Palantir Technologies Inc. (PLTR) heads into its Q4 2025 earnings with momentum, but the company faces a high bar. Investors keep a close eye on whether Palanti
Amazon.com Inc. (AMZN) is in discussions to invest up to $50 billion in OpenAI, a move that could deepen an existing relationship centered on supplying computin
Microsoft Corp. (MSFT) shares came under heavy pressure after its latest earnings release, with Microsoft closing down 10% on Thursday and wiping roughly $357 b
Alibaba unveils self-developed AI chip, Zhenwu 810E, targeting Nvidia's dominance in China. Chip has been deployed at scale by Alibaba Cloud.
Elemental Capital Partners LLC purchased a new position in NVIDIA Corporation (NASDAQ: NVDA) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commissi
Bogart Wealth LLC cut its stake in NVIDIA Corporation (NASDAQ: NVDA) by 15.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The
Dan Ives IDs Tesla and Nvidia as the top "Physical AI" plays, forecasting a $800 bull case for Tesla as the "golden year" of 2026 approaches.
Allen Capital Group LLC grew its stake in NVIDIA Corporation (NASDAQ: NVDA) by 6.1% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchang
China has given its top AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter t
In today's video, I discuss recent updates affecting Nvidia (NVDA +0.63%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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Nvidia CEO Jensen Huang said during a Taiwan visit that AI's rapidly rising memory needs are reshaping the chip industry.
Nvidia's stock has been sluggish to start 2026, as investors may be thinking twice about its valuation. Spending on artificial intelligence is expected to remain strong in the near future.
Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.
NVDA's lofty valuation faces trade risks and competition, yet easing China tensions and booming AI demand keep the market confident.
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