Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.
Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company ...
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.
"Microsoft’s outperformed just about every other asset I could have owned. It’s a little hard to say that it hasn’t worked ...
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Nvidia's stock was surging 3.4% in recent trading and has climbed tktktk amid a 3-day win streak amid [broad interest in chips stocks]( ...