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
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
Nvidia warns Trump curbs on China chips to cost $5.5bn
Bar on sales of H20 chip will hamstring product line designed to comply with previous US curbs
Investor heartburn? Blame Nvidia and the magnificent seven
Tech stock oscillations are having an outsized impact on indices
Magnificent seven stocks are cheaper, but are they cheap enough?
Might the worst be over for Big Tech?
Nvidia to spend hundreds of billions on US supply chain, says chief
Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry
Nvidia CEO says fears about DeepSeek’s Impact are misplaced
Company is trying to persuade a wider group of industries to invest in AI equipment
Nvidia sell-off shows a shift in market mood
Steep corrections are common with the chip maker but until now buyers quickly bought the dip
TSMC to unveil $100bn investment in advanced manufacturing in the US
Latest corporate overture to Trump administration marks effort to ward off possible tariffs on chips from Taiwan
What did you do last week? Don’t bother telling Elon Musk. He doesn’t care
Understand that Elon Musk isn’t the first boss to ask staff to list top five things at work, just the worst
Global stocks slide as tariff threats add to big tech jitters
Equities fall after Trump’s latest trade threats and a Wall Street sell-off led by Nvidia
Nvidia earnings offer little cheer for tech shares
Chipmaker’s quarterly outlook suggests demand remains robust but fails to quell overspending fears
Is Ireland backing the wrong horse with Intel?
Despite the chip maker’s many problems, we have little choice but to double down on our investment
DPP directs no prosecution from Garda inquiry into controversial Davy bond deal
The best news, analysis and comment from The Irish Times business desk
Deepseek fears recede as Wall Street eyes Nvidia earnings
Chipmaker now looks cheaper than many of its tech peers, despite boasting stronger growth projections
Are the magnificent seven losing their shine in 2025?
Hedge funds are reducing exposure to mega-cap tech stocks
Forget Nvidia – the world’s hottest stock is Palantir Technologies
Company was the top-performing S&P 500 stock in 2024
European shares edge up to record highs
Wall Street’s main indices slipped after hotter-than-expected inflation data
US and China teeter on edge of trade war as tariff deadline looms
Donald Trump’s shock tactics may have pushed Beijing away from negotiating table, experts say
European shares reverse declines to finish higher
Iseq index flat as Ryanair adds 1% despite sluggish traffic growth
Your car knows where you go. Here’s why you should be concerned
VW Ireland boss says ‘more conversation is needed’ around the gathering of data both technical and personal following German data breach
Nvidia’s painful Deepseek lesson: even disruptors get disrupted
It’s too early to say if China’s AI start-up will actually undermine the US chip maker’s incredibly profitable business
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Crosswords & puzzles to keep you challenged and entertained
Stardust
Inquests into the nightclub fire that led to the deaths of 48 people
Common Ground
How does a post-Brexit world shape the identity and relationship of these islands
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