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August 14, 2023
The list with soaring profit expectations for next year includes Nvidia, Caterpillar and Meta.
August 14, 2023
Nvidia shares rallied Monday after one analyst confirmed that the GPU maker is his "top pick" among companies expected to benefit from AI.
August 14, 2023
Dan Loeb's Third Point LLC built new positions in Uber Technologies Inc., Amazon.com Inc. and Nvidia Corp. during the latest quarter.
August 14, 2023
Appaloosa revealed new positions in both AMD and Apple late Monday while dumping a position in Tesla it acquired a quarter ago.
August 10, 2023
U.S. companies are already heavily restricted from investing in China but potential future curbs on exports are likely to be a bigger deal.
August 10, 2023
We've curated analysis you should read about how AI is causing a spike in GPU prices.
August 10, 2023
Nvidia's stock chart now shows that the stunning uptrend investors have enjoyed this year amid all the artificial-intelligence hype may have ended.
August 9, 2023
The AI industry needs to understand how it can be much more efficient with its energy use, the founder of an AI-powered carbon accounting tool says.
August 9, 2023
An in-depth analysis of NVIDIA's intrinsic value and financial strength
August 9, 2023
Executives at a Silicon Valley computer and server maker sent a message late Tuesday when they said the company needs more AI chips from Nvidia.