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NVDA, AVGO shares rise after Google boosts capex to $85 billion
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Alphabet raises 2025 capex to $85B amid AI investment push
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Alphabet (GOOGL) increasing investment in capital expenditures in 2025 to approximately $85 billion, versus $75 billion prior
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Active options: NVDA OPEN TSLA MARA AAPL GOOGL AMD HIMS MSTR RKT
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Active options: NVDA OPEN MARA TSLA AAPL AMD RKT SOFI LCID DNUT
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Active options: NVDA OPEN TSLA AAPL AMD NIO PLTR HOOD
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xAI's Colossus 2 GB200 cluster using Credo cable - SemiAnalysis
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Active options: NVDA OPEN TSLA AAPL AMD NIO PLTR HOOD LCID KSS SOFI
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Musk said: 'The @xAI goal is 50 million in units of H100 equivalent-AI compute'
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Here’s why Intel is in a catch-22 situation: Loop Capital
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15 names that Morgan Stanley’s analysts expect to move meaningfully on earnings
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Nvidia resuming GPU shipments to China will benefit this Taiwan-based name: MS
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Active options: OPEN NVDA AAPL TSLA AMD AMZN PLTR HOOD LCID GME
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Active options: OPEN AAPL NVDA TSLA QS IREN AMZN AMD GOOGL
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Charles Schwab expands overnight trading to more than 1,100 securities
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WeRide launches HPC 3.0 platform with Lenovo and NVIDIA chips
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NVIDIA (NVDA) option IV near low end of range as share price near record high
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Top Republican on House China Committee objects to the resumption of NVIDIA H20 chip shipments to China in letter to US Commerce Secretary Lutnick - Reuters
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From chips to cloud: AI's golden era is just starting, says Wedbush's Ives
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OpenAI faces $700bn+ TAM by 2030: JPMorgan
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Nvidia’s H20 chip supply to boost these 3 China stocks: JPM
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Active options: NVDA TSLA LCID PLTR OPEN AMD AAPL HOOD NIO
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Oracle 'transitioning into a new paradigm' says Scotiabank
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S&P 500 likely to get back on the straight and narrow
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Goldman Sachs Downgrades SK Hynix (000660:KS) to Neutral, 'continue to be constructive on the long-term outlook for the HBM market'
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Apollo economist warns: AI bubble now bigger than 1990s tech mania
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Active options: NVDA TSLA AAPL HOOD RGTI AMD OPEN AMZN PLTR META
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Wedbush's Ives says tech stocks will have a very strong H2 2025
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Who might benefit/lose when the H20 shipment resumes?
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NVIDIA (NVDA) PT Raised to $200 at Needham
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Quantum computing could lead to a new world order, BofA says
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Active options: NVDA AMD TSLA SMCI AAPL PLTR BABA MSTR
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NVIDIA (NVDA) PT Raised to $192 at Mizuho
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Nvidia's H20 update is positive for these Chinese 6 AI stocks
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Citi Positive on AMD, AVGO, MU and NVDA
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Active options: NVDA AMD TSLA SMCI AAPL PLTR BABA MSTR SOFI
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Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT
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NVIDIA (NVDA) PT Raised to $220 at BofA Securities After China AI resumption
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Active options: NVDA AMD TSLA PLTR SMCI AAPL BABA MSTR QS
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NVIDIA (NVDA) call put ratio 1.9 calls to 1 put as share price up 4.4%
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3 chip stocks to focus on during Q2 earnings season: KeyBanc
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3 markets in eight months — understanding the playbook for what’s next
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William Blair Reiterates Outperform Rating on NVIDIA (NVDA) 'Opportunity for $0.30 in additional EPS'
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Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA), reiterates 'Top Pick'
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NVIDIA (NVDA) PT Raised to $200 at Oppenheimer
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Citi Reiterates Buy Rating on NVIDIA (NVDA)
