Speaking on the Inside Economics podcast alongside Moody's chief economist Mark Zandi, Galloway cast heavy doubt on the sky-high expectations surrounding AI-centric companies.
Research analysts from Bank of America note the ongoing sell-off across the technology sector is overblown.
Nvidia needs AI infrastructure spending to continue to increase for the stock to have more upside from here. Nvidia is much more than a GPU company today, which sets it up to see strong growth.
Nvidia-backed startup Reflection AI is in talks to ​raise $2.5 billion at a ‌valuation of $25 billion, the Wall Street Journal reported on Wednesday, ​citing people familiar with ​the matter.
Reflection is one of several startups working alongside Nvidia to build powerful, freely available “open-source” AI models.
Nvidia believes lifetime sales of its major chip systems will reach $1 trillion. If its management is right, we could see far greater data center spending over the next few years.
"Tech dips" can enable investors to buy high-quality stocks at a fair (or more than fair) price. Investors do not have to make their purchases all at once.
The new collaboration, unveiled Tuesday, could redefine how reactors are designed, permitted, built and operated—and potentially send nuclear-focused stocks soaring as the technology reshapes projec
SLB (SLB, Financials) and Nvidia (NVDA, Financials) have been working together since 2008 to create AI infrastructure and domain-specific models for the energy
CEO Jensen Huang expects Nvidia to sell at least $1 trillion in Blackwell and Vera Rubin chips through 2027. Artificial intelligence (AI) spending shows no signs of slowing, and Nvidia should continue
How should you invest in AI right now? Gene Munster of Deepwater Asset Management shares his strategy, top AI stocks, and why smaller companies, not just Big Tech, could drive the biggest gains next.

This Move Pulls Tech Deeper Into Washington

12:34pm, Wednesday, 25'th Mar 2026
Meta (META), Nvidia (NVDA), and some of the biggest names in tech are being pulled closer into Washington, as President Donald Trump taps industry leaders to he
President Donald Trump has appointed 13 tech leaders to an advisory committee focused on strengthening American leadership in science and innovation.
Legendary business exec Jack Welch had a view on this subject that retail investors may still find useful today.
Investors concerned about Big Tech's massive AI capital expenditures may be drawn to lush capital returns within the energy sector.
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