In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big pic
Some of the companies that sent the stock market to record highs need a second glance, says Kevin Mahn. He only has Nvidia (NVDA) and Alphabet (GOOGL) in what he's calling the "AIR 7," or "AI revoluti
After the sudden May surge in shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) alongside the broader basket of semiconductor stocks, it feels like it's a given that Jensen Huang's GPU giant will
As Nvidia Corp (NASDAQ:NVDA) heads into earnings on Wednesday, investors may be paying less attention to the actual numbers — and far more attention to what CEO Jensen Huang says next.
Jensen Huang said Nvidia's rise came with years of humiliation and near-collapse. Nvidia's CEO said he wouldn't found the company again, knowing the pain involved.
The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surface
Nvidia stock was set for a three-day losing streak heading into its earnings report.
Plus, a solar-power revolution gets under way and Americans rebel against AI.
Blackstone is backing Google's artificial intelligence ambitions with a major investment in a new data center venture built around Google's in-house AI chips. The alternative-asset giant is committing
Nvidia is currently the largest company in the world as measured by market cap.
Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips can last.
Earnings slow down from this point forward, with only 611 global companies releasing results for Q1 this week. All eyes will be on the retail earnings (WMT, TGT, HD, LOW, TJX, ROST) and Nvidia results
Artificial intelligence has become Wall Street's favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses rac
Nvidia's Jonathan Ross said that "AI likes to use AI." Research shows that AI screening tools may favor résumés generated by the same AI models they use.

Could Cerebras Be the Next Nvidia?

05:10am, Tuesday, 19'th May 2026
Cerebras says its AI chip has outperformed current leaders.
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