $18B+ more on Nvidia chips for Colossus 2 data center - SiliconANGLE
https://siliconangle.com/2025/10/06/xai-will-reportedly-spend-18b-nvidia-chips-colossus-2/
Nscale announces UK AI infrastructure commitment in partnership with Microsoft, NVIDIA and OpenAI | Press Release | Nscale
Nscale announces UK AI infrastructure commitment in partnership with Microsoft, NVIDIA and OpenAI . Press release from Nscale.
https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems | NVIDIA Newsroom
OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence.
https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
IM Motors, SAIC’s EV brand, is road-testing its IM L6 sedan with advanced Level 2 Plus autonomous tech across Europe. Equipped with lidar sensors, Nvidia's Orin X chip, and a 1,000km solid-state battery range, the IM L6 is designed to optimize safety and user experience on local roads. This European test phase is a step toward launching SAIC's innovative, high-tech EVs globally. 🌍🔋
#SAIC #IMMotors #AutonomousDriving #SmartDevices
Nexth Zone - SAIC's IM Motors Launches Level 2 Plus Autonomous Driving Road Testing in Europe with the IM L6 Sedan
<p>SAIC's IM Motors has officially commenced road testing for its Level 2 Plus autonomous driving technology in Europe, marking a significant step in the brand's expansion into the European market. The testing phase focuses on the IM L6 electric sedan, which has been equipped with ad..
https://nexth.zone/blog/saics-im-motors-launches-level-2-plus-autonomous-driving-road-testing-in-europe-with-the-im-l6-sedan/57
