Nebius Group N.V.'s Q1 results highlight AI infrastructure growth, with European expansion, robust financials, and a $9B ...

Nvidia stock soared over the past two years, but in 2025, import tariff and AI spending concerns have weighed on performance.

In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for ...

Investors have been searching for the next breakout stock following the success of names like Palantir (PLTR) and Nvidia ...

"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...