AI, NVIDIA and Microsoft

Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, ...
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great ...