Jensen Huang does not hide his frustration with U.S. chip policies. On Nvidia’s latest earnings call, the CEO said the $50 billion market for AI chips in China is now “effectively closed to U.S. industry.

Nvidia Corporation downgraded to Buy as AI infrastructure spending slows, with future growth and margins under pressure. Click for my NVDA Q1 earnings update.

Per recent reports, Oracle is planning to purchase an estimated 400,000 graphics processing units (GPU) from Nvidia for OpenAI's new data center in Texas. Of note, the GPUs are Nvidia's new Blackwell architecture and could cost Oracle up to $40 billion.

With all eyes on Nvidia’s (NVDA) first-quarter earnings, one under-the-radar AI stock has already gained momentum, surging 30% in the past five days. That company is CoreWeave, now Nvidia’s largest holding,

Nvidia shares jumped in extended trading on Wednesday after the chip giant surpassed Wall Street’s quarterly revenue expectations amid booming AI demand. Monitor these major chart levels.

One of the funds I follow is Chase Coleman's Tiger Global Management fund, which made some major purchases of top artificial intelligence (AI) stocks during the first quarter. What stocks did Coleman and his team load up on? Let's take a look.

Nvidia results pleased investors and eased fears over China tariffs and separately a court ruled President Trump’s tariffs are illegal with the White House vowing to appeal and Elon Musk is officially done with DOGE.

Wedbush on NVDA: Nvidia and CEO Jensen Huang delivered a strong quarter with "robust numbers," Ives said in a new investor note. "With all the world and markets watching…the Godfather of AI Jensen and Nvidia delivered another robust quarter after the bell handily beating the Street yet again," Ives said.

The Nasdaq Composite is only at about breakeven for the year, as of this writing, but it's made a powerful comeback in recent weeks. The tech-heavy index is now down less than 1% year to date, a massive improvement from the drop of more than 20% it recorded in early April.

While wider markets have risen after China and the U.S. declared a 90-day halt on tariffs, which is considered a step toward de-escalating the global trade conflict,

Nvidia ( NVDA) and other semiconductor stocks slid Friday amid worries about worsening U.S.-China trade tensions.

Nvidia reported over $44 billion in revenue in its first quarter earnings call but had charges tied to exporting restrictions placed on its H20 chip.