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Nvidia

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Investor caution contrasts with mounting signals that AI compute demand is still accelerating.

Nvidia’s Record Quarter Collides With Concerns Over $95 Billion Supply Commitments

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

Nvidia Earnings Land Today in Marketwide Test for the AI Trade

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

AI Jitters Recast Tech as Software Slumps and Chips Rally

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

Nvidia’s Blowout Quarter Lifts Tech With Q4 Sales Guided to $65 Billion

Dow Closes at Record as Shutdown Deal Hopes Lift Cyclicals While AI Leaders Slide

Nvidia Q2 Preview: Street Sees ~$46 Billion Sales as Options Price a Big Post‑Earnings Move

Nvidia Tops $4 Trillion Market Cap After Shares Close at Record High

US Stocks Rally After Court Invalidates Trump Tariffs and Nvidia Beats Expectations

Vance champions Trump’s pro-crypto agenda as Bitcoin hits record high

Nvidia Tops Q1 Estimates While Export Curbs Threaten $8 Billion in Q2 Sales