Key Points CoreWeave's relationship with Nvidia should help it lead other cloud service providers in deploying the latest technology. Investors are feeling more confident that massive spending to build out AI infrastructure isn't slowing. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) didn't make any major announcements this week. The artificial intelligence (AI) cloud services company didn't file any documents related to its business either. Investors may wonder, then, why shar ...

On January 6, Dan Ives of Wedbush Securities joined ‘Closing Bell’ on CNBC to suggest that the tech bull market continues to play out. Ives referred to Nvidia’s Jensen Huang as the godfather of AI and predicted that Huang would plant the flag for the next chapter of the AI revolution. This phase transitions the narrative beyond just hardware and chips toward end-to-end involvement in robotics and autonomous tech. Ives argued that this shift toward robotics and autonomy is currently not factored into the sto ...

Core Insights - OpenAI is aggressively expanding its partnerships with chipmakers to secure processing power for its AI technology, with a recent $10 billion deal with Cerebras marking a significant step in this direction [2][17] - The company has committed over $1.4 trillion to infrastructure deals with major players like Nvidia, AMD, and Broadcom, aiming for a $500 billion private market valuation [3] - Nvidia remains a key partner, having invested $100 billion to support OpenAI's infrastructure, which includes a project to deploy 10 gigawatts of Nvidia systems [5][6] Nvidia - OpenAI has relied on Nvidia's GPUs since its inception, and the partnership has deepened with Nvidia's commitment of $100 billion to support OpenAI's infrastructure [4][5] - The first phase of the Nvidia project is expected to come online in the second half of the year, although there are uncertainties regarding the progression of the agreement [7] - Nvidia's investment will be deployed upon the completion of the first gigawatt of power [8] AMD - OpenAI plans to deploy six gigawatts of AMD's GPUs over multiple years, with AMD issuing a warrant for up to 160 million shares, potentially giving OpenAI a 10% stake in AMD [10] - The first gigawatt of AMD chips is expected to roll out in the second half of 2026, with the deal valued in the billions [11] Broadcom - OpenAI and Broadcom have agreed to deploy 10 gigawatts of custom AI accelerators, with the project expected to be completed by the end of 2029 [14] - Broadcom's CEO has indicated that significant revenue from this partnership is not anticipated in 2026, framing it as a long-term collaboration [15] Cerebras - OpenAI's recent agreement with Cerebras involves deploying 750 megawatts of AI chips, with the deal valued at over $10 billion [16][17] - Cerebras' chips are designed to deliver responses up to 15 times faster than traditional GPU systems, positioning the company for potential public market entry [17] Potential Partners - OpenAI has signed a $38 billion cloud deal with Amazon Web Services, which includes plans for additional infrastructure development [20] - Discussions are ongoing for Amazon to potentially invest over $10 billion in OpenAI, although no official decisions have been made [21] - Google Cloud provides computing capacity to OpenAI, but OpenAI has no plans to utilize Google's in-house chips [22] - Intel, which has lagged in AI chip development, is working on a new data center GPU designed for AI workloads, with customer sampling expected in late 2026 [24]

Quick Read Vanguard Mega Cap ETF (MGC) returned 19% over the past year with nearly 25% concentrated in Apple, NVIDIA and Microsoft. NVIDIA delivered its eighth consecutive quarterly earnings beat as data center spending is projected to exceed $500B in 2026. Vanguard Growth ETF offers broader diversification across 160+ companies with $352B in assets compared to MGC’s $10.8B. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to rea ...

Quick Read Alphabet, Microsoft, and Nvidia are viewed as the leading AI stock contenders for 2026 with each having its benefits for investors over others. Our 24/7 Wall St. Analysts believe that Alphabet is regaining momentum through strong AI product releases, Microsoft is being driven by accelerating Azure cloud growth, and Nvidia is dominating AI hardware with its Blackwell architecture. Nvidia is favored by many as the top pick based on valuation and long-term leadership along with a need for Bla ...

NVIDIA Corporation (NASDAQ:NVDA) is among the most profitable US stocks to buy. On January 14, Reuters’ Liz Lee and Liam Mo reported that NVIDIA Corporation (NASDAQ:NVDA) denied reports that Chinese customers would need to pay upfront for H200 chips, stating that it “would never require customers to pay for products they do not receive.” This follows the Reuters story on January 8, which claimed that the company has imposed strict terms on Chinese customers pursuing its AI chips, requiring full upfront pay ...

In an article I wrote about Amazon ( AMZN ) and Alphabet ( GOOG ) last month, I outlined my thesis for these two hyperscalers. The gist of it was that they represent a threatA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas on investin ...

Key Takeaways Semiconductor ETFs to gain momentum after U.S.-Taiwan finalize a $500B deal to expand chip fabs on U.S. soil.SMH offers broad exposure to chipmakers and equipment firms poised to benefit from new U.S. factories. SOXX and SOXQ provide diversified access to semiconductor leaders amid rising reshoring and fab spending. On Jan. 15, 2026, the global technology landscape witnessed a strategic pivot with the United States and Taiwan having finalized a historic trade agreement to jointly build chips ...

Key Points TSMC reported earnings for the fourth quarter that beat analysts’ expectations. The company works closely with Nvidia and other chip designers. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been one of the most successful tech companies on the planet in recent years. This is because the company noticed the potential of artificial intelligence (AI) early on and decided to take action. Nvidia focused the design of its graphics processing units (GPUs) to serve the needs of ...

Wall Street contended with a potent mix of geopolitical risk this week and central bank drama this week. The Department of Justice (DoJ) opened a criminal investigation into Fed Chair Jerome Powell over the central bank's renovation, and the financial sector struggled after President Donald Trump called for a 10% cap on credit card rates for one year. The Dow Jones Industrial Average (DJI) and S&P 500 (SPX) still enjoyed record closes, with Alphabet (GOOGL) crossing the $4 trillion market cap -- joining onl ...