As investors applaud Nvidia (NASDAQ:NVDA) and its top boss Jensen Huang on becoming the first company to surpass a $4 ...

Nvidia's market value soared to $4 trillion, surpassing Apple and Microsoft, fueled by high demand for its GPUs used in AI ...

Investors who haven't owned tech stocks like Nvidia, Microsoft, and Apple over the past decade have likely underperformed the ...

The buzz surrounds Microsoft's cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

As a result, I think investors should be patient with Microsoft's stock. Microsoft has been and will continue to be an excellent AI stock to own, but there's no denying it has gotten expensive.

Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests ...

After eliminating over 15,000 positions this year, Microsoft CEO Satya Nadella now says the company’s mission needs to change ...

If the rest of Nvidia's business grows by 10% during that time, then Nvidia's total revenue at the end of 2028 will be $311 ...

Elon Musk's xAI is seeking $12 billion more to lease Nvidia chips for a second AI data centre, Colossus 2, as it races to ...

Torsten Slok, chief economist at Apollo Global Management, recently argued that the stock market currently overvalues a ...

While markets clearly reflect the belief that the United States is ahead in the AI arms race, early leadership does not mean victory – especially when it comes to innovation. The winner will most ...