CoreWeave, Inc.

NVIDIA Corporation

Nvidia has invested an additional $2 billion in CoreWeave, a cloud services provider for developing and training AI models. With the help of this deal, Nvidia expects to accelerate the realization of plans to build more than 5 gigawatts of computing power for artificial intelligence by 2030, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip">writes</a>.

Nvidia to invest another $2 billion in cloud services provider CoreWeave, its stock jumped

Intel Corporation

Advanced Micro Devices, Inc.

Despite the political risks of recent weeks, the U.S. stock market remains relatively close to record highs

The S&amp;P 500 Index declined for the second week in a row for the first time since June

Alibaba Group Holding Limited

Tencent Holdings Limited

According to the Financial Times, Nvidia was expecting more than 1 million orders from Chinese customers

China has ordered Alibaba and other tech companies to prepare orders for Nvidia chips

Alphabet Inc.

Apple Inc.

The beginning of the reporting season can give a positive impetus to the securities of US bigtechs, says Nationwide strategist 

Mag7 shares have been lagging the market for months now. Is it time to buy them?

KIOXIA HOLDINGS CORPORATION

SoftBank Corp.

Quotes rose amid increased risk appetite on the stock market 

Shares of chipmakers soar after Nvidia CEO fueled AI euphoria at Davos

The development of artificial intelligence has triggered "the largest infrastructure deployment in human history" and this process is contributing to job creation, Nvidia CEO Jensen Huang said, speaking at the World Economic Forum in Davos. Oninvest has collected the main points from his speech.

"Five-layer cake" AI, the bubble and jobs: what did the head of Nvidia talk about at Davos? 

The Goldman Sachs Group, Inc.

U.S. stocks rose on Thursday thanks to a rally among chipmakers and in the banking sector. Indices returned to growth after two sessions of decline, <a href="https://www.cnbc.com/2026/01/14/stock-market-today-live-updates.html">writes </a>CNBC. Additional support for the market was provided by the decline in oil prices: Mark Brent and WTI fell in price by more than 4%. In addition, economic data showed the stability of the labor market.

U.S. indices returned to growth thanks to a rally by chipmakers and banks 

Taiwan Semiconductor Manufacturing Company Limited

TSMC's financial performance will be strong in 2026, Counterpoint Research predicts

TSMC hits record profit and beats forecasts amid demand for AI chips

Shares of AI chipmaker Nvidia rose 36% over 2025, outperforming other AI sector stocks

Nvidia shares 'lagging AI market': Wolfe analyst adds chipmaker to his top picks

Officials have advised Chinese companies to refuse to buy Nvidia chips; the status of the restrictions remains unclear, Reuters' sources said

China has effectively banned imports of Nvidia H200 AI chips - Reuters

Palantir Technologies Inc.

Michael Burry, who predicted the 2008 crisis and is now betting on Nvidia's falling stock price, has for the first time detailed <a href="https://post.substack.com/p/the-ai-revolution-is-here-will-the">his</a> reasons for being skeptical of AI. In correspondence with Anthropic co-founder Jack Clark and podcaster Dwarkesh Patel, the investor described his vision of the sector's capitalization, spoke out about the hyper-scaler payback trap and shared his thoughts on a possible AI apocalypse. Oninvest publishes excerpts from Burry's remarks.

Buffett's escalator: the Big Short investor on the bubble, the Nvidia problem and the AI apocalypse

Oracle Corporation

Meta Platforms, Inc.

Microsoft Corporation

The iconic shortstop explained why he's betting against Nvidia but not shorting Meta and Alphabet, and also named his new target 