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Apple Briefly Tops Nvidia in Market Cap as Investors Rethink Where AI Value Lands

Investor rotation toward consumer-facing, capital-efficient AI plays could change which firms capture the biggest economic gains from AI.

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

Nvidia Unveils RTX Spark Superchip to Bring AI Agents to Premium Windows PCs

AMD's Push to Lead AI Infrastructure Faces Packaging and Memory Limits

Nvidia Reports Record Quarter and Authorizes $80 Billion Buyback With Large Dividend Hike

AI-Led Rally Faces Key Test as Nvidia Earnings Near

Nvidia Touches $5 Trillion as AI Chip Boom Propels Markets to New Highs

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

Nvidia Earnings Land Today in Marketwide Test for the AI Trade

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Congress Leaves GAIN AI Out of Defense Bill as Nvidia’s Huang Meets Trump

OpenAI Declares 'Code Red' to Refocus ChatGPT as Google’s Gemini 3 Narrows the Lead

AMD Draws New Outperform Call on AI Pipeline After Strong Q3

AMD Beats in Q3 as AI Systems Strategy Gains Traction

Trump Bars Foreign Access to Nvidia’s Top Blackwell AI Chips as Company Tops $5 Trillion

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

AMD Tops Q2 Revenue Forecasts as Export Curbs Bite; Super Micro Lowers Fiscal Outlook to $33B