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We Accelerate Every AI Model in the World, Huang Says
Bloomberg26d agoneutralVIDEO
We Accelerate Every AI Model in the World, Huang Says

Nvidia CEO Jensen Huang says their chips accelerate the entire lifecycle of artificial intelligence. He speaks exclusively with Bloomberg's Ed Ludlow and says Nvidia can address markets that no one else can.

Meta’s $60 Billion AI Machine Could Dethrone Google Search by Year-End
24/7 Wall St.26d agoneutral
Meta’s $60 Billion AI Machine Could Dethrone Google Search by Year-End

Artificial intelligence is changing the economics of digital advertising faster than many investors expected. The technology isn’t simply creating new products; it is making existing businesses better at turning attention into dollars. That is important because advertising remains one of the internet’s biggest profit pools. And now, Bernstein says Meta Platforms (NASDAQ:META) could capture a […]

CrowdStrike Rallies 4% as Fal.Con Puts Falcon on Google Cloud and Arms Partners With AI Agents
24/7 Wall St.26d agobullish
CrowdStrike Rallies 4% as Fal.Con Puts Falcon on Google Cloud and Arms Partners With AI Agents

Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]

Prediction: Nvidia Stock Will Trade at $350 on This Date
24/7 Wall St.26d agoneutral
Prediction: Nvidia Stock Will Trade at $350 on This Date

NVIDIA just posted the largest single quarter in semiconductor history, yet shares trade nearly 50% below where one price target says they belong. The math behind that gap reveals something Wall Street's consensus may be missing.

Apple Is Suddenly an AI Infrastructure Stock as OpenAI Buys Macs by the Tens of Thousands
24/7 Wall St.26d agobullish
Apple Is Suddenly an AI Infrastructure Stock as OpenAI Buys Macs by the Tens of Thousands

AI infrastructure is expanding beyond the giant GPU clusters that have defined the boom. The next phase of artificial intelligence is increasingly about agents that can use computers, write and test code, navigate software, manage files, and complete tasks with limited human intervention. That changes the hardware equation. Training these agents can require thousands of […]