Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’ head…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Nvidia shares fall on report Meta will use Google AI chips
Jonathan Raa | Nurphoto | Getty Images Nvidia shares fell on Tuesday after The Information reported that Meta…
Alphabet’s stock rises as possible Meta chip deal highlights new twist in the AI trade
Published: Nov. 24, 2025 at 10:23 p.m. ET Meta Platforms investors may not know how to feel about the…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp.’s stock slid after the Information reported that Meta Platforms Inc. was in talks to…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
Eli Lilly hits $1 trillion market value, first for health care company
A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
Global stocks slide as valuation fears grow ahead of Nvidia earnings
Global equities tumbled Tuesday as concerns of inflated valuations and an uncertain macro environment grips investors ahead of Nvidia earnings this week. The pan-European Stoxx…