Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says

Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says

Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on Nov. 19, 2025. Brendan Smialowski | AFP | Getty Images It’s been two days since news broke that Nvidia was spending $20 … Read more

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout

Oracle CEO Clay Magouyrk speaks at a Q&A session following a tour of the OpenAI data center in Abilene, Texas, on Sept. 23, 2025. Shelby Tauber | Pool | Reuters Three months ago Oracle named Clay Magouyrk and Mike Sicilia as its new CEOs. They’re off to a rough start. Oracle shares have plummeted 30% … Read more

Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough

Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough

Sopa Images | Lightrocket | Getty Images Kyle Dijamco is a proud member of Palantir Technologies‘ fast-growing retail investor base. The Los Angeles-based marketer has bet big on the defense tech stock, even increasing his exposure after a drawdown earlier this year. The 31-year-old’s position now stands at roughly $25,000. “It’s an exciting stock to … Read more

Monetizers vs manufactures: How the AI market could splinter in 2026

Monetizers vs manufactures: How the AI market could splinter in 2026

The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster of tech sell-offs and rallies, as circular deals, debt issuances, and high valuations fueled concerns over an AI bubble. Such volatility may be an early sign of how AI investment is set to evolve as investors pay closer … Read more

Exclusive: Nvidia buying AI chip startup Groq’s assets for about $20 billion in largest deal on record

Exclusive: Nvidia buying AI chip startup Groq’s assets for about  billion in largest deal on record

Jonathan Ross, chief executive officer of Groq Inc., during the GenAI Summit in San Francisco, California, US, on Thursday, May 30, 2024. David Paul | Bloomberg | Getty Images Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO … Read more

S&P 500 closes at another fresh record in holiday-shortened session: Live updates

S&P 500 closes at another fresh record in holiday-shortened session: Live updates

A trader works on the floor of the New York Stock Exchange. NYSE The S&P 500 rose to a new all-time high on Wednesday, coasting to another record close. The broad market index advanced 0.32%, ending the session at 6,932.05. The Dow Jones Industrial Average gained 288.75 points, or 0.60%, and also posted a closing … Read more

These 5 infrastructure stocks have more than tripled this year on the AI trade

These 5 infrastructure stocks have more than tripled this year on the AI trade

Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, investors betting on other AI … Read more

Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Levi’s, Coty, Meta, First Solar, Live Nation & more

Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Levi’s, Coty, Meta, First Solar, Live Nation & more

Here are Tuesday’s biggest calls on Wall Street: TD Cowen upgrades Ametek to buy from hold TD Cowen said the industrial company is executing well. “AME is executing well at a time when exposures broadly provide both support and optionality – markets that are doing well and should sustain (utility), ones that are strong and … Read more

Stock futures are little changed after S&P 500 notches three-day win streak: Live updates

Stock futures are little changed after S&P 500 notches three-day win streak: Live updates

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 22, 2025. Michael Nagle | Bloomberg | Getty Images Stock futures traded near the flatline Monday night after a strong start to a shortened trading week. Futures tied to the Dow Jones Industrial Average lost 9 … Read more

S&P 500 rises to start a holiday-shortened week, led by tech: Live updates

S&P 500 rises to start a holiday-shortened week, led by tech: Live updates

Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 8, 2025. Brendan McDermid | Reuters The S&P 500 rose on Monday, spurred by a rise in technology shares, to start a shortened holiday week. The broad market index gained 0.7%. The Dow Jones Industrial Average advanced 309 … Read more