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"Demand isn't the issue, its supply and importantly the pace with which US cloud service providers are able to set up genAI compute instances."
Alaska's revenue department has owned Nvidia stock since at least 2017, and now counts the chipmaker among its largest holdings.
Interactive Brokers' billionaire founder says his bitcoin bet could be treasure or trash, and many investors are sitting on massive Big Tech gains.
"Crazy times," Elon Musk tweeted after Microsoft and Nvidia's combined market capitalization soared by nearly $200 billion in Tuesday's intraday trading.
Citi boosted its price target for Nvidia to $520 a share in what markets guru Larry McDonald mocked as poor sell-side research.