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Nvidia

TSMC Boosts 2026 Spending After Strong Quarter, Lifting Chip Stocks

The foundry raised its 2026 investment plan to as much as $56 billion to expand advanced-node capacity for the AI buildout.

U.S. Approves Conditional Nvidia H200 Sales to China as Beijing Curbs Imports

Nvidia’s Rubin Enters Production as Backlog Tops $500 Billion, China Pauses Some H200 Orders

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Micron Shares Jump After Blowout Outlook as AI Memory Shortage Drives Record Quarter

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

Oracle Stock Sinks on Revenue Miss and $50 Billion AI Spending Plan

Nvidia Gains Fresh Wall Street Boost as Senate Targets Tighter AI Chip Exports

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Alphabet Jumps as Meta Weighs Google TPUs, Pressuring Nvidia

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

Nvidia’s Blowout Quarter Lifts Tech With Q4 Sales Guided to $65 Billion

Nvidia’s Q3 Report Is the Market’s AI Stress Test

Nvidia Becomes First Public Company Valued at $5 Trillion

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans