Nearly every bank is highly bullish on Nvidia. “They have absolutely no idea what they’re talking about,” Jeffery Emanuel ...

The buildings that Nvidia has agreed to buy from affiliates of Sobrato Organization have addresses of 2701, 2711, 2721 and 2731 San Tomas Expressway, the county public files show. An adjacent parking ...

Nvidia has crafted a deal to buy a big office campus in Santa Clara that is near the tech and artificial intelligence titan's eye-catching headquarters. Sobrato Organization, a legendary and stalwart ...

Nebius has a strong cash position close to $3B, NVIDIA backing, and a $1 billion data center expansion plan. See why I rate ...

Samsung calls this phone Ultra because everything is supposed to be ultra. But the regular S25 and S25 Plus have a lot of its ...

The meteoric rise of DeepSeek—the Chinese AI startup now challenging global giants—has stunned observers and put the ...

And while American tech companies have spent billions trying to get ahead in the AI arms race, DeepSeek’s sudden popularity ...

AI chipmaker agrees to pay an undisclosed price for four buildings next to its headquarters along San Tomas Expressway.

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Nvidia, Broadcom, and Arista Networks produce key components for Meta's data centers. All three stocks bear different risks ...

Nvidia's RTX 5090 GPU is expected to be one of the most elusive GPUs to date at launch and based on the information available to us, it would be challenging for most users to score one even with ...

There were two main reasons we sold Nvidia last February (after holding the stock for more than five years). Second, it was unclear to us whether the adoption of AI by large enterprises will be as ...