"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.

Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could provide the spark to catapult it past those two tech giants. It's the time of year for making predictions about the coming new year.

Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns in 2024 so far. Buying an exchange-traded fund (ETF) with a high level of exposure to those trillion-dollar market leaders might be a simpler option for investors compared to buying them individually.

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently? We believe this is a real possibility. Nvidia has seen its business boom,

Nvidia's stock was surging 3.4% in recent trading and has climbed tktktk amid a 3-day win streak amid [broad interest in chips stocks](

Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.

"Microsoft’s outperformed just about every other asset I could have owned. It’s a little hard to say that it hasn’t worked out."

Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind competitors. Read why MSFT stock is a Hold.