Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

The company is pushing the idea that AI-generated graphics will be a key to improved productivity in factories and warehouses ...

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

The move could open the door to China securing more advanced computing power from the U.S. even as the two countries battled ...

Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...

The Allen Institute for AI (Ai2) will receive $152M from Nvidia and the NSF to lead a five-year project building fully open ...

President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

OpenAI’s Sam Altman warns of an artificial intelligence (AI) bubble. Big tech stocks like Microsoft could collapse if Altman ...

Lam Research challenges Nvidia's dominance in hedge fund portfolios, gaining confidence as a key player in the AI chip ...

NVIDIA Corporation (NASDAQ: NVDA) is one of the Buzzing AI Stocks on Wall Street. On August 15, Morgan Stanley reiterated the ...

Nvidia ( NVDA -0.85%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio ...