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Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Investor response remains muted given already high expectations.

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

AI Jitters and US Data Extend Indian IT Stock Rout as Benchmarks Slide

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Alphabet Overtakes Apple to Become No. 2 by Market Value

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Dominion and Duke Land on Dividend List as Analysts Lift Price Targets

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

AI Momentum Lifts Google Cloud and Alphabet’s Outlook as Nvidia Leads, AMD Makes Inroads