Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make som 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,
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.
The Dow Jones Industrial Average and other major indexes were lower Thursday, as Wall Street reacted to better-than-expected weekly unemployment data. An early name to watch on the stock market today is Nvidia,
Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.
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.
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.
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
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,
This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns in 2024 so far. Buying an exchange-traded fund (ETF) with a high level of exposure to those trillion-dollar market leaders might be a simpler option for investors compared to buying them individually.
According to CNBC’s latest Delivering Alpha Stock Survey, 71% of respondents believe Trump’s presidency will be a boon for the economy and financial markets. Meanwhile, 29% aren’t so sure. But it’s clear that his pro-business rhetoric and big promises have struck a chord with the majority of investors.