I ended last year with two in-depth articles about Nvidia. I thought when I was writing “What’s Next for Nvidia Stock in 2026” that there would be no more Nvidia news for a while. Then Nvidia completed its investment in Intel, and I wrote “Nvidia Delivers on a Key 2025 Promise,” a detailed analysis of … Read more
The S&P 500 is trading at the second most expensive valuation in its history right now. Investors should never try to time the market as this often leads to missed gains. However, it can be useful to keep a shortlist of quality stocks to grab if the market stumbles. 10 Stocks We Like More Than … Read more
LAS VEGAS (AP) — Sure, Nvidia, AMD and Intel all had big announcements about AI chips and platforms on the first day of CES 2026, but all audiences wanted to see was more about Star Wars and Jensen Huang’s little robot friends. CES is a huge opportunity every year for companies big and small to … Read more
AMD is poised to become a growing competitive threat to Nvidia. CoreWeave’s dedicated artificial intelligence (AI) cloud ecosystem benefits from rapid growth in demand. Upstart could disrupt the loan evaluation market with its AI-powered tool. 10 Stocks We Like More Than Advanced Micro Devices › Artificial intelligence (AI) stocks led the market higher as some … Read more
Rigetti is making progress, but his quantum computing systems are prone to errors, and the company is burning money. IBM, meanwhile, is a quantum company, backed by its legacy business. This allows IBM to attack quantum computing with two very different chips. 10 Stocks We Like More Than International Business Machines › Give up the … Read more
The development of artificial intelligence (AI) has been ongoing since 2023, but it is far from over. AI hyperscalers have almost completed their record capital spending for 2025, but have already informed their investors that 2026 will be a year of even higher spending. While some investors are increasingly worried by these numbers, some of … Read more
SHANGHAI, Dec 17 (Reuters) – MetaX Integrated Circuits surged 700 percent in its Shanghai market debut as the Chinese AI chip maker benefited from a strong boost sparked by Beijing’s efforts to reduce reliance on chips from U.S. firms Nvidia ( NVDA ) and Advanced Micro Devices ( AMD ). Founded by former AMD executives, … Read more
Dec 17 (Reuters) – Alphabet’s Google is working on a new initiative to improve its artificial intelligence chips running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening Nvidia’s long-standing dominance of the AI computing market, according to people familiar with the matter. The effort is part of Google’s … Read more
pestoverde / Flickr Shares of Nvidia Corp. (NASDAQ: NVDA ) retreated 3.4% in the past week as it announced the acquisition of SchedMD and a partnership with Mistral AI and following the White House’s approval of sales of H200 chips to certain Chinese customers. Meanwhile, insiders continue to sell shares. Nvidia shares are 22.8% higher … Read more
While it doesn’t necessarily look like it on the surface, Nvidia (NVDA) just issued a rare quantitative signal. Over the past 10 weeks, there have been only three instances of up weeks, with the rest being down weeks (defined as a negative return from Monday’s open to Friday’s close). But because the actual loss during … Read more