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& Business Newsletter | The Chip War You Didn't See Coming -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2614740304","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614740304?lang=en_us&edition=fundamental","pubTime":"2026-02-25 05:00","pubTimestamp":1771966800,"startTime":"0","endTime":"0","summary":"This is an online excerpt of the weekly AI & Business newsletter. Get more insights in your inbox each week by signing up here.\"Frenemies\" are not a new concept in tech, where major companies will often work together in some areas while competing fiercely in others. Even in that light, the relationship between Google and Nvidia stands out.But Google also has to get its chips actually made. That is no small matter when Nvidia has tied up much of the manufacturing capacity and necessary components. The top chip-production lines at TSMC are now so dominated by Nvidia that even Apple is having a hard time getting enough capacity for its mobile-device processors. In a recent report, Mark Lipacis of Evercore ISI said Nvidia has locked down production capacity \"aggressively\" while also being \"first in line\" for 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Asset Management's Radiant Merging With AI Infrastructure Firm Ori Industries to Launch Operations","url":"https://stock-news.laohu8.com/highlight/detail?id=2613174843","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613174843?lang=en_us&edition=fundamental","pubTime":"2026-02-24 23:07","pubTimestamp":1771945665,"startTime":"0","endTime":"0","summary":"Brookfield Asset Management (BAM) portfolio company Radiant said Tuesday it is merging with AI infrastructure firm Ori Indistries to launch its operations.Financial details of the merger weren't 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Jones forms an alarming pattern ahead of Salesforce, NVIDIA earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2613571045","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613571045?lang=en_us&edition=fundamental","pubTime":"2026-02-24 22:39","pubTimestamp":1771943954,"startTime":"0","endTime":"0","summary":"The Dow Jones Index retreated sharply this week as geopolitical risks rose ahead of key earnings by companies like NVIDIA and Salesforce.The Dow Jones Index has formed an alarming rising wedge on the daily chart.Market risks, including on Iran and tariffs, have continued rising.NVIDIA and Salesforce will publish their financial results on Wednesday.The blue-chip Dow Jones was trading at $48,805, down by over 3.3% from its all-time high. Other top indices like the S&P 500 and Nasdaq 100 also dropped by over 1%.Salesforce and NVIDIA to publish earnings this week. The Dow Jones retreated as market participants positioned to major risks. One key risk is the rising possibility that the US will strike Iran as soon as this week.The risk of an attack rose after President Donald Trump warned that he may launch a limited attack on Iran, a move that would lead to an escalation. 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Breakthrough: AMD Soars on Meta AI Chip Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1184664814","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184664814?lang=en_us&edition=fundamental","pubTime":"2026-02-24 21:32","pubTimestamp":1771939964,"startTime":"0","endTime":"0","summary":"A significant development has emerged in the AI hardware sector. On the evening of February 24, during pre-market trading, shares of Advanced Micro Devices surged dramatically, rising over 10% at 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Can't Escape AI, Trade, and Geopolitical Risks. Can Nvidia Provide the Spark? -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2613714648","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613714648?lang=en_us&edition=fundamental","pubTime":"2026-02-24 21:18","pubTimestamp":1771939080,"startTime":"0","endTime":"0","summary":"The S&P 500 has fallen into a worrying pattern over the past four months. The index barely has recorded an overall gain despite a blowout earnings season, slowing inflation pressures, and a rate cut from the Federal Reserve that might define its direction over the first half of the year.The broadest benchmark of U.S. blue chip shares first tested 7000 in October 2025 but retreated suddenly in the wake of big capital spending plans from Meta Platforms that spooked investors over the broader artificial-intelligence-investment trade.The meltdown in software stocks, which has lopped more than 25% from the iShares Expanded Tech-Software ETF, stoked concerns about credit quality in a host of alternative finance stocks and shuttered redemptions at a key fund run by Blue Owl Capital, won't be placated by stronger earnings reports.The U.S. military buildup in the Persian Gulf, as well as the president's threat of air strikes should Tehran refuse to reach an agreement on curbing its nuclear 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price target lowered to $310 from $320 at HSBC","url":"https://stock-news.laohu8.com/highlight/detail?id=2613711912","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613711912?lang=en_us&edition=fundamental","pubTime":"2026-02-24 20:56","pubTimestamp":1771937812,"startTime":"0","endTime":"0","summary":"HSBC lowered the firm’s price target on Nvidia (NVDA) to $310 from $320 and keeps a Buy rating on the shares ahead of earnings due on February 25. 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investors spooked as dystopian AI outlooks go viral","url":"https://stock-news.laohu8.com/highlight/detail?id=2613716579","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613716579?lang=en_us&edition=fundamental","pubTime":"2026-02-24 20:15","pubTimestamp":1771935308,"startTime":"0","endTime":"0","summary":"Skittish investors spooked as dystopian AI outlooks go viralCitrini report on AI risks adds to investor angstUS software stocks down over 20% so far in 2026Analysts caution over AI fear-mongering By Tom Westbrook. SINGAPORE, Feb 24  - An imagined dystopia of mass unemployment fuelled by artificial intelligence, highlighted in Citrini Research's now viral report, has unsettled global markets, where a recent huge bet on the technology is starting to show cracks.The report, the latest in a series of gloomy \"think pieces\" on the disruptive potential of AI, envisions a 2028 scenario where unemployment rises to 10.2%, triggered by layoffs as AI rapidly turfs out software and delivery applications.This hypothetical downturn, compounded by mortgage and private-equity loan defaults, could send shockwaves through financial systems, sending U.S. stocks tanking, stalling credit markets and the broader 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