The convergence of Agentic AI and Physical AI suggests that AI doomsdayers are far too early.
Cory Johnson with Epistrophy Capital Research and Daniel Newman with Futurum recap the tech-filled week during Nvidia's (NVDA) GTC 2026 conference. Among the topics they discuss: how Nvidia will grow
Nvidia Corporation remains the far dominant force in AI, with GTC unveiling a $1T+ revenue opportunity through 2027, driven by Blackwell and Vera Rubin systems, and more. NVDA's rapid integration of G

Nvidia, AMD Rally As War Fears Ease

01:18pm, Monday, 23'rd Mar 2026
Nvidia (NVDA) and AMD (AMD) helped lead a strong bounce in chip and AI stocks on Monday, as easing tensions between the U.S. and Iran gave markets a bit of brea
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has delivered one of the most remarkable growth stories in semiconductor history, but with the stock trading at $177.47 and a five-year return of 1,247.77%
We're witnessing a transition to AI factories and robotics from GPUs, says Steven Dickens in recapping Nvidia's (NVDA) GTC 2026 conference. He believes moving inference to real-world use cases offer a

Geopolitical Thaw: Why this Rally has Legs

12:35pm, Monday, 23'rd Mar 2026
Ultimately, Wall Street thrives on the resolution of uncertainty. With the immediate threat of conflict cooling and technical indicators pointing toward a washout of sellers, the path of least resista
I believe Amazon.com, Inc. may have largely solved its Anthropic overhang, as the OpenAI Pentagon deal through AWS reduces a key risk tied to government and defense AI demand. The 1 million-GPU Nvidia
Shares of Nvidia rose as much as 3.1% to $178.08 on Monday, tracking a broader market rally after signs of easing geopolitical tensions in the Middle East. US equities moved sharply higher after Presi
The large figure and future demand for the company's AI chips did little to win over investors, something that tech investor Gene Munster says might show expectations for the tech giant are too low.
Analysts expect AI data center spending to continue soaring over the coming years. Can Nvidia capitalize on the AI trend to reinvigorate its gaming segment?
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) announced on Monday that it and Emerald AI are collaborating with several major US energy companies to develop a new class of “AI factories” designed to opera
Nvidia's leading position as the premier provider of graphics-processing units has resulted in tremendous returns for its shareholders. The company's ongoing success is solely dependent on the AI secu
Microchips look like they're going to jump at the open, as traders are reacting to the idea that the Americans and Iranians are talking. But are they?
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up roughly 2% in Monday morning trading, offering a modest but welcome rebound after a rough stretch to start 2026.
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