Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company ...
Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.
As reported by the Financial Times, the tech consultancy Omdia estimates that Nvidia's biggest purchaser of Hopper chips in ...
In 2023 and 2024, the leader of the tech stock party was Nvidia. In 2025, I think Alphabet ( GOOG 0.81%) ( GOOGL 0.76%) will ...
AI agents set to dominate 2025, driving growth for tech giants like Microsoft, Nvidia, and Google with transformative tools ...
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
What are the Magnificent Seven stocks? How much market cap weighting do AAPL, MSFT, GOOGL, AMZN, META, TSLA and NVDA have on ...
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...
Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...