Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

The S&P 500 turned negative on Monday as selling in major artificial intelligence names weighed on the broader market. The index edged down roughly 0.3% in midday trading, while the Dow fell about 145 ...

Nvidia stock has come off its 2025 highs, among others, amid concerns over the feared AI bubble. However, it makes sense to buy NVDA stock at these valuations.

We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI ...

Asus is offering two new RTX 5060 variants that rethink the card’s physical design while keeping specs largely unchanged.

OpenAI became the guy everyone kept running into in 2025, both for good and bad reasons, drawing just as much admiration as ...

JPMorgan lifts price target to $475 as Q4 AI revenue surges 74% to $6.5B with $73B backlog, but valuation concerns emerge at ...

Explore a detailed analysis of Nvidia Corporation's potential revenue upside and growth forecasts, including insights on H200 ...

TSMC has recently announced that it’s limiting its production capacity, as demand for chips has grown faster than the company ...

The chip sector shows early strength, led by Nvidia, Intel, and AMD, as traders assess key support and resistance levels. The overall tone remains bullish, with consolidation likely after a strong ...

The world’s top chipmaker wants open source AI to succeed—perhaps because closed models increasingly run on its rivals’ ...

Nvidia’s remarkable rise in 2025, driven by AI demand and strong data center performance, has boosted its valuation to ...