Nvidia, AI and chip stocks
Digest more
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
Nebius stock stays a Buy on hyper-growth, higher 5GW capacity guidance, rising ACV/MW, and 41% EBITDA margin. Read here for more on NBIS stock.
CrowdStrike stock rallies as tech leaders issue stark warnings on rapid AI evolution. Here’s why their warnings are bullish for cybersecurity stocks.
Trump also stated that data centers are great because 'they make people wealthy,' and described AI as being 'bigger than the internet'
Artificial-intelligence stocks slid worldwide Monday after leaders of the industry warned a slowdown is needed for the safety of humanity. Another jump in oil prices, meanwhile, briefly sent the yield of the 10-year Treasury to 5% for
The party may just be getting started for these foundational artificial intelligence (AI) stocks.
Beyond Nvidia, IREN has been stacking contracts across the AI ecosystem: Microsoft receiving the first Horizon 1 deployment, Cohere, Prometheus, Perplexity, Figure AI, Fal AI, and Higgsfield AI signed, plus a new multi-year contract with an undisclosed leading frontier AI lab, according to IREN's fiscal year 2026 results .
Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous publications including TheStreet, Mansion Global, CN..
Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case stronger.
Three factors helped limit losses on Wall Street: oil reversed course, Treasury buyers emerged at 5%, and AI data center fears eased