#softbank-nvidia-sale

#softbank-nvidia-sale

Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.

CoreWeave's rapid growth has positioned it as a key player in the AI infrastructure market, with a significant backlog and a strategic partnership with Anthropic for GPU access.

Arm Holdings is poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031.

Either way, I think the AI boom is alive and well, but with much of the short-term hype fading away, the big question is whether the long-term trajectory is still there and whether it makes sense for investors to hit the buy button now that the near-term is somewhat less hyped while the long-term is as exciting as ever.