
Nvidia stock touched $227 a share Monday on news it's pouring $1.5 billion into this AI data center and energy player.
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Nvidia stock touched $227 a share Monday on news it's pouring $1.5 billion into this AI data center and energy player.

Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In Podcast.The investor says CEO Jensen Huang is transforming Nvidia’s chips into a financeable asset class, opening the door for...

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...

No news isn't always good news.

Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.
HIVE’s live GPU cloud business generates about $35 million in ARR, while a three-year Bell AI Fabric agreement accounts for another $75 million in contracted revenue.

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.

Nvidia will invest $1.5 billion in SoftBank-backed <9984.T> SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data center developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data center development as they race to secure the infrastructure needed for increasingly power-hungry AI models.

Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the

Micron shares are back with some momentum.

The pressure for a rate hike has subsided -- but maybe only temporarily.

The longer Trumpflation remains unchecked, the bigger the consequences for Wall Street.

Jensen Huang has a unique ability to drive investment in his industry.

The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.

CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

Plus, kiss-up chatbots, Dario Amodei’s wife and her influence at Anthropic, the rural “hick” heroes leading a campaign against AI data centers and more

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

President Trump's victory lap on inflation may be a bit premature.
Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

Nvidia is in talks to invest as much as $3 billion in SB Energy, a subsidiary of SoftBank Group and developer of a massive planned Ohio data center project for OpenAI, the Information reported on Saturday, citing people familiar with the discussions. The investment is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the chip company providing around $100 billion in credit support for the planned Ohio data center campus, the report said.

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

For investors who want to bet on a future rebound in the U.S. housing market, this homebuilder ETF could be a good buy today.

Oklo had a disastrous market debut. Investors who held on to their shares, however, have had the last laugh.
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