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Stock Performance

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Multi-year compute commitments are propelling the buildout despite rising concerns over customer concentration and supply constraints.

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

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure