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The Latest Breaking News from Ben Reitzes

Nvidia, AI Chipmakers Buoyed By Google Capex, Trump Plan

The Trump administration's "AI Action Plan" and Google's increased data center spending are likely to buoy Nvidia and other AI chip stocks, analysts say.

Investors Business Daily

Wall Street Cheers Nvidia's Return To China AI Market

The Trump administration removed a major overhang on Nvidia stock when it cleared the chipmaker to resume selling AI chips in China.

Investors Business Daily

Microsoft Stock Gets Price-Target Hike On Cloud, AI Businesses

An analyst raised his price target on Microsoft stock, saying the software giant will benefit as AI drives more cloud infrastructure usage.

Investors Business Daily

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AMD Stock Gets New Buy Rating As AI Efforts Take Hold

Advanced Micro Devices has turned a Wall Street skeptic into a bull with its progress in artificial intelligence chips and computing systems.

Investors Business Daily

IBD Stock Of The Day: Cisco Tests Buy Point, 'Getting On The Right Side Of AI'

Cisco Systems, IBD Stock Of The Day, is flirting with a buy point as the old tech giant gains traction as an AI infrastructure provider.

Investors Business Daily

AI Chip Stocks Advance Amid Higher Market Estimates

AI chip stocks rose Monday as several Wall Street analysts reiterated their bullish views on the artificial intelligence market.

Investors Business Daily

Apple Offers Little To Get Excited About At WWDC

The reviews are in for Apple's WWDC 2025 keynote presentation on Monday and they aren't good. And the news didn't help Apple stock.

Investors Business Daily

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Stock Market Today: Stocks Struggle Ahead of Nvidia Earnings

The three main indexes closed lower as Wall Street awaited the AI bellwether's quarterly results.

Kiplinger

Expectations For Apple's WWDC Couldn't Be Lower

Expectations for Apple's Worldwide Developers Conference are subdued this year. And that sentiment is reflected in Apple stock.

Investors Business Daily

Nvidia Had a $900 MILLION Bet on CoreWeave in Q1. How Should You Play CRWV Stock Here?

CoreWeave stock extends gains as a filing shows Nvidia owned $900 million worth of shares in Q1. Analyst says there are better ways to play AI infrastructure than CRWV shares.

Barchart

Nvidia Stock Retakes Key Level On Saudi AI Deal

Nvidia stock jumped on news that it will supply semiconductors to a Saudi Arabian artificial intelligence company, Humain.

Investors Business Daily

Apple Stock Bull Slashes Price Target Over Trump's 'Tariff Armageddon'

A Wall Street analyst slashed his price target on Apple stock over the impact of President Donald Trump's "tariff Armageddon."

Investors Business Daily

Is Google Stock Doomed to Be the Next Kodak? Some Experts Are Worried Alphabet Is Headed for Irrelevancy.

Down 24% from all-time highs, Alphabet stock trades at a cheap multiple but is vulnerable to AI-related disruption.

Barchart

U.S. Trade Restrictions Remain Big Overhang On AI Chip Stocks

U.S. trade restrictions are a major overhang on AI chip stocks, including Nvidia. Industry officials are lobbying the White House for changes.

Investors Business Daily

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Investors Business Daily

Amazon Stock Retakes Key Level As Analyst Offers Upbeat View After Nvidia Event

Nvidia's AI Super Bowl didn't excite investors but an analyst said Amazon's long-term opportunity from the trend is clear.

Barchart

GTC 2025 Kicks Off on March 17. How Important Is That Really for Nvidia Stock?

Here is what investors should expect from the upcoming conference.

Investors Business Daily

Nvidia Price Target Slashed As AI Stocks Swoon. 'No One Knows What's Going On,' Says Analyst.

A Wall Street analyst cut his price target on Nvidia stock on Monday, citing "a multitude of factors (that) have clouded the near term."

Investors Business Daily

Marvell Misses Q1 Sales 'Whisper Number.' AI Chipmaker's Stock Drops.

Marvell Technology failed to meet Wall Street's lofty "whisper number" with its sales guidance, disappointing many MRVL stock investors.

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Investors Business Daily

AI Fueling Apple iPhone Sales But Limited Rollout Has Hurt

Apple iPhone sales rose in those markets where the company rolled out artificial intelligence features. The news was positive for Apple stock.

Investors Business Daily

Nvidia Stock Posts Sharp Weekly Loss Despite CES Glow

Nvidia stock posted a sharp weekly loss despite rave reviews of CEO Jensen Huang's CES presentation.

Investors Business Daily

Google Eyes Big Weekly Gain On AI, Quantum Offensive

Google stock was on track to record a hefty weekly gain on the tech giant's big offensive on the AI and quantum computing fronts.

Investors Business Daily

Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps

Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report.

Investors Business Daily

Smart Home Devices Could Boost Apple Stock, Analyst Says

Rumored smart home products at Apple could provide the next leg up in the company's growth story, an Apple stock analyst said.

Investors Business Daily

Nvidia Stock Called 'Must-Own,' 'Once-In-A-Lifetime Opportunity'

Nvidia stock received price-target increases Monday from several Wall Street analysts who gushed about the chipmaker's opportunity in artificial intelligence.

Investors Business Daily

Will Super Micro Stock Get Delisted? Dell Stock Gains Amid Uncertainty.

Analysts are weighing the chances that Super Micro Computer could be delisted from the Nasdaq exchange over its accounting issues.

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