Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.

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

In Thursday's premarket trading, the Nasdaq Composite is up about .53% as of 8:30 a.m. ET. The big story last night was earnings reports from many leading stocks in technology. Companies ...

In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

"We expect CapEx growth in 2025 will be driven by increased investment to support both our generative AI efforts and our core business. The majority of our CapEx in 2025 will continue to be directed ...

so the demand for Broadcom’s AI chip components could diminish fast as the DeepSeek breakthrough causes the landscape to change. Investors were very bullish on Microsoft, even last week.

Meta and Tesla rise as Microsoft slumps, keeping US indices mixed. Investors await Apple and Amazon earnings while GDP and Fed policy weigh on sentiment.

Comdivision CEO explains Broadcom VMware’s partner strategy and execution in 2025 as VCF services are key while resellers and ...

If demand for these high-end chips falters, sales of ancillary products -- like those in Broadcom's arsenal -- could suffer as well. Microsoft helped kick-start the AI revolution with its hefty $ ...