NVIDIA Corporation

Nvidia's latest chip for the Chinese market has failed to generate excitement among local customers, Reuters has found out

Huawei has found a way to compete in the AI race with Nvidia even with weaker chips

David Rosenberg thinks overheated stock valuations could lead to another Wall Street collapse

"Giant bubble": what does the economist who predicted the 2008 crisis warn about? 

Meta Platforms, Inc.

Oracle Corporation

The Federal Reserve cut rates by 0.25 bps to 4-4.25% and hinted at two more easings before the end of the year, attributing the decision to risks to the labor market with continued inflation pressures. Meta unveiled new models of smart glasses, including Ray-Ban Display with display and neuroblade for $799 and Oakley Vanguard sports for $499, and Netskope is preparing for an IPO with a $7.3 billion valuation. On these and other topics - in our review of key events by the morning of September 18.

Walmart Inc.

Walmart's market value is up more than 16% since the beginning of the year  

Bank of America expects Walmart stock to rise another 21%. What does this have to do with AI?

Alibaba Group Holding Limited

Investors bet on Chinese tech amid restrictions on Nvidia

Alibaba to supply chips to Chinese telecom giant. What this means for the AI market

Bloom Energy Corporation

Bloom Energy's capitalization is already up 230% this year, but analysts believe that's not the limit

The little-known company's stock has hit a record. Why does it benefit from Oracle's success?

Palantir Technologies Inc.

Salesforce, Inc.

Salesforce shares are down 28% YTD, but analysts see a chance for growth

 Salesforce is entering the homeland security market. Is that a threat to Palantir?

Apple Inc.

Apple's devices are ready for AI, it's just a matter of new software

From outsider to leader: why Bernstein is betting against the market - on Apple's leap into AI

CoreWeave, Inc.

A major $6.3 billion contract with Nvidia was a reason for optimism

CoreWeave received two stock rating upgrades in one day. Is it too late to buy them?

Broadcom Inc.

Micron Technology, Inc.

PHLX semiconductor index shows a 22% return relative to the beginning of 2025

Semiconductor stocks have the longest streak of growth in 8 years. Who's in the lead?

GE Vernova Inc.

BofA forecasts annual growth in U.S. electricity demand of 2.5% over ten years

GE Vernova shares have nearly doubled in price since the beginning of the year. Is it too late to buy them?

Alphabet Inc.

If Gemini becomes a mainstream consumer AI app, the consequences for OpenAI would be "catastrophic," experts say

Artificial intelligence (AI)