The AI infrastructure build-out isn't expected to slow down next year. Meta Platforms and The Trade Desk should bounce back over the next few years.
Michael Burry is calling for proof of stockpiled Nvidia GPUs after a viral analysis questioned whether Jensen Huang's claim of six million Blackwell shipments matches the company's revenue, data-cente
Shares of Nvidia, Taiwan Semiconductor, and Alphabet have soared, but the companies have substantial earnings that help justify their returns. These companies are also AI leaders and are more likely t
Sen. Bernie Sanders warned that the greatest challenge of AI and robotics is ensuring they benefit humanity rather than concentrate wealth and power among tech billionaires like Elon Musk and Jeff Bez
Nvidia dominates the AI chip market, and that's fueled enormous revenue growth. Still, some investors worry about the potential impact of increasing competition.
Palantir trades at a stratospheric 109 times revenue while Nvidia's 24 times sales looks almost (almost!) reasonable by comparison.
After a prolonged rally throughout 2025, quantum computing stocks are starting to give back their gains. Big tech could serve as a backdoor way to gain exposure to the quantum computing opportunity.
Nvidia supplies the world's best data center chips for processing artificial intelligence (AI) workloads. The company is experiencing more demand than it can possibly supply, which is fueling financia
Trump claims he has restored ties with Elon Musk, signaling a thaw in their relationship after earlier conflicts, sparking attention in the tech and political world. Conservative advocacy groups, incl
Alphabet may be selling its custom AI chips to Meta Platforms. Broadcom is helping multiple AI hyperscalers design their own custom chips.
Bulltick Wealth Management LLC lessened its stake in shares of NVIDIA Corporation (NASDAQ: NVDA) by 22.9% during the second quarter, according to the company in its most recent 13F filing with the Sec
A popular ETF dropped Big Tech stocks, which gets at an important issue: Is the bet on artificial intelligence a vast potential profit pool, or a money pit?
Cannon Advisors Inc. lowered its position in NVIDIA Corporation (NASDAQ: NVDA) by 32.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commissio
Kevin O'Leary and Jensen Huang warned that the US is falling behind China in data center construction due to slow permit approvals.
Nvidia CEO cautions about China's potential advantage in global AI race due to rapid infrastructure growth and energy resources.
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