Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...

While Meta surges on AI success despite DeepSeek concerns, Microsoft stumbles on cloud growth. How are these tech giants betting billions on AI's future?