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AI: Late 2026 will be inflection point for these hyperscalers
Nvidia (NVDA) announced a $2 billion investment in chip software manufacturer Synopsys (SNPS), while OpenAI (OPAI.PVT) takes an ownership stake in Thrive Holdings and strikes a deal to be Accenture's (ACN) primary artificial intelligence partner. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani chats with Allie Canal about the AI trade in the context of "circular investing" concerns and his outlook on which hyperscalers may have opportunities to pull ahead of the competition in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination. Dec 1, 2025 - $SNPS
Circular Financing Worries Surround Nvidia
Fiona Cincotta, senior analyst from City Index, says worries around Nvidia's circular financing are here to stay as they announced a $2 billion investment in Synopsys. She speaks with Caroline Hyde and Ed Ludlow on "Bloomberg Tech." Dec 1, 2025 - $SNPS
Stocks to Watch Monday: Strategy, Coinbase, Airbus, Apple
↘️ Strategy (MSTR): The crypto treasury company cut its outlook and sold shares to establish a reserve as the company contends with the recent bitcoin price slide. The stock fell as much as 12%, then recovered to close about 3% lower. Dec 1, 2025 - $SNPS
Synopsys Just the Latest to Strike a Deal With Nvidia. What It Means for the Stock.
Nvidia said Monday that it had taken a $2 billion stake in Synopsys part of an expanded partnership that could see artificial intelligence play a bigger role in industrial design and engineering. Synopsys stock rose 4.9% to $438.29 on Monday, while shares of Nvidia, the leading maker of chips for artificial intelligence, rose 1.7% to $179.92. Nvidia said it had invested $2 billion in Synopsys common stock at a purchase price of $414.79 a share. Dec 1, 2025 - $SNPS
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