AI infrastructure spending is running at a pace that would have seemed absurd two years ago, and three chip suppliers are collecting the biggest checks.
Rocket Lab and Planet Labs have potential, but there is too much speculation in space stocks right now.

Nvidia Expands AI Push in Japan

12:13pm, Thursday, 16'th Jul 2026
Nvidia (NVDA, Financials), the chipmaker behind many of the systems powering artificial intelligence, is widening its reach across Japan's largest industries.Du
The chips are down today.
I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback aut
On the July 16 episode of The Investing for Beginners Podcast, co-host Stephen Morris drew a hard line around AI stocks, arguing investors should stay away from anything the government will regulate.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) sit on opposite ends of the same AI supply chain.
The artificial intelligence boom has created one of the largest semiconductor investment cycles in history.
Artificial intelligence remains the biggest force driving the stock market in 2026.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
This article was written by Doug Nathman, with research by his team at Trefis.
TSMC's Q2 earnings outperformance and significant capex raise reinforces the durability of robust AI and HPC demand critical to Nvidia's outlook. The accelerating N3 ramp and higher HPC mix provide ta
Nvidia stock has been slow to rally but business in Japan and a robotics push could help in the future.

Nvidia: Jensen Huang Just Blessed His Own Shares

09:28am, Thursday, 16'th Jul 2026
Nvidia Corporation remains a dominant AI platform leader, with CEO Jensen Huang directly refuting recent Vera Rubin and Kyber production delay rumors. Kyber rack innovations are set to double GPU dens
I keep buying NVIDIA. Every paycheck, every pullback, every time the headlines swing bearish on AI capex, I click buy again on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction).
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