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Goldman Sachs raised its 2026 business investment forecast to 7.8%, with AI spending heading toward $800 billion. Here is what it means.
SpaceX, OpenAI and Anthropic could eventually compete with Nvidia for investor capital, creating a new dynamic in the AI trade.
IREN Limited (NASDAQ: IREN) stock continues to rally, climbing over 4% in premarket trading. Discover what is driving the upward surge.
Intel gains momentum with White House backing & potential foundry deals with Apple, Nvidia, and SpaceX. INTC stock rises.
AMD stock surges 3% premarket to $481.81 as NVIDIA outlines an historic $200B CPU market opportunity. See why Evercore ISI raised its AMD price target to a bullish $579 ahead of an explosive summer earnings liftoff in 2026.
Nvidia CEO Jensen Huang says tokens, units of AI-generated text, "are now profitable," offering a new lens on the AI spending boom.
NVIDIA's Jensen Huang tells Super Micro to strengthen trade compliance after Taiwan AI server smuggling crackdown.
Micron stock jumps 6% premarket on AI boom and NVIDIA tailwinds. Analysts raise targets up to $1,100. Read the MU market update.
Despite restrictions, NVIDIA sees China as a "very large" market for its new CPUs and approved H200 chip sales.