Palantir Technologies' advanced data mapping and AI solutions give it a strong moat and impressive profitability. Click here ...

CoreWeave (CRWV) received a Reduce rating and a meager $32 price target by HSBC Global Research due to relatively low returns ...

Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to ...

NVIDIA's ARM-based N1 and N1x CPUs are now delayed until late 2026 due to new hardware challenges. More details here.

The announcement, as reported by Reuters, follows a U.S. policy reversal that now allows the company to resume H20 sales, previously banned over national security concerns. Speaking at a supply chain ...

Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

In 2018, Apple became the first publicly traded company to have a $1 trillion market cap. Since then, several more have ...

April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...

CRN rounds up Nvidia’s biggest news stories of 2025 so far, ranging from its $4 trillion market cap milestone and ongoing ...

Nvidia’s market cap crossed the $1 trillion threshold in May 2023, and the $3 trillion threshold a little more than a year ...