Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence (AI) bonanza. Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025,
Nvidia’s stock falls as these two questions dog investors
Nvidia Corp.’s stock is declining in Monday action as investors weigh the potential for tariffs to impact chip companies and continue to assess the fallout from DeepSeek. Shares of Nvidia are down 3.4% in midday action to rank among the worst performers in the PHLX Semiconductor Index The stock has pared losses with President Trump now saying he has agreed to pause the Mexico tariffs for a month.
‘Time to Double Down,’ Says Investor About Nvidia Stock
Nvidia (NASDAQ:NVDA) stock has been on a rough ride over the past week, plunging 16% after China’s DeepSeek unveiled its R1 AI model. This
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has a median target price of $175 per share among the 67 analysts who follow the company. That implies 45% upside from its current share price of $120.
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia stock pops as Big Tech spending boom cools DeepSeek fears
Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom ...
Microsoft's Sell-Off? Here's Why I'm Buying
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
Why Did Apple and Meta Platforms Rise While Nvidia Fell 17% in 1 Day?
Apple had sold off considerably in the first few weeks of 2025. Meta just hit an all-time high and is still a great buy. Jan.
Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190.
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
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Nvidia fixes the Valorant crashes with a new hotfix driver version for Windows 11
Nvidia issued a GeForce hotfix driver to fix Valorant crashes for users with RTX 50 graphics cards. Here's how to get the fix ...
Microsoft's Build 2025 developer conference kicks off on May 19th
Microsoft's annual Build developer conference will take place in Seattle and run from May 19 to May 22, the company announced ...
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...
Why Nvidia Stock Rallied on Wednesday
Shares of Nvidia ( NVDA 4.16%) gained ground on Wednesday, climbing as much as 5%. As of 12:42 p.m. ET, the stock was still ...