There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes ...

Meta is undoubtedly a great pick, but Nvidia still has a lot of room to run. It also happens to be a favorite of many of Wall ...

While Blackwell GPUs are already shipping in 2024, management noted that demand far outpaces production capacity, and ...

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.

"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...

Newly minted highs of nearly $85 per share will be far in the rearview mirror as Palantir strikes its way towards a price ...

Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

AI agents set to dominate 2025, driving growth for tech giants like Microsoft, Nvidia, and Google with transformative tools ...

Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...