Chips

Alphabet stock continues its surge on the back of excitement around Google’s latest large-language model, while Tesla rises after CEO Elon Musk indicates the electric-vehicle maker has designed AI chips for its cars and data centers.

Morgan Stanley analyst Joseph Moore says reports that supplies of memory are tightening point to “very strong earnings.”

Both rivals are intensifying their efforts to reduce their vulnerabilities, and there are indications that some commitments under the deal might not be fulfilled.

Nvidia rises after the chip maker’s shares seesawed on Thursday following a solid earnings report.

Nvidia stock fell after earnings but Wall Street is even more positive on the chip maker than before.

Bitcoin price slides, delayed jobs report doesn’t make Fed’s path clearer, Walmart beats expectations as shoppers flock to bargains, and more news to start your day.

The digital asset missed out on the broader market’s earlier boost from Nvidia’s earnings beat.

Nvidia stock turns lower. Management is confident in delivering more than $500 billion in cumulative revenue from Blackwell and next-generation Rubin chips.

Nvidia turns lower as strong earnings fail to assuage concerns over an artificial-intelligence bubble.

Nvidia CEO Jensen Huang said exactly what the markets wanted to hear.

CoreWeave stock was gaining alongside AMD, Super Micro and a number of other companies as Nvidia relieved concerns over the artificial-intelligence trade.

Fed leans toward December pause, sports streaming competition heats up, Target’s incoming CEO faces challenges, and more news to start your day.

The AI trade isn’t over. But investors need to diversify too.

Anthropic in deal with Microsoft and Nvidia, Meta Platforms can avoid divesting Instagram, prediction markets in focus at CFTC nominee hearing, and more news to start your day.

The S&P 500 is having its worst November since 2008. Is help on the way?

Softbank disclosed last week that it had sold its entire stake in the chip maker.

Nvidia and Microsoft unveil a massive AI partnership with Anthropic, Home Depot reduces its full-year sales outlook, and Cloudflare reports widespread outages.

Investors still believe in tech. But it worries them as well.

Nvidia has been resting on an inflection point in recent session.

Anthropic commits to purchase $30 billion worth of compute capacity from Microsoft.

Nvidia stock was dropping with sentiment souring on technology stocks ahead of the chip maker’s earnings.

Skeptics have questioned whether tech companies are expensing the cost of their GPUs over too long a period. That would tend to boost earnings.

Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.

Some of Wall Street’s biggest concerns will be tested this week.

Nvidia earnings are coming, the Fed’s path forward is getting murkier, Berkshire Hathaway bought $4.3 billion worth of Alphabet stock, and more news to start your day.