With only 13% of companies reporting thus far, S&P 500 EPS growth for Q4 2025 currently stands at 8.2%The tech sector continues to dominate, Despite a significant earnings-related slide from Intel, the Information Technology sector remained the market’s primary engine, lifted by an ongoing “AI supercycle” and strong results from names like Meta and NetflixPotential earnings surprises this week: Union Pacific, NextEra Energy, Texas Instruments, UnitedHealth Group, American Express and Regeneron Pharmaceuti ...

Nvidia on Monday released three open-source artificial intelligence models aimed at helping create better weather forecasts, faster. ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH. " COMING UP, NVIDIA INVESTED ADDITIONAL $2 BILLION IN COREWEAVE, EXPANDING THEIR PARTNERSHIP TO ACCELERATE THE BUILDOUT OF AI FACTORIES. CAROLINE: PLUS, CONTINUING THE ACQUISITION SPREE AS THE QUANTUM COMPANY BUYS A CHIPMAKER, SKY WANTED TECHNOLOGY, IN A DEAL WORTH $1.8% BILLION. ED: GIVING UP FOR BIG TECH EARNINGS, META, MICROSOFT, TESLA, APPLE ALSO TO REPORT EARNINGS ...

Key Takeaways Shares of CoreWeave jumped on Monday after the cloud computing company extended its partnership with Nvidia, a tie-up that last year helped fuel Wall Street's AI bubble debate. The companies on Monday announced they had expanded their partnership to accelerate CoreWeave's development of AI data centers operating on Nvidia's technology stack. Nvidia, which invested $250 million in CoreWeave during its IPO last March, agreed to invest an additional $2 billion in the company as part of the deal. ...

The deal does two things: It gives CoreWeave "early access†to Nvidia's new central processing unit (CPU) and other products; and pits Nvidia up against Intel and Advanced Micro Devices as direct competitors, according to a report from LinkedIn News. "AI is entering its next frontier and driving the largest infrastructure buildout in human history,†Jensen Huang, founder and CEO of Nvidia, added. "CoreWeave's deep AI factory expertise, platform software, and unmatched execution velocity are recognized across ...

Key Takeaways America's heavy-hitting "Magnificent 7†stocks have driven years of market gains. That may not continue to be the case. This year has started with a mixed showing from the grouping of some of America's biggest tech stocks, which accounted for over 40% of the S&P 500's roughly 18% total return in 2025. Google parent Alphabet (GOOGL) is up some 5% since 2026 began, while Amazon (AMZN) is up about 4%. Tesla (TSLA), Meta (Meta), and Nvidia (NVDA) are little changed. Microsoft (MSFT) and Apple (AAPL ...

Nvidia CEO Jensen Huang is done with the questions about circular financing. Huang called it "ridiculous" to suggest that Nvidia's latest deal, a $2 billion investment in CoreWeave, is the latest circular deal between AI chipmakers and tech companies, a trend that has sparked some concern among some investors."These are generational companies — the investments that we make is confidence in them," Huang told Bloomberg News. "But it's a small percentage of the amount of money that they ultimately have to go ...

Core Viewpoint - CoreWeave has expanded its partnership with Nvidia to accelerate the development of over 5 gigawatts of AI data centers by 2030, with Nvidia investing $2 billion in CoreWeave stock [2][3] Partnership Details - The collaboration aims to enhance AI infrastructure, with Nvidia's investment highlighting the demand for AI systems moving into large-scale production [3] - Nvidia CEO Jensen Huang noted that while the $2 billion investment is significant, the total funding required to support the 5 gigawatts of data centers is much larger [4] Industry Insights - Research indicates that AI infrastructure needs may be influenced more by early architectural choices rather than unavoidable technical constraints, suggesting a potential shift in how AI systems are deployed [4][5] - Smaller models and localized data processing are becoming more prevalent, with Nvidia suggesting that small-language models could handle 70% to 80% of enterprise tasks, creating a two-tier structure for operationalizing AI [6]

The relationship between Nvidia Corp. (NASDAQ:NVDA) and CoreWeave, Inc. (NASDAQ:CRWV) has far surpassed the traditional vendor-customer dynamic. Monday's $2 billion investment cements CoreWeave as Nvidia's go-to lab for next-generation infrastructure experiments.CRWV stock is climbing. See the chart and price action here. While hyperscalers like AWS and Google increasingly move toward their own custom chips, CoreWeave has stayed Nvidia-native. CoreWeave serves as the tip of the spear for Nvidia's deployment ...

NVIDIA (NVDA)’s share price soared by 73%, in the past nine months, driven by a potent combination of AI-generated demand in data centers and impressive Q3 earnings. SANTA CLARA, CALIFORNIA - MAY 30: An exterior view of the NVIDIA headquarters on May 30, 2023 in Santa Clara, California. Chipmaker NVIDIA reached a $1 trillion market cap at the open bell of the NYSE on Tuesday morning. The company is forecasting second quarter sales of $11 billion, 50 percent higher than analyst estimates of $7.15 billion. (P ...