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US megacap tech stocks, including Nvidia and Microsoft, face a sharp valuation reset amid geopolitical tensions, rising yields, and AI spending concerns, but improved valuations and strong earnings g…
Wells Fargo suggests Nvidia's $1 trillion data center revenue forecast is conservative, expecting 15-20% higher demand driven by AI-focused GPUs and rapid growth in cloud providers' AI capacity throu…
Elon Musk announced Tesla's $20 billion investment in a cutting-edge semiconductor plant for AI chips, targeting 2027 production. This threatens Nvidia’s market share, while Tesla's ambitious AI and …
Nvidia’s CEO announced a doubled AI revenue outlook of $1 trillion from 2025-2027, but shares dipped slightly amid macroeconomic concerns and cautious investor sentiment despite Wall Street’s sustain…
Nvidia founder Jensen Huang highlights AI as massive infrastructure demanding large skilled labor, boosting Nvidia as a key AI hardware supplier amid broad industry AI adoption and moderate job losse…
DeepMind CEO Demis Hassabis states that artificial general intelligence is still at least five years away, indicating no immediate breakthrough for Google's AI development.
Nvidia faces downside risk due to potential cuts in AI infrastructure spending by major tech firms, threatening growth and high valuation supported by AI data center investments.
IMF projects 3.3% global GDP growth in 2026, boosted by technology investments. AI infrastructure drives semiconductor sales growth benefiting Microsoft, Amazon, Alphabet, and NVIDIA amid strong labo…
Barclays views recent AI-driven tech selloff as overdone, highlighting strong capex demand from Google and Amazon and a supportive macroeconomic environment boosting investor optimism.
Nvidia CEO Jensen Huang dismisses fears that AI will disrupt the software industry, calling such worries illogical amid recent software stock selloffs.
Microsoft shares dip ahead of quarterly results focused on strong cloud growth and AI investments, including a new second-gen AI chip to reduce Nvidia reliance and control costs.
Apple delivered a strong quarter with revenue growth of 7.9%, narrowly beating estimates. Analysts expect continued growth of 11.1% revenue and $2.67 EPS for the upcoming earnings, indicating positiv…
Nvidia expands its partnership with CoreWeave by purchasing $2 billion in stock to scale AI infrastructure, aiming to build over 5 gigawatts of AI factories by 2030, signaling strong growth potential…
Nvidia shares dipped slightly but are supported by robust AI capital expenditure growth and strong demand prospects, especially from China. Upcoming earnings from Microsoft and Meta may influence Nvi…
Nvidia CEO highlights AI-driven growth boosting skilled trade jobs and wages amid rising AI investments, supporting hardware demand and investor optimism.
Elon Musk will attend the World Economic Forum in Davos for the first time, signaling possibly renewed engagement and investor interest in Tesla and his broader business ventures.
Nvidia highlights AI-driven infrastructure demand boosting skilled labor wages and data center growth, despite geopolitical risks in China and workforce disruption concerns.
Citigroup lowered Apple's price target due to rising memory costs, causing stock decline, while Wedbush remains bullish citing strong profit growth and limited tariff impact concerns.
Jefferies raised Nvidia's price target citing strong revenue growth, favorable long-term outlook, and eased US export rules, despite some tariff risks and emerging competition in AI chips.
Nvidia faces a 25% tariff on H200 AI processors from Jan 2026 but expects $30B revenue from China. RBC Capital Markets initiates 'outperform' rating, citing Nvidia's strong position in a growing AI c…