Jensen Huang may have just delivered his most ambitious blueprint yet, but Wall Street is increasingly divided over whether Nvidia’s ( NVDA ) breakneck growth is reaching a limit or just entering its second act. “I think if you come out of there thinking this is an AI bubble, then you’ve had a little too … Read more
The AI business has reached a new stage: The focus is shifting from the chips that process the data to the hardware needed to store it. “Right now, we’re very early in the memory cycle,” DA Davidson analyst Gil Luria told Yahoo Finance’s Opening Offer. “The progress we’ve made in AI models has made it … Read more
The AI revolution is responsible for one of the strongest three-year rallies in S&P 500 history. Nvidia and Palantir have become the faces of the rise of AI thanks to their sustainable moats. However, insiders’ actions are sending mixed signals for the stock market’s leading AI stocks. 10 stocks we like better than Nvidia › … Read more
LAS VEGAS (AP) — Sure, Nvidia, AMD and Intel all had major chip and AI platform announcements on the first day of CES 2026, but what audiences all wanted to see more of was Star Wars and Jensen Huang’s little robot friends. CES is a huge opportunity every year for companies both large and small … Read more
LAS VEGAS — Nvidia ( NVDA ) is announcing its latest robotics advances at CES 2026 as the broader tech industry begins a large-scale effort to bring humanoid robots to life. During the company’s keynote on Monday, CEO Jensen Huang revealed that firms ranging from Boston Dynamics and Caterpillar ( CAT ) to LG Electronics … Read more
It is in our nature to want more: More money. More friends. More muscles. More food. A more luxurious car. And, of course, more earnings through the stock market. How can I tell after a year in which the total return of the S&P 500 (^GSPC) was 17.88%, bringing the index’s three-year total return to … Read more
Stock markets have a tough act to follow in 2026 after setting record highs in 2025. Since the market close on December 30, 2025, the S&P 500 is up about 17.5% for the year, while the Nasdaq has gained 21.5% and the Dow is up 14.1%. While it’s hard to predict what’s in store for … Read more
SoundHound’s top-line growth is booming, but much of that can be credited to recent acquisitions. The voice and speech AI specialist looks likely to continue to struggle to generate consistent profits. 10 stocks we like better than SoundHound AI › A good rule of thumb is to avoid bullish stocks that have risen substantially without … Read more
The artificial intelligence (AI) revolution would stand still without advanced chips and components. Nvidia, Advanced Micro Devices, and Micron provide some of that critical hardware, and their shares are up an average of 119% in 2025. The iShares Semiconductor ETF invests exclusively in semiconductor companies that can benefit from megatrends like AI. 10 stocks we … Read more
Nvidia recently struck a $20 billion deal to acquire the brains of a fierce rival, marking its biggest move yet in the AI arms race. However, the massive chipmaker will soon have to answer more difficult questions about the future of its chips. CEO Jensen Huang offered more detail in an internal email obtained by … Read more