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Apple Briefly Tops Nvidia in Market Cap as Investors Rethink Where AI Value Lands

Investor rotation toward consumer-facing, capital-efficient AI plays could change which firms capture the biggest economic gains from AI.

Palantir and Nvidia Launch Sovereign AI Stack for Sensitive Government and Enterprise Use

Nvidia Earnings Set to Test AI Boom With China Shipments Stalled

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

AZIO AI Secures $107 Million Nvidia GPU Order as Envirotech Eyes AI Merger

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

CoreWeave Beats Q2 Revenue Estimates, Shares Slide on Widening Losses