Nvidia (NASDAQ: NVDA) shares jumped 5% when the market opened on Friday, February 6, recovering some of the recent losses as the Nasdaq stabilized after a technology-led sell-off.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Chip stocks look ready to roar on Friday, as the markets are likely to see buyers jumping in.
Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron , said on Friday.
SMCI's strong Q2 results, low P/E and AI infrastructure demand make it look undervalued, but margin pressure and high debt urge caution.
NVDA trades at a rich valuation, but booming AI demand, surging data center sales and strong earnings growth suggest the premium may be justified.
Kevin Green kicks off Thursday's market coverage with his eyes on the weakness in tech and comm. services on the heels of Alphabet (GOOGL) earnings.
The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter.
AI stocks NVIDIA and Palantir have surged, but easing trade tensions, booming data center demand and cheaper valuation give NVDA the edge now.
The “indiscriminate” chip selloff is reminiscent of DeepSeek fears that were “proved unfounded,” a Bank of America analyst said.
A single regulatory decision could unlock upside for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD). But the more important signal from this note is how tight supply, power chips and geopolitics are reshaping the entire semiconductor cycle.
AI startup ElevenLabs announced it had raised $500 million at an $11 billion valuation. The round more than triples the valuation the London-based company picked up when it raised in January 2025.