“Fears of an AI Bubble are way overstated in our view,” Wedbush analyst Dan Ives wrote in a note last week. The Nvidia ...

The point being that while demand for Blackwell is "off the charts," this only tells part of the story. Demand for Nvidia's ...

The GPU leader delivered better-than-expected results, and its guidance suggests that its impressive growth is not over.

Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter.

Claims that AI growth is merely a bubble ignore the broader picture. Revenues are real, cash flow is strong, and global ...

Sharp swings in financial markets have left investors reeling in recent weeks, as questions about a potential artificial ...

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Alibaba and ByteDance are among the tech firms training their newest large language models in Southeast Asian data centres, the report said, citing two people with direct knowledge of the matter ...

Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures ...

"Who is going to leverage the proper tools out there to accomplish the job in the most efficient, effective and cost-based area? That's key," Bob Venero said.

Dow Jones Top Markets Headlines at 7 PM ET: Five Key Takeaways From the Fed's Economic Survey | U.S. ... The Federal Reserve's anecdotal look at the economy shows a sputtering job market and moderate ...