Palantir said the biggest constraint on AI innovation is access to power and high-performance computing hardware, which it is looking to address with its new product.
Nvidia CEO Jensen Huang told Joe Rogan that AI's biggest hurdle is now electricity, predicting tech giants will soon rely on their own small nuclear reactors to power the explosive growth of data centers.
Kevin O'Leary believes that selling AI chips globally is key to maintaining American dominance in technology.O'Leary advises against restricting sales of AI chips to China, arguing it would push them to develop their own and hurt US interests.
Nvidia CEO Jensen Huang's journey from mistakenly being sent to a Kentucky reform school as a child to building a trillion-dollar tech empire highlights how early hardship shaped one of the most influential leaders in the global AI industry.
San Francisco, CA – December 3, 2025 – The financial markets are currently witnessing a fascinating dichotomy: the continued, undeniable influence of the cryptocurrency market propelling specific players to new heights, while simultaneously, the broader market demonstrates a robust and diversified leadership across various sectors. At the forefront of this crypto-driven surge
New York, NY – December 3, 2025 – Tesla (NASDAQ: TSLA) spearheaded a significant bullish movement today, not across the entire market, but within the burgeoning sectors of automation and artificial intelligence. The electric vehicle and technology giant saw its shares climb impressively, defying a somewhat mixed broader market sentiment to signal
Reuters reported on Wednesday, citing a source familiar with the matter, that Huang was in the U.S. capital meeting with lawmakers, where he told them that state-by-state U.S. regulations would slow the progress of AI development.
Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP)
jumped 11% in the afternoon session after the company raised its financial guidance for its third fiscal quarter, citing stronger-than-expected business performance, bookings, and backlog. Microchip now expected its net sales and earnings per share to be at the high end of its previously provided range. This revised outlook represented an approximate 12% year-over-year growth in revenue. The company also anticipated non-GAAP earnings per share to be about $0.40, surpassing prior estimates. The CEO stated that business was performing better than expected with booking activity remaining strong. In addition to the upgraded forecast, the company also announced the launch of new energy-efficient power monitors designed to reduce power consumption by 50% in portable devices.
Shares of lab services company Charles River Laboratories (NYSE:CRL)
jumped 6.1% in the afternoon session after the company provided an encouraging business update at an investor conference, highlighting positive demand trends.
Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB)
jumped 5.6% in the afternoon session after analyst commentary highlighted the company's record third-quarter revenue and potential for significant government contract work. The launch provider recently reported its highest-ever quarterly revenue of $155 million, a figure that beat Wall Street estimates and represented year-over-year growth of more than 48%. The company also posted a smaller-than-expected loss per share. Following the strong results, Cantor Fitzgerald maintained its Overweight rating and a $72 price target on the stock. Analysts pointed to the company's substantial $1.1 billion backlog and potential for future growth from government contracts. Rocket Lab was working on a $515 million contract with the U.S. Space Development Agency and bidding on another project for the agency worth up to $900 million.
The ground just shifted around Nvidia… why Luke Lango says there are now two camps within AI… what does all this mean for Nvidia?… getting on the right side of this split with the American Dream 2.0
