Tech rotation creates opportunity in Nvidia, Broadcom and Microsoft as AI data-centre spending and computing demand continue to surge.

Michael Burry, the investor famous for predicting the housing market crash and profiled in Michael Lewis’ book “The Big Short”, has criticized Nvidia’s aggressive tactics in the data center market on ...

March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one ...

Nvidia Corporation’s NVDA upcoming fourth-quarter (Q4) financial report on Wednesday is among the most anticipated of the ...

NVIDIA has all but written off China as a revenue source for the foreseeable future. It's a stark admission of just how ...

D.A. Davidson analyst Gil Luria saw a lot to like in Nvidia's latest earnings report. "We are simply not seeing demand slowing down for compute for the foreseeable future," he wrote in a note to ...

G was the center of attention for many of the vendors there. In particular, the theme of how 6G was going to be a critical ...

Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell have been highlighted in this Investment Ideas article.

Teaser: NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips. • Micron's AI memory boom tripled its stock ...

NVIDIA jumps after backing a record $110B OpenAI raise and investing $2B each in Coherent and Lumentum, as AI infrastructure ...

NVIDIA Corp., a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Ltd., or TSMC, the manufacturer of advanced AI chips, have seen their shares ...