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Nvidia CEO forecasts $1 trillion in data center hardware sales by 2027, driven by strong AI demand and new AI server shipments, signaling robust growth despite geopolitical risks affecting the broade…
Wedbush Securities rates Apple and Microsoft as defensive top picks amid geopolitical uncertainty, emphasizing Microsoft's cloud and AI strength and Apple's solid device lineup and cash flow.
The US FTC intensifies its investigation into Microsoft, examining its cloud and AI businesses and questioning rivals, increasing regulatory risks for the company.
Nvidia, Microsoft, and Amazon are negotiating a combined investment of up to $60 billion in OpenAI, signaling strong confidence in AI growth and expansion prospects.
Meta acquires AI startup Manus to enhance agentic AI across platforms, amid major AI investments and partnerships involving Nvidia, Microsoft, Amazon, and others.
Nvidia leads AI chip innovation, with Alphabet and Microsoft expanding AI efforts, creating competitive tension in tech. Small-cap growth may rise next year. AI's impact on productivity and jobs rema…
Nvidia faces increased AI competition from Alphabet and others, causing a stock pullback despite strong revenue growth and bullish analyst outlooks. The company invests heavily in AI scale and versat…
Microsoft-backed OpenAI aims for over 220 million paying ChatGPT users by 2030, signaling strong growth despite needing $207 billion funding for expansion.