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Morgan Stanley lifted its price target on Oracle, sparking a 5% rally and lifting CoreWeave 3%. The move validates ongoing aggressive AI cloud infrastructure spending and massive GPU demand, improvin…
Nebius posted surging revenue with multi-billion-dollar deals from anchor clients Microsoft and Meta, while IREN expanded AI Cloud deployments for Microsoft. Both firms highlight aggressive data cent…
Nebius Group plans to raise $4.5 billion via private convertible notes to fund data center expansion and GPU acquisitions. The move highlights sustained massive infrastructure spending across the AI …
An AI-native cloud infrastructure firm reported 29% revenue growth, raised FY2026 guidance to ~30%, and highlighted surging demand for GPU-based inference and open-weight models, signaling strong AI …
NVIDIA aims for $20 billion in Vera AI revenue by January, starting full production of the CPU. The company also secured a major Australian data-center deal with SharonAI and received U.S. approval f…
CoreWeave successfully validated NVIDIA's next-generation Vera Rubin NVL72 AI platform, highlighting strong hardware adoption. This achievement reinforces NVIDIA's leadership in high-performance AI i…
NVDA surged 4.39%, indicating positive market sentiment driven by potential positive catalysts or broader semiconductor sector strength.
Nvidia partners with Ineffable Intelligence to develop reinforcement-learning AI agents, leveraging Grace Blackwell and Vera Rubin platforms for large-scale infrastructure.
Nvidia is aggressively expanding into enterprise AI agents with its open-source NemoClaw platform, strengthening its AI hardware dominance and software ecosystem, driving bullish investor sentiment a…
Nvidia insiders sold nearly $4 billion in stock amid massive AI-driven growth, with the company adding $4.1 trillion in market value in 2023 due to GPU demand and high margins, highlighting strong bu…
Nscale, an AI infrastructure firm backed by Nvidia and others, raised $2B to expand its vertically integrated AI platform amid growing global AI processing demand.
Nvidia invests $2 billion in CoreWeave, doubling its stake to expand AI data center capacity, fueling demand for AI infrastructure and strengthened partnership.
NVIDIA's CEO confirms AI is entering a large infrastructure buildout phase, with strong demand for GPUs and substantial future spending expected across multiple industries.
Nvidia is highlighted as a strong buy amid growing AI investments and a $100 billion commitment with OpenAI, boosting GPU demand and signaling strong long-term market momentum.
Nvidia CEO Jensen Huang highlights AI's broad economic benefits and strong demand for GPUs, advocating increased investment despite bubble fears, supporting sustained growth for Nvidia and AI infrast…
NVIDIA’s AI-driven growth remains exceptional with strong beats on revenue and EPS, fueled by broad industry and government demand for its GPUs, highlighting robust prospects through 2026 despite val…
HSBC anticipates a tech-driven rally in China fueled by AI advances, DeepSeek’s AI framework, and Nvidia’s potential GPU price increases, boosting semiconductor and consumer stocks in the near term.
Nvidia is highlighted as a strong buy due to robust AI-driven growth forecasts, a recent technical breakout, and improving earnings estimates, supported by easing US-China trade tensions and high AI …
Barclays projects Nvidia shares could jump 55% by 2026 driven by rising AI demand, new chip launches, and expansion into China with H200 processor shipments.
Barclays highlights Microsoft and Nvidia as top AI spend beneficiaries with strong growth prospects; Nvidia favored for long-term GPU dominance, while Microsoft’s AI business is set to accelerate pro…