The market is still skeptical about future data center spending. Nvidia's stock is priced at a cheap level.
Hyperscaler CapEx is going vertical.
A new AI power bloc is emerging across public and private markets. See which companies control the models, compute, and distribution that could define the next decade.
NVIDIA now controls the chokepoint for every major AI buildout, and some of the biggest names in tech are more exposed than their stock prices suggest. Five companies face a reckoning depending on how
Chip stocks are down on market worries about AI spending. Nvidia should enjoy the fruits of AI spending, since its products are the gold standard for AI development.
The AI boom is still in its early innings. Nvidia's next earnings release should provide updates on key catalysts.
Nvidia shares have surged on the generative AI revolution. A similar transformation seems to be brewing in robotics and automobiles.
Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report.
Sandisk is riding AI memory demand with strong revenue growth and bullish targets. See why it may offer more upside than NVIDIA.
Nvidia needs high-teen annualized returns to reach a $10 trillion market cap by 2030. AI infrastructure spending is expected to increase over the next five years, giving Nvidia room to grow.
Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in t
Gaming and Leisure Properties, Inc. (GLPI) Q2 2026 Earnings Call Transcript

Moonshot's Kimi Built With Nvidia Compute

02:55pm, Friday, 31'st Jul 2026
Chinese AI startup Moonshot's Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg's Peter Elstrom
Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.
NVIDIA (NVDA), a leading designer of processors for artificial intelligence and data centers, rose approximately 1.8% by Friday's close after Morningstar descri
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