Alibaba , ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with kn
Global corporate spending on data center infrastructure and compute is projected to surpass $600 billion in 2025, nearly double 2023's figure. A few technology companies are well-positioned to benefit
Nvidia's (NVDA -0.24%) latest quarterly earnings were a textbook example of the importance of expectations.

Why small cap stocks could outperform Nvidia

05:50pm, Wednesday, 03'rd Sep 2025
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Small-cap stocks might be the next big thing.
Qualcomm Inc. NASDAQ: QCOM has long been a frustrating stock to both watch and own. The company is firmly embedded in the red-hot semiconductor industry, has a track record of consistently beating Wal
Semiconductor giant Broadcom Inc AVGO reports third-quarter financial results after market close on Thursday.
Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes. Market risks are rising as valuations stretch, yield curves steepen, and concentration in
Trading in NVIDIA Corporation  NVDA was quiet on Wednesday. But the shares have dropped about 7% over the past week.
AI will continue to drive chip stocks and is “an area of relative certainty” against a changing geopolitical and economic backdrop, Cantor analysts say.
Nvidia (NVDA 0.45%) shares are trading up about 30% this year, through the week ending Aug. 29, driven by the frenzy around artificial intelligence (AI). The semiconductor chipmaker's stock bounced ba

Alibaba Won't Disrupt Nvidia With 7nm Chips.

11:39am, Wednesday, 03'rd Sep 2025
Despite positive momentum and a cheap FWD P/E ~18, I maintain a long-term Sell rating on Alibaba Group Holding Limited stock due to lack of a compelling growth story and persistent secular bearishness
Shares of both Alphabet Inc GOOG GOOGL and Apple AAPL are trading higher on Wednesday after a ruling from a U.S. judge.

I like these AI Stocks Better Than Nvidia

11:17am, Wednesday, 03'rd Sep 2025
Has Nvidia (NASDAQ:NVDA) stock finally peaked after failing to march higher following a quarterly result that can only be described as strong, but not surprisingly so?
Opening Bid anchor Brian Sozzi breaks down the latest market news for September 3, 2025. Nvidia has seen its shares decline since its big Q2 earnings report.
MU's soaring earnings, cheaper valuation and deep AI supply-chain role give it the edge over NVDA in the AI hardware race.
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