The Latest Breaking News from Nvidia

Tech stocks were the biggest gainers on Wall Street today, with Nvidia and Dell making notable moves.

Nvidia is an AI stock that continues to trade at a reasonable multiple in 2025, despite generating outsized returns over the last five years.

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

Financial institutions are raising concerns about a potential AI investment bubble

The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.

The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble

Today, a large volume of call options in AMD stock traded after Advanced Micro Devices announced a major deal with OpenAI on Oct. 6. AMD shot up 28.5% and it's up 6% again today. Investors are bullish on its upside.

AMD’s long-term catalysts are compelling. However, after a 76% rally, AMD isn’t cheap.

If you want to see capitalism at its most feverish, forget crypto or meme stocks. The new mania has a more respectable name: AI Infrastructure. Data centers, mazes of silicon and cooling coils, are devouring every spare dollar, pound of copper and parcel of land they can find.