MU's surging HBM demand, explosive earnings growth and lower valuation give it the edge over NVDA as the better AI chip stock to buy today.
Nvidia will provide the credit and compute for an OpenAI data center in Ohio SB Energy will build and manage the data center in Pike City, Ohio
Steve Eisman, the man who bet against housing on the cusp of the Great Financial Crisis, hasn't been nearly as bearish on the AI boom as you'd think, at least not half as bearish as Dr.
Nvidia stock was reacting to its latest financial support for OpenAI's huge data-center plans.
Three of the most respected money managers alive reached three completely different conclusions about NVIDIA in the same 90 days.
Over the past two weeks, four separate headlines may look unrelated, but my bet is they're adding up to something much larger.
Nvidia (NASDAQ: NVDA) could trade at approximately $235 per share on September 1, 2026, according to a prediction generated by ChatGPT.
Nvidia is in talks to invest as much as $3 billion in SB Energy, a subsidiary of SoftBank Group and developer of a massive planned Ohio data center project for OpenAI, the Information reported on Saturday, citing people familiar with the discussions.
Elon Musk built the only American car company to reach mass scale since the Depression and turned an EV skeptic industry into a race.
Every AI story eventually runs into the same wall: power.
This article recaps a segment from The AI Investor Podcast, where hosts Eric Bleeker and Austin Smith unpacked NVIDIA's newly announced $500 billion investment partnership and what it means for the pecking order of AI infrastructure.
BlackRock CEO Larry Fink previously said that he thinks oil prices could fall significantly, potentially dropping to $40 a barrel or being cut by more than half if the Iran war resolves favorably and Iranian oil returns to global markets.