8:27am ET
Investing
The AI Bubble That Isn’t
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
Companies
/Technology
NVIDIA Corp
$226.87
▲ $17.21 (+8.21%) today
Markets open · 3:42pm ET
NVDA Coverage
Page 94
6:58am ET
Investing
Bloomberg: Broadcom’s Google deal proves AI infrastructure demand competing with Nvidia
The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here’s Bloomberg’s Neil Campling: “The key factor is this is a five-year long-term agreement between Broadcom and Google.…
12:15pm ET
Investing
Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy
AI chips are no longer just training models in giant data centers on Earth but are also going to the Moon, analyzing images from lunar orbit before beaming back only the insights…
Rich Duprey 11:47am ET
Investing
Prediction: This Unloved AI Stock Has What it Takes to Outrun NVIDIA
It’s hard to tell what can get those stalled shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) going again. There’s still a lot of growth and innovation going on underneath the hood.…
10:17am ET
Investing
Nvidia Chips Are Getting Stolen
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions…
10:15am ET
Investing
FELG’s Quant Edge Beats the Russell 1000 Growth Index, With a Catch
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries to beat it, using a quantitative multifactor model to tilt toward companies…
9:12am ET
Investing
Live Nasdaq Composite: Tech Stocks Soar, Oil Falls on Long-Awaited Mideast Ceasefire Deal
Live Updates Biggest Gainers11:53am ETHere’s a few of the stocks driving today’s market rally: Carnival Corp (NYSE: CCL) is up 10.5%. United Airlines (NYSE: UAL) is gaining 10.2%. Ciena Corp (NYSE: CIEN)…
8:32am ET
Investing
Nvidia Price Prediction: 1 Year Bull and Bear Case
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares have pulled back from their 52-week high while the underlying business accelerates. Here is where our model lands. 24/7 Wall St. Price Target Summary Metric…
6:13am ET
Investing
Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO
Doug Clinton, CEO of Intelligent Alpha, was asked a simple question in a recent interview: which AI companies are the safest bets for investors in public markets right now? His answer: I…
11:51am ET
Investing
Gemini Falls Behind ChatGPT As Grok Disappears
Sensor Tower’s “Top Charts” for downloads from the Apple App Store shows OpenAI in first place, followed by Google’s Gemini and Anthropic’s Claude. xAI’s Grok doesn’t make the top 25. The Apple…
11:01am ET
Investing
Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
8:08am ET
Investing
Wealth Manager: “Hard to See a World Where You’re Not Investing in AI” Buy These Dips Now
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
11:33am ET
Investing
Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now
Nvidia (NASDAQ: NVDA | NVDA Price Prediction) and Palantir Technologies (NASDAQ: PLTR) both reported blockbuster quarters and sit at different layers of the same AI wave. Nvidia sells the physical infrastructure that…
11:30am ET
Investing
Billionaires Are Buying up These 3 Stocks Like Hot Cakes
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy…
10:54am ET
Investing
Eli Lilly’s Path to $1 Trillion Runs Directly Through the AI Boom
Eli Lilly (NYSE:LLY | LLY Price Prediction) has built one of the most remarkable growth stories in modern pharmaceutical history through its GLP-1 franchises. Mounjaro and Zepbound conquered the weight-loss market, giving…