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CoreWeave Bond Yields and CDS Spikes Test Private Credit’s AI Infrastructure Bet

CoreWeave bond yields reached 16% as investors weigh a $51.6 billion debt load. The mid-October sell-off tests the private credit bubble in AI infrastructure.

Nvidia Denies GeForce RTX 4090 Discontinuation Amid Limited Supply

Nvidia officially denies reports that the GeForce RTX 4090 is discontinued, though the company admits supply is limited ahead of the rumored RTX 5090 launch.

Best Graphics Cards of 2026: 10 GPUs Compared for Gaming and Creation

The best graphics cards of 2026 compared: 10 exact Radeon, GeForce and Intel Arc models, with verified specs, weighted editorial scores, VRAM and PSU advice.

Nvidia Increases Shield TV Pro Price to $299 Amid Memory Cost Rise

Nvidia has raised the Shield TV Pro price to $299.99 and discontinued the standard model, citing higher costs for legacy memory components driven by AI demand.

Nvidia Launches Open Agent Safety Platform Without OpenAI Participation

Nvidia launches the Open Agent Safety Platform to secure autonomous agents with BlueField-4 hardware. OpenAI remains absent, favoring its own Defense Factory.

Microsoft and NVIDIA to Reveal Surface Laptop Ultra with RTX Spark on October 7

Microsoft CEO Satya Nadella and NVIDIA CEO Jensen Huang will detail the Surface Laptop Ultra and its RTX Spark superchip at an October 7 local AI event.

Nvidia CEO Jensen Huang Rejects AI-Specific Legislation at Salesforce Dreamforce

Nvidia CEO Jensen Huang argues AI safety is an engineering challenge manageable via existing laws, contrasting with warnings from OpenAI and Anthropic.

Jensen Huang Projects 70% Revenue Growth as Nvidia Pivots to AI Factory Architecture

Nvidia CEO Jensen Huang projects 70% revenue growth for FY2028, driven by the Vera Rubin GPU launch, a 2-million unit Amazon deal, and expansion into cybersecurity.

Nvidia Lines Up $500 Billion in Financing for AI Growth

Nvidia lines up $500 billion in financing with Wall Street giants. CEO Jensen Huang redefines GPUs as investable assets to fuel global AI infrastructure.

Nvidia favored by Stanley Druckenmiller, who believes AI has potential for success in post-recession period

Stanley Druckenmiller highlights Nvidia as a top pick for the 2026 post-recession era. Discover why the macro legend believes AI is a systemic productivity engine.

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