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.
Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company fundamentals. However, while early investors made millions from both companies,
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could provide the spark to catapult it past those two tech giants. It's the time of year for making predictions about the coming new year.
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.
Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently? We believe this is a real possibility. Nvidia has seen its business boom,
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.
Nvidia's stock was surging 3.4% in recent trading and has climbed tktktk amid a 3-day win streak amid [broad interest in chips stocks](
Nvidia’s shares were up nearly 3% in premarket trade on Wednesday after reports that Microsoft bought twice as many Nvidia chips than any other tech company, lifting retail sentiment. If premarket gains hold,
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from technology consultancy Omdia that were reported in the