The Week In AI: Scaling Wars and Alignment Landmines

By Kevin Cook | July 02, 2025, 2:16 PM

Mentioned In This Article

47 min	Nvidia Kyber Rack Reportedly Delayed to 2028 NVDA GuruFocus.com
47 min	Tesla Stock Climbs as Robotaxi Expansion Reaches Miami TSLA +5.50% GuruFocus.com
50 min	SpaceX-Tesla Merger Could Create Nearly $4 Trillion Giant TSLA +5.50% GuruFocus.com
50 min	Tesla's Delivery Strength Forces Wall Street to Reassess TSLA +5.50% GuruFocus.com
50 min	Nvidia underperforms peers as report sparks rack delay worries NVDA Investing.com
51 min	Cathie Wood Doubles Down on Tesla and SoFi With Fresh Million-Dollar Buys TSLA +5.50% GuruFocus.com
1 hour	NVDA Stock Climbs Over 1% Nvidia Says Its AI Roadmap Is Intact After Report Of Kyber Rack Delay NVDA Stocktwits
1 hour	The AI Trade Is Off to a Hot Start This Week as Chip, Memory Stocks Surge TSM Investopedia
1 hour	AMD Gains AI Customer as $600 Million Self-Driving Startup Adopts Its GPUs NVDA GuruFocus.com
1 hour	Micron Stock Rises After Landing Major Long-Term Ford Deal META GuruFocus.com
1 hour	Broadcom shares jump after surprise five-year Apple chip deal META GuruFocus.com
2 hours	Morgan Stanley sees smarter AI cloud path for Meta META GuruFocus.com
2 hours	'We'll be out of business': Jensen Huang bet his last dollars on a chip he never held in his hands and it saved Nvidia NVDA Moneywise
2 hours	Broadcom Stock Jumps on Extended Apple Partnership. It's All About 'Edge AI.' META Barrons.com
2 hours	Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch META Trefis