One of Nvidia's (NASDAQ: NVDA) most prolific insider traders – Director Mark Stevens – accelerated his selling activity and dumped 1.8 million NVDA shares worth a total of $407 million in June.
The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.
Nvidia expects huge growth again from the AI hyperscalers in 2027. Nvidia barely trades for a premium to the broader market.
Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error.
The semiconductor market is experiencing a tectonic shift, and legacy hardware designers are scrambling to secure a seat at the artificial intelligence table.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock is returning to a key price level on Tuesday, trading near $200 in midday action and down 4% on the day.
Jack Hidary, SandboxAQ CEO, joins 'Squawk on the Street' to discuss the company's partnership with Nvidia, any precedents to do this deal and much more.
The artificial intelligence boom has created a new industrial race.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) on Tuesday announced BioNeMo Agent Toolkit, a suite of software tools designed to help AI agents perform scientific tasks across biology, chemistry, genomics and drug discovery. The toolkit combines Nvidia's life sciences libraries, models and computing technologies to enable AI systems to gather and analyze scientific information, run computational experiments and recommend follow-up actions.
Apple's lower valuation, services strength and AI strategy may offer a better growth-stability balance than NVIDIA despite its AI dominance.
I keep buying NVIDIA, and the recent pullback handed me another reason to do it again.