Donald Trump allows Nvidia to sell powerful AI chip to China
President’s move comes despite warnings from Capitol Hill that it will supercharge Beijing’s advance in AI technology
Nvidia
Global shares pause for breath after recent winning streak
Rout in bitcoin deepens, sending crypto-related shares down
AI bubble? Big Short investor Michael Burry’s bold calls often miss the mark
Critics dismiss Burry as a one-trick pony, which is arguably harsh
Google’s surge shows how quickly AI narratives turn
The pendulum has swung again, with Apple recently climbing back to the point where it was within reach of Nvidia’s valuation
China’s tech giants take AI model training offshore to tap Nvidia chips
Alibaba and ByteDance shift development to south-east Asia to sidestep US curbs
European stocks handed boost as amid Nvidia reporting
Dublin market lagged behind neighbouring markets
Nvidia’s upbeat forecast soothes fears of AI spending bubble
Company predicts $65bn sales in fourth quarter
European shares stabilise as investors await Nvidia report
Chipmaker’s earnings could set the tone in markets for the rest of the year
Nvidia shares set for $300bn swing around high-stakes earnings
Chips giant to report financial performance in the face of market ‘angst’ about an AI bubble
European shares sink to one-month low on US rates and tech valuations concerns
Banking shares lead the retreat in Europe while concerns about the sustainability of the market’s AI-driven rally emerge
Global shares edge lower ahead of key US data and Nvidia earnings
Markets are in a holding pattern at the start of week that will test risk appetite
Central Bank warns of risks to Ireland amid ‘stretched’ US tech valuations
Regulator’s report highlights Irish exposure to possible market downturn
Concerns mounting that we are well into market-bubble territory
Heads of Wall Street beasts Goldman Sachs and Morgan Stanley have predicted that equities could fall 10-20%
European shares drift as investors await US jobs report
US tech giants continue to weaken amid overvaluation concerns
Global shares down as US government shutdown and AI anxieties take centre stage
Iseq index down 0.9% as banks, Ryanair and house builders slide
From $1tn to $5 tn in two years: Nvidia and the perils of predicting stock bubbles
Nvidia’s extraordinary gains have been matched by extraordinary earnings
Apple heads into earnings with optimism and lofty valuation
Once a laggard among US tech giants, shares have surged more than 50% since April
Risk rises as market highs again powered by the magnificent seven tech stocks
Concentration at the top is ‘extreme’, as the five largest S&P 500 stocks account for more than 25% of index’s value
OpenAI’s network of deals is propping up the AI boom
Obvious risk is if ChatGPT growth falters, mutual benefit could flip into mutual impairment
Stocks extend September rally despite fears of US government shutdown
Potentially turbulent week lies ahead with slew of central bankers to speak
Kingspan chases Magnificent Seven energy with plan to float unit riding on AI boom
Close to $7 trillion will need to be spent on data centres globally by 2030
Top companies keep talking about AI – but can’t explain the upsides
Analysis of hundreds of filings suggest the S&P 500 businesses are clearer about the risks than benefits
Nvidia to invest up to $100bn in OpenAI
Partnership will support huge build-out of data centres for artificial intelligence
Global shares flat as US indices hover near records
European airline shares take hit after cyber attack
Fed rate cut propels global shares to record highs
Iseq index dips amid decline in Ryanair’s share price
Intel shares surge 29% as rival Nvidia agrees to invest $5bn in chip rival
Deal will also see the two US groups co-develop chips for PCs and data centres
Tech titan Larry Ellison: ‘No one else has prospered in Silicon Valley for 50 years’
At 81, Oracle’s co-founder has reinvented himself as a power in AI to become (briefly) the richest person in the world
China accuses Nvidia of breaching competition rules as trade talks with US heat up in Madrid
US seeks resolution of TikTok ownership impasse ahead of ban as talks continue against background of grim Chinese economic data
Nvidia, Apple and the truth of concentration fears
If one company sneezes, might the whole index catch a cold?
Can the market bull run – driven by hype and hope – survive Donald Trump?
Nvidia results this week perfectly illustrate the meeting of AI hope and political uncertainty
Nvidia growth outlook hit by China uncertainty
US chip designer has become world’s most valuable company off the back of the artificial intelligence boom
Underowned Nvidia faces test with upcoming earnings
Bulls will hope another blockbuster report leaves Nvidia holdouts with little choice but to pay up
Wall Street falls, European shares rise as investors digest Ukraine peace efforts
Declines in Nvidia and other heavyweight AI stocks pull New York indices down
Intel chief executive learns the art of staying in Trump’s good books
Lip-Bu Tan’s initial sin was not cultivating a personal relationship with Trump, says one analyst
Nvidia and AMD to pay US 15% of China AI chip sales
Deal to secure export licenses is an unusual arrangement that may unnerve both US companies and Beijing
Top seven tech firms’ earnings put AI divide in sharp focus
For tech’s biggest names, AI is the dividing line between leading and lagging
Trump threat to fire Fed chair sends Wall Street lower
Global shares tumble as chip-makers struggle for direction
Global shares shrug off trade anxieties as volatility recedes
Iseq index largely unchanged as banks and Ryanair dip
Nvidia outpaces Microsoft and Apple on path to $4 trillion valuation
Stock tanked early this year amid fears over China’s DeepSeek AI but has soared almost 80% from April’s bottom
Over 43,000 properties leave private rental sector
The best news, analysis and comment from The Irish Times business desk
AI ‘godfather’ Nvidia keeps firing on all cylinders
Analysts expect further rapid growth despite warning that China is now effectively closed to US chipmakers
Trump threatens Apple with 25% tariff on iPhones
US president steps up pressure on Apple chief executive Tim Cook
Coalition looks to lure new generation of chip-makers to Ireland
National semiconductor strategy aims to create 35,000 jobs by 2040
Stripe’s Patrick Collison praises AI and stable coins
`When new technologies collide with a turbulent economy, the technology tends to win’ - Stripe Sessions event hears
‘The threat of the US kneecapping itself is real’: tech insiders voice fears over global AI race
Tariffs and threat of new duties on chips and computing infrastructure could frustrate American ambitions
Intel’s job cuts and plans: What is happening and how will this affect Ireland?
Troubled chipmaker aims to get back to its roots and rid itself of cumbersome bureaucracy
How Intel’s recent difficulties have impacted its relationship with Ireland
Intel layoffs show how fortunes of tech behemoth have changed drastically
Intel to announce plans this week to cut over 20% of staff
IDA Ireland engaging with Leixlip-based company following reports
Nvidia blindsided by latest trade twist
Chipmaker had understood it might be exempt from new export controls after Mar-A-Lago meeting
Nvidia chief Jensen Huang flies to Beijing for talks after US clamps down on chipmaker’s sales to China
Meetings with Chinese vice-premier and DeepSeek founder come after US clamps down on chipmaker’s sales to China
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Inquests into the nightclub fire that led to the deaths of 48 people
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