China's AI trade is starting to look much bigger than chips. Zhongji Innolight, a Chinese optical transceiver maker and Nvidia (NVDA) supplier, has overtaken Co
Nvidia (NVDA) is getting a familiar warning as TS Lombard compares its AI fueled rise with Cisco's run during the dot com boom.Analyst Dario Perkins said Nvidia
As long as AI hyperscalers continue to increase their spending, the chipmaker will thrive.
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, accor
NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced the integration of NVIDIA's Build Your Own Transaction Foundation Model developer example into i
The AI semiconductor trade is evolving beyond NVIDIA Corp. (NASDAQ:NVDA) . As investors look for the next phase of AI infrastructure growth, Wall Street is highlighting Broadcom Inc. (NASDAQ:AVGO) and
I've been holding NVIDIA for over 15 years and Apple since 2012, so when financial advisor Wes Moss told a caller on The Clark Howard Podcast on June 2, 2026 that the S&P 500 is not what most people t
Short of Chinese producers of “rare earths” literally hoarding them, there's no keeping them out of the United States. Production begets imports, and with the U.S. economy by far the world's most

Why Nvidia stock is outperforming AI peers today

10:44am, Thursday, 04'th Jun 2026
Nvidia (NVDA) shares edged lower on Thursday but held up considerably better than many semiconductor peers as investors digested a sharp sector-wide selloff triggered by Broadcom's earnings report. Nv
For much of the past year, Wall Street has debated whether the semiconductor rally is a once-in-a-generation earnings cycle or bubble.
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.

5 Things to Know Before the Stock Market Opens

09:06am, Thursday, 04'th Jun 2026
Stocks are largely moving lower ahead of the opening bell Thursday as chip stocks pull back from recent highs, while oil prices fall are falling amid fresh developments in the Middle East; Broadcom sh
Nvidia stock was suffering comparatively modest losses after Broadcom earnings triggered a chip sector slump.
Jim Cramer spent a segment on CNBC's Mad Money on June 2, 2026 reintroducing investors to a company most stopped thinking about around the launch of the original iPhone.
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