'Big Short' investor Steve Eisman says Meta is losing the AI spending war to Google and Microsoft, citing its balance s...

JPMorgan CEO Jamie Dimon praised Nvidia as an "unbelievable" company and called AI a true productivity revolution, but ...

At SIGGRAPH 2024, Nvidia CEO Jensen Huang joked that he might have followed Mark Zuckerberg's college-dropout path if he...

Momo Buys On Pullback

(Editor’s note: The future prices of benchmark tracking ETFs and headlines were updated in the story.) U.S. stock futures de...

A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio near...

Smart Money Making Tactical Changes

China's subsidies for data centers lead to drop in AI chip stocks like Nvidia, Broadcom, Marvell, AMD, TSMC, Micron, Arm, I...