Fresh optimism about OpenAI's finances is boosting some corners of the AI trade.
Nvidia still controls approximately 92% of the GPU market even as competition heats up. Microsoft stock's latest rout was based on overblown fears of slowed growth and increased spending.
Nvidia stock is slightly lower Tuesday after big gains on Friday and Monday. Fourth-quarter results are due Feb. 25.
Major stock indexes were mixed Tuesday, with the Dow Jones Industrial Average setting a fresh all-time high for a third consecutive session. Meanwhile, Treasury yields ticked lower after delayed U.S.
UBS downgraded the U.S. technology sector to neutral on Tuesday, citing pervasive uncertainty in the software industry and the likelihood that AI infrastructure spending will moderate soon.
Micron Technology has outperformed NVIDIA over the past year as surging HBM demand and tight supply position it as a compelling AI investment.
Over the past three months, some of the biggest names in the semiconductor industry have stalled out. NVIDIA NASDAQ: NVDA is up just 1% over that time, Broadcom NASDAQ: AVGO is down 1%, and Advanced M

Should You Buy the Dip in Nvidia Stock?

03:05pm, Tuesday, 10'th Feb 2026
Rising competition and geopolitical uncertainties are taking a toll on the Nvidia bull case. Nvidia is trading at its cheapest price in two years.
Taiwan Semiconductor is the primary manufacturer of several models of Nvidia's chips. The company recently announced strong January sales.

The Big 3: MU, NVDA, QBTS

01:01pm, Tuesday, 10'th Feb 2026
The "Fibonacci Princess" returns to the Big 3. Tammy Marshall with @ElliottWaveTrader highlights tech options trades she likes in Micron (MU), Nvidia (NVDA), and D-Wave Quantum (QBTS).

Is Nvidia a Buy?

01:00pm, Tuesday, 10'th Feb 2026
Spending to expand technical infrastructure is a top priority, and companies are showing no signs of holding back. Despite surging demand, Nvidia's customers are developing their own chips, which pres
Nvidia (NVDA) shares slipped on Tuesday, as investor concerns around potential tariffs on imported semiconductors showed signs of easing.The stock was down abou
AI chip company Nvidia "must live with" the licensing terms on sales of its second most advanced AI chip to China, Commerce Department Secretary Howard Lutnick said at a hearing on Tuesday.
Amazon and other hyperscalers are all raising their capital expenditures this year. Nvidia provides the infrastructure products that they need to spend on.
Nvidia stock edged lower early to slip below $190, as investors weighed signs of continued strength in the artificial intelligence market against persistent policy, cost and competitive risks that hav
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