The Big 3: PLTR, NVDA, GOOGL

12:34pm, Friday, 13'th Mar 2026
Tim Bohen (@Stockstotrade) braves wintry weather in Michigan to join the latest Big 3 segment on @SchwabNetwork. He and Jenny Horne discuss the fundamental setups for a trio of notable AI names: Palan
Nvidia's $2 billion investment gives Nebius financing support and ecosystem validation for its plan to deploy more than 5 gigawatts of AI capacity. Nebius reported $227.7 million Q4 revenue and expect
Broadcom expects to generate $100 billion in AI semiconductor revenue by the end of 2027. The tech giant's custom computing units have emerged as a viable alternative to Nvidia's GPUs.
Shares of Nvidia have cooled in the past few months after years of extraordinary gains. The stock was trading lower at the time of writing after opening higher earlier in the session.
ByteDance is set to get access to around 36,000 of Nvidia's B200 chips, The Wall Street Journal reported,
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Microchips look a little bit lackluster to kick off Friday as we are sitting somewhat flat. However, considering the world is on fire – this is impressive.
Applied Digital lost its biggest backer, but it's still growing like a weed.
CHICAGO, March 13, 2026 /PRNewswire/ -- Reply [EXM, STAR: REY] will present at NVIDIA GTC from 16 to 19 March 2026 in San Jose, California, how companies can optimize real production and logistics pr
Billionaire Steven Cohen's Point72 hedge fund owns nearly 4,000 different stocks. The portfolio's largest positions are AI infrastructure stocks.
Recently, Zacks.com users have been paying close attention to Nvidia (NVDA). This makes it worthwhile to examine what the stock has in store.
Nvidia Corporation CEO Jensen Huang has been deliberately emphasizing the agentic AI inflection in his recent commentary, which likely sets the tone for upcoming GTC 2026 revelations. A Groq-based LPU
The Nvidia (NASDAQ:NVDA | NVDA Price Prediction) deals are continuing to come in fast, perhaps too fast for the retail crowd to keep up with.
Nebius Group N.V. receives a pivotal and welcomed $2B investment from Nvidia, reinforcing confidence in its full-stack AI cloud buildout. NBIS aims to scale AI data center capacity to over 5GW by deca
S&P 500 futures are pointing +0.37% higher ahead of Friday's open, a modest recovery attempt after the index shed 1.52% on Thursday flirts with $100 a barrel pricing.
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