NVIDIA Corp (NVDA)

DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

South Korea announced over $1 trillion in semiconductor and AI data center investments, and Vertiv is well placed to benefit.

Wall Street's biggest IPO cycle in history probably won't crash the market, but it could force investors to rethink their AI portfolios as billions rotate into SpaceX, Anthropic, and OpenAI.

Intel could be a winner in the next AI market shift, but is its success already priced in?

What Happened? Shares of internet service provider Cogent Communications (NASDAQ:CCOI) jumped 5.3% in the morning session after the company announced it had ...

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AMD could be a winner in the next AI market shift, but does its stock cost too much?

The company is aggressively entering the AI chip space and signing lucrative deals with tech giants.

What Happened? Shares of electronic trading platform Tradeweb Markets (NASDAQ:TW) jumped 6.4% in the morning session after Goldman Sachs upgraded the stock t...

Micron stock has surged more than 300% in 2026, but its valuation still trails Nvidia and Broadcom as AI-driven earnings growth reshapes the memory giant.

After sliding 8% in June, the world's most valuable company could get rolling again this summer.

Micron has passed Nvidia in five-year returns, a sign the AI trade is shifting from GPUs to high-bandwidth memory. Here's what drove the flip.

Megacap tech stocks have been volatile lately, and this ETF could be a particularly smart choice.

Nvidia now trades at a lower earnings multiple than AMD, Palantir and Arm, raising questions about how Wall Street is pricing the next phase of the AI boom.

This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk.

Compare cost, risk, and portfolio strategy as two distinct approaches to technology investing go head-to-head in today's evolving market.

You would have outperformed the market and most tech-focused ETFs.

Palantir Technologies is in focus after a sovereign AI pact with NVIDIA for US agencies and a commercial deal with Surf Air Mobility.

Compare diversification, expense ratios, and holdings for these two low-cost ETFs that offer total market exposure.

Tech stocks are shifting the landscape of the market, and investors should be paying attention.

International stocks have been outperforming the S&P 500 for the past 18 months. It's unlikely the momentum is over.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.