TSMC published its Q4 report this morning and posted sales and earnings that beat Wall Street's expectations. Nvidia relies on TSMC to manufacture its chip designs, and today's quarterly report contai
BlackRock (BLK) and Microsoft (MSFT) have raised substantial capital for AI infrastructure. BlackRock has raised $12.5 billion so far under its AI infrastructur

Nvidia Backs AI Math Startup Harmonic

01:23pm, Thursday, 15'th Jan 2026
Nvidia (NVDA) is continuing to deepen its footprint across the AI ecosystem, this time backing Harmonic, a startup focused on building AI models designed to sol

AI Chips Seen Crossing $550B by 2028

01:19pm, Thursday, 15'th Jan 2026
RBC Capital Markets sees the AI semiconductor market more than doubling over the next few years, with revenue tied to AI applications forecast to climb from $22

Nvidia Stock Is Flat

01:08pm, Thursday, 15'th Jan 2026
Nvidia Corporation delivered strong Q3 FY2026 results, with revenue up 26% to $57B and robust Data Center growth. NVDA maintains a dominant AI market position, justifying premium valuations despite a
Nvidia's stock is lagging semiconductor peers in the wake of TSMC earnings — underscoring both its well-trodden narrative and the self-reinforcing outperformance of memory stocks.
The U.S. government announced last year that it would allow the sale of Nvidia's H200 chips to China. In the past, however, the Chinese government advised companies not to buy Nvidia chips.
RBC initiated Nvidia with a $240 target, citing $500B+ backlog and surging enterprise demand. Barclays upgraded Dell to overweight on AI server order strength and expanding enterprise opportunities.
As investors debate whether the AI boom has gone too far, RBC Capital Markets is laying out why the semiconductor sector still has room to run, and which corners of the market stand to benefit most.

Why Nvidia Shares Are Climbing Today

11:57am, Thursday, 15'th Jan 2026
Nvidia (NVDA) traded higher Thursday after a pair of developments that could lift demand for its AI chips: stronger-than-expected results and a bigger capital-s
After months of rumors the Trump administration was going to impose tariffs on semiconductors, a tariff has been announced for some chips. The tariff only applies to certain semiconductors, including

Why Nvidia Stock Jumped Today

11:44am, Thursday, 15'th Jan 2026
Fears of a slowdown in AI infrastructure expansion seem to be unfounded. Nvidia supplier Taiwan Semi plans capital expenditures to rise well above expectations this year.
Major stock indexes advanced Thursday as tech shares surged on record earnings from AI chipmaking giant TSMC, while oil prices sank as President Donald Trump dialed down the threat of a U.S. military
Nvidia stock rose early on Thursday, with the artificial-intelligence chipmaker benefiting from strong earnings at its key supplier Taiwan Semiconductor Manufacturing Co. and fresh clarity around the
Taiwan Semiconductor Manufacturing Co. (TSM) has outlined a sharper-than-expected step-up in capital spending, signaling management's view that the artificial i
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