FDMO provides disciplined momentum exposure with a balanced sector allocation, favoring mega-cap tech leaders and maintaining ...

STORY: From how Meta is set to spend big, to why Nvidia is back in China, this is AI Weekly.Mark Zuckerberg is betting hundreds of billions of dollars on bots.That’s how much the Meta boss says his ...

The chart shows that NVDA stock is gapping up on President Trump's reversal on H20 AI chip exports to China. The chart shows that NVDA stock is extended after the breakout. The chart shows that our ...

Nvidia and Apple are among the mega tech companies walking a fine line between trying to make money on product sales to China ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

As the marketplace for semiconductors grows beyond Nvidia, Broadcom—a major competitor—should see its stock price grow significantly.

For most investors, I recommend avoiding individual stock picking. Check out my recommendation for beginners and seasoned ...

Nvidia’s market cap crossed the $1 trillion threshold in May 2023, and the $3 trillion threshold a little more than a year ...

U.S. stock indexes were buoyed on Wednesday by AI confidence thanks to Nvidia (NVDA.O), which became the first company to ...

Following a choppy first half, investors have piled back into the AI trade as mega-cap tech giants announce big spending ...

Nvidia’s stock closed at $160 on July 8, moving closer to the $4 trillion market cap milestone and outperforming peers. If ...

CNBC’s Jim Cramer pointed out that three megacap tech names managed to exit the first half of the year at all-time highs: Microsoft, Nvidia and Meta.