When the discussion is about AI, none can steal the limelight from Nvidia (NVDA). After competitor AMD (AMD) grabbed headlines for its seminal partnership with OpenAI to deploy 6 gigawatts of the former's GPUs, the Nvidia share price came under pressure. However, Nvidia CEO Jensen Huang has turned the narrative towards his company again after he stated in a recent interview with CNBC's Squawk Box that “This year, particularly the last six months, demand of computing has gone up substantially.” Specificall ...

Key Points Nvidia sales could be $15 billion a year in the UAE. The chips are reportedly earmarked for U.S. companies that are operating in the UAE. The deal, if successful, could serve as a model for future agreements. 10 stocks we like better than Nvidia › It's only been a few weeks since China froze Nvidia (NASDAQ: NVDA) from selling its high-powered chips in the Chinese market. China has been an important market for Nvidia, accounting for 13% of its sales in the company's 2025 fiscal year, so ...

Nvidia (NVDA) stock has surged nearly 70% in the past six months, recently touching an all-time high of $195.30. While that performance has pushed its valuation higher, Nvidia’s dominant role in artificial intelligence and strong demand may still justify the price. In a recent CNBC interview, NVDA CEO Jensen Huang stated that the past six months have brought an unprecedented surge in AI-driven computing needs, calling it the beginning of a new industrial revolution. He emphasized the overwhelming demand f ...

Tokyo-listed shares of SoftBank Group (OTC:SFTBY) (OTC:SFTBF) jumped as much as 13% after the Japanese giant agreed to acquire Swiss engineering firm ABB‘s (OTC:ABBNY) Robotics unit in a deal valued at $5.4 billion. Its shares closed up 11.4% at JPY 22,965 on Thursday, amid expectations that the company would benefit from its series of bets on artificial intelligence, thanks to the ongoing boom in the rapidly evolving technology.SoftBank Touts ‘Physical AI’ FocusSoftBank’s CEO Masayoshi Son announced the de ...

Jensen, you're not only looking at technological advances and thinking about how to do that, how to build this infrastructure. You have to be thinking about risks all the time, too. Yeah.>> What's at the top of your list in terms of risk assessments when you're looking at these things that pose a risk, pose a threat to the growth that you're talking about. >> Well, there's a lot of technology risk and there's a lot of, you know, product design risk. There's a lot of those kind of things, but those kind of t ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Long Term Growth Stocks to Buy Now. On October 3, Cantor Fitzgerald reiterated its “Overweight” rating with the price objective of $240.00. As per the analyst, the company has been solidifying its position as the de facto AI infrastructure company, which is quarterbacking the strong AI industry buildout that is in its infancy. Furthermore, the firm identified NVIDIA Corporation (NASDAQ:NVDA) as its top pick among the AI-levered stocks. Cantor Fitzgerald ...

Oracle has hit a bit of an air pocket. Let's get to our Christina parts and Neilos. Hey Christina.>> Hi. What we're seeing is actually Oracle shares dropping roughly 5% after internal documents revealed the company's AI cloud business is running thinner than expected profit margins. And this is according to the information.It just came out right now. Their reporting claims Oracle is losing considerable sums of money on the rental. And so they rent uh servers and chips.And so on the rental of both new and ol ...

ANKARA, TURKIYE - SEPTEMBER 29: In this photo illustration, logo of Nvidia is displayed on a mobile phone screen in Ankara, Turkiye on September 29, 2025. (Photo by Omer Taha Cetin/Anadolu via Getty Images)Anadolu via Getty ImagesWill Nvidia stock (NASDAQ: NVDA) reach $350 in the upcoming years? This likelihood is more than mere speculation. In the last six months alone, Nvidia’s share price has almost doubled, soaring from around $94 per share to nearly $185. At first sight, trading at approximately 42x co ...

AMD struck its biggest AI deal yet Monday morning, securing a 6 gigawatt GPU contract with OpenAI. The partnership gives OpenAI the option to acquire up to 160 million AMD shares—roughly 10% of the company—while AMD commits to delivering its next-generation Instinct MI450 chips starting in late 2026. The deal comes just two weeks after Nvidia announced its own $100 billion partnership with OpenAI for 10 gigawatts of compute capacity. OpenAI's dual-supplier strategy reflects a calculated hedge: The ChatGPT ...

We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that caught analysts' attention. Tom Hancock, GMO portfolio manager, recently talked about Nvidia’s $100 billion deal with OpenAI during an interview on CNBC. He believes the company is “losing” on the deal. “I think vendor financing has a pretty spotty history, frankly. It’s been a feature of past bubbles that we’ve seen. NVIDIA Corp (NASDAQ:NVDA) is basically ...