Alphabet and Amazon’s AI Spending Boom Fuels Nvidia, Broadcom, Micron, and Sandisk
Alphabet expects to spend $195 billion to $205 billion on AI infrastructure in 2026, and Amazon expects to spend around…
Nvidia (NVDA) Stock News
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
NVIDIA Corporation
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Microsoft receives first production Vera Rubin systems from Nvidia
Microsoft's data centers have taken delivery of the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on…
Nvidia posts longest losing streak in nearly five years ahead of Q2 earnings
Nvidia's stock fell for four straight sessions through August 20, 2026, its longest losing streak in nearly five years. Rising…
Chip Stocks Sink as 30-Year Treasury Yield Hits 19-Year High
The PHLX Semiconductor Index dropped about 7% over two sessions this week, even after Analog Devices posted record results, as…
Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026…
