The Ultimate Fighting Championship (UFC), a subsidiary of TKO Group Holdings (NYSE: TKO), has entered into a multiyear partnership with tech giant Meta to transform fan engagement using Meta's advanced technology.
The brokerage highlighted that the outlook for residential demand for Enphase’s products remains challenged due to worsening sentiment with respect to the Inflation Reduction Act.
Chinese tech giants ByteDance, Alibaba, and Tencent have placed over $16 billion in orders for Nvidia's H20 server chips, driven by increased demand for DeepSeek's low-cost AI models, amid ongoing supply challenges and U.S. export restrictions.
Analysts at Wedbush said that for Nvidia and other chipmakers with exposure to China and Taiwan supply chains, the worry will be around pricing and margin impacts amid the high tariffs.
Sentient, a Peter Thiel-backed nonprofit, has launched its open-source AI search framework, Open Deep Search (ODS), positioning it as America's response to China's DeepSeek and its challenge to the dominance of closed-source AI systems.
U.S. stock futures plunged on Wednesday after President Donald Trump unveiled broad new tariffs on key trading partners, sparking fears of a global trade war that could further weaken the U.S. economy.
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NVIDIA Corp (NASDAQ: NVDA) shares have fallen 19.6% year to date, pressured by ongoing concerns about AI spending, trade restrictions and broader market weakness. The stock, which was one of the best-performing names in 2024, has struggled in 2025 as investors reassess growth expectations and adjust to an increasingly uncertain economic environment.
