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AI Stocks

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

U.S. regulators cleared the previously agreed $23.28-per-share stake.

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Ondas Shares Rebound on AI Demining Pilot and Roboteam Acquisition as Company Flags One-Time Charge

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

Carillon Q3 Mid-Cap Growth Letter Highlights AI-Fueled Rally, Value’s Edge, and Three Pivotal Stock Updates

Nvidia’s Earnings Loom as AI Rally Faces a Market Test

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Oklo Shares Rebound After Three-Day Selloff as Scrutiny of Valuation and Reactor Design Grows

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds