logo
Today I'm touring Micro Center, Silicon Valley's first big computer store in years.

Today I'm touring Micro Center, Silicon Valley's first big computer store in years.

The Verge05-06-2025
Sean Hollister
The SF Bay Area used to have a lot of PC stores. Most got wiped out! But Micro Center has returned to Santa Clara, CA, and it's a joy to browse. (Yes, the store reportedly sold dozens of GPUs that turned out to be backpacks; the company hasn't yet answered my questions.)
BTW, you'll see a special gold GPU in this video, signed by Nvidia's CEO. It's now up for charity, with bidding at $8,600.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

SoundHound (SOUN) Upgraded to ‘Buy' by Ladenburg After Strong Q2 and Amelia Acquisition
SoundHound (SOUN) Upgraded to ‘Buy' by Ladenburg After Strong Q2 and Amelia Acquisition

Yahoo

time10 minutes ago

  • Yahoo

SoundHound (SOUN) Upgraded to ‘Buy' by Ladenburg After Strong Q2 and Amelia Acquisition

SoundHound AI (NASDAQ:SOUN) is one of the SoundHound AI (NASDAQ:SOUN) is one of the best midcap AI stocks to buy right now. On August 11, 2025, Ladenburg Thalmann upgraded SoundHound from Neutral to Buy and raised its price target from $9 to $16. The upgrade followed strong Q2 results and renewed confidence in the company's long-term trajectory. The analyst cited momentum across multiple segments, including enterprise voice AI, automotive integrations, and restaurant partnerships. They also noted that the recent acquisition of Amelia has expanded SoundHound's capabilities in conversational AI, while the launch of Vision AI adds another layer to its platform differentiation. Copyright: natashamam / 123RF Stock Photo Ladenburg expects SoundHound to generate over $270 million in revenue by 2027 and achieve double-digit adjusted EBITDA margins. While they acknowledge the company's 22x EV/revenue multiple as elevated, they believe the upside potential outweighs valuation concerns. The firm pointed to improving revenue visibility, expanding deal flow, and increased demand for AI-native solutions as strong tailwinds going forward. SoundHound AI is a California-based voice AI company that builds natural language understanding and speech recognition platforms for businesses. Its technology is deployed across industries including automotive, restaurants, and customer service, enabling users to interact with systems through voice and vision interfaces. While we acknowledge the potential of SOUN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and .

NVIDIA Corporation (NVDA): I Spend A Lot Of Time Shooting Down Rumors, Says Jim Cramer
NVIDIA Corporation (NVDA): I Spend A Lot Of Time Shooting Down Rumors, Says Jim Cramer

Yahoo

time10 minutes ago

  • Yahoo

NVIDIA Corporation (NVDA): I Spend A Lot Of Time Shooting Down Rumors, Says Jim Cramer

We recently published . NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. August has been an interesting month for NVIDIA Corporation (NASDAQ:NVDA), as after the firm received the Trump administration's approval to sell China the H20 GPUs, reports started to flow about potential security vulnerabilities or tracking software in the chips. While NVIDIA Corporation (NASDAQ:NVDA) asserted that no such vulnerabilities are present, more reports came to light and suggested that the Chinese government was advising firms not to buy its products. Cramer commented on yet another report about the firm: 'But we're seeing a lot of crazy stuff. I mean yesterday NVIDIA was down all day. I said why? Well it turns out that there was a short story out there that NVIDIA's gonna get late with the next chip which is the Vera Rubin, and therefore the MI450 by AMD is going to be in ascendance. The story was, I'll just use a word that I think is really kind of indicative of where we are. It was a lie. It was a lie. . .it was untrue. And it caused a lot of people to buy AMD up nine and sell NVIDIA. Now there's probably a new story about why NVIDIA's down today. Because NVIDIA is so easy to known down right now because they're an honest company. They don't come in and they're not a hyped company. They're like, okay, they don't come in and say what do we have to refute today? The fact is that the most major story about NVIDIA is a positive one. Which is that DeepSeek can't make it so called [inaudible] chips that it needs and they need the H20. Photo by Luke Chesser on Unsplash '. . .I don't know spreads these things. I spend so much time shooting these things down, it's like, I got the call at four o one saying finally got the saying here's what happened. I said, well you know, three fifty nine the call would have been more effective cause the market closed. But everyone was focused on Mr. Bullish or whatever. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Nvidia quietly buys more stock in AI infrastructure favorite
Nvidia quietly buys more stock in AI infrastructure favorite

Yahoo

time10 minutes ago

  • Yahoo

Nvidia quietly buys more stock in AI infrastructure favorite

Nvidia quietly buys more stock in AI infrastructure favorite originally appeared on TheStreet. Nvidia has been at the center of the artificial intelligence (AI) boom, supplying the chips that power everything from cloud data centers to generative AI models. However, the company's latest 13F filing with the SEC suggests its ambitions go well beyond selling its own hardware. As of June 30, 2025, Nvidia's investment portfolio shows a calculated bet on the ecosystem of companies building the next generation of AI infrastructure. The filing, released Thursday, provides a snapshot of Nvidia's stock positions at the end of the second quarter. The chipmaker holds stakes in a handful of firms operating across semiconductors, cloud infrastructure, and AI-driven life sciences. Its top positions, ranked by size, reveal a deliberate strategy to back companies positioned to fuel and benefit from AI adoption. One holding in particular stands out from the rest. Not only does it top the list of Nvidia's holdings, but Nvidia () also increased its exposure to the company significantly during Q2 2025, bringing the value of its stake to nearly $4 billion. More Tech News: Amazon's quiet pricing twist on tariffs stuns shoppersBank of America flags 3 breakout stocks to watch ahead of earnings For a business already at the heart of the AI trade, Nvidia's doubling down here demonstrates massive conviction in the partners helping build the backbone of the artificial intelligence industry. CoreWeave takes center stage for Nvidia That company is CoreWeave () , a cloud computing specialist focused on providing GPU-accelerated infrastructure for AI workloads. Nvidia raised its stake to roughly 24.28 million shares of CoreWeave during the quarter -- up from 17.9 million shares at the time of CoreWeave's IPO prospectus at the end of March -- valued at $4.33 billion as of this writing. That makes CoreWeave Nvidia's largest equity holding, representing more than 91% of its total portfolio on June 30. CoreWeave has quickly become one of the most closely watched private-to-public pipeline names in the AI ecosystem. By offering customized infrastructure designed for machine learning and generative AI, it has emerged as a critical customer and collaborator for expanded investment shows just how tightly aligned the two companies' futures have become. Other stocks in Nvidia's investment portfolio Arm Holdings Applied Digital Nebius Recursion Pharmaceuticals Beyond CoreWeave, Nvidia's portfolio also highlights exposure to several other AI-adjacent firms. Its second-largest position (representing roughly 4.1% of its portfolio) is Arm Holdings () the British semiconductor designer whose architecture underpins much of the mobile and edge computing world. Nvidia also owns modest stakes in Applied Digital () and Nebius (NBIS), which represent around 1.8% and 1.5% of its total portfolio, respectively. Both operate in the high-performance computing and data infrastructure space. Nvidia also owns a small stake in Recursion Pharmaceuticals () , a biotech leveraging AI for drug discovery. Together, these positions reveal that Nvidia is not just betting on selling GPUs, but on the broader network of companies creating demand for them. By taking equity stakes, the GPU giant enjoys potential financial upside while strengthening its strategic partnerships. How Nvidia is building an AI ecosystem For investors, Nvidia's growing exposure to CoreWeave and its ecosystem partners should serve as yet another indicator that the world's AI buildout is still in its infancy. While some skeptics warn of overheating in the sector, Nvidia's approach suggests the company views AI infrastructure as a long-term structural shift, not just a short-term market cycle. Just as Bill Ackman's hedge fund has tilted toward the "Magnificent Seven" in recent quarters, Nvidia is concentrating its financial firepower on companies it sees as foundational to the AI economy. If its CoreWeave bet pays off, it may further cement Nvidia's role as both a dominant AI chip supplier and an influential investor shaping the industry's next wave of quietly buys more stock in AI infrastructure favorite first appeared on TheStreet on Aug 17, 2025 This story was originally reported by TheStreet on Aug 17, 2025, where it first appeared.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store