Nvidia ( NVDA ) has struck an expanded multi-year data center deal with Meta ( META ) that will see the chip maker supply the social media giant with millions of Blackwell and Rubin GPUs. And while that was certainly the most exciting part of Tuesday’s news, the companies said the deal will see Meta … Read more
It’s been hard to find a good deal on the stock market lately. Since the big tech hyperscalers like it Microsoft, Meta platforms, Amazon, Alphabet, adzeand Apple announced that they will spend nearly $700 billion on capital expenditures this year, artificial intelligence (AI) stocks have seen epic selling pressure. Still, smart investors look closely at … Read more
There has been a lot of volatility in the market lately, which has made many investors rethink which stocks should be invested in and which will stand the test of time. While there are certainly no guarantees, three companies are in great shape to benefit from their technology leadership positions Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: … Read more
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Nvidia has agreed to acquire Groq’s AI inference chip assets for $20 billion, aiming to expand its position in AI implementation hardware. The company introduced its new Rubin chip platform, designed around next-generation memory … Read more
Although the stock market has sold off a bit, it’s not as bad as some people think. A few negative days in a row can be worrying, but S&P 500 it’s down just a few percentage points from its all-time high, so it’s not fair to call this a complete market selloff. Now, if you … Read more
The artificial intelligence boom is here. And it is undeniable. AlphabetWaymo offers 400,000 self-driving rides per week, and the tech giants collectively pledge to spend hundreds of billions of dollars on capital spending in 2026, driven primarily by AI computing infrastructure. As investors weigh the implications of the technological revolution we’re in, it’s a good … Read more
In the investment world, billions and even trillions of dollars are thrown around frequently, but for individual retail investors, even $1 million is a big deal. If you could build a stock portfolio of up to $1 million by retirement, in addition to your Social Security benefits and 401(k) or other employer-sponsored plan, you’d probably … Read more
Nvidia ( NVDA ) is currently valued at over $4.5 trillion, making it the world’s most valuable company on June 18, 2024, when its market capitalization exceeded $3.3 trillion. It later hit $4 trillion in 2025 and briefly hit $5 trillion last October. However, the stock has traded mostly sideways since last August around the … Read more
The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM ( IBM ) in the 1960s. Big Tech “hyperscalers” Alphabet ( GOOG , GOOGL ), Meta ( META ), Microsoft ( MSFT ), and Amazon ( AMZN ) are all in various stages of developing their … Read more
Most of the growth in artificial intelligence (AI) has been driven by software and chatbots, but that means we haven’t seen anything yet. Morgan StanleyHis latest research says it’s still early in the half, with corporate spending estimated to reach $10 trillion in the AI investment cycle. Investors can do well by sticking with blue … Read more