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Vistra secured 20-year power purchase agreements with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW. Additionally, Vistra partnered with Nvidia and KKR on the Helix Digital Infrastructure v…
Nvidia is expanding its collaboration with Palantir to deploy a sovereign AI stack across critical supply chains, starting inside Nvidia's internal operations. The deployment integrates Palantir's On…
Zacks highlighted founder-led market winners, spotlighting NVIDIA with a Zacks Rank #1 (Strong Buy). Accelerated AI infrastructure adoption across hyperscalers and upcoming Blackwell Ultra and Vera R…
Jim Cramer declared the 'SaaSpocalypse' narrative dead following major rallies in software leaders Palantir and Salesforce. Cramer attributed the surge to strong earnings and the collapse of short-se…
New research shows AI-driven profit gains spreading beyond tech into diverse industries, suggesting a broad economic boom rather than an isolated AI bubble, supporting long-term bullishness on the S&…
Nokia partners with Nvidia and Dell on AI-powered 6G RAN tech, targeting a $50B+ market by 2030s. Bullish long-term for Nvidia's telecom AI accelerator expansion, though impact is modest relative to …
Nvidia (NVDA) is partnering with Kawasaki Heavy Industries to develop AI-powered robots for a "next-generation digital shipyard" in Japan. This collaboration aims to utilize Nvidia's AI and simulatio…
Fed's 25bp cut and promise of more pushed indexes to records; mega-caps led by NVIDIA (NVDA) drove gains while small caps rallied as rate-cut odds rose. Small caps now look cheaper and could benefit …
During President Trump's UK state visit, leaders expect over $10bn in deals; Google pledged £5bn for a UK data centre and Nvidia's CEO will attend talks focused on AI and transatlantic investment.
Macquarie says AI disruption is real and still in early stages, highlighting Nvidia, Google and Microsoft while warning agentic AI rollout will be slower due to trust, security and data readiness iss…