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AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
Fidelity built a large-cap index fund that charges absolutely nothing, and the case against owning it has nothing to do with the fee.
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]
Alphabet's investment in SpaceX was a wise move.
Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."
Oil prices steadied after Brent crude pulled back from $90, as reports of progress in Middle East peace talks eased pressure on markets
Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.
What is Berkshire's new CEO waiting for to put more cash to work?
The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.
Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.
In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.
Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.
See how one Nvidia put option plays out for buyer and seller, from a real quote through potential outcomes at expiration, including the cost and breakeven for each side.
Until the price of Bitcoin recovers, Strategy is going to have a hard time attracting new investors.
Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.
Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh concerns about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process of running trained AI models to generate responses, has become one of the largest drivers of demand for computing capacity, prompting cloud providers and chipmakers to spend billions of dollars expanding AI infrastructure.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
The GPU giant's stock price has soared since its last split.
Larry Fink, the man who helped turn the home mortgage into a global financial product, has a new obsession. He recently compared the latest Nvidia-led consortium to the birth of mortgage-backed securities in the 1970s. It is a comparison that should make any investor sit up straight, not because it promises a golden age of […]
For the first time since Ronald Reagan was in his first term, the U.S. Strategic Petroleum Reserve has collapsed below a threshold that one analyst says renders it effectively gone, and the infrastructure meant to refill it may be too broken to matter.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
The pharmaceutical company hopes that another big-time acquisition will pay off.
To say that the proposal was controversial doesn't quite capture the strength of the backlash.
Walmart offers more consistency with boosting its dividend payouts, but Costco's special dividend is alluring.
ARKK and ARKG completely exited their respective positions in 10x Genomics.