MSFT and NVDA Related Headlines
Go Back- NVIDIA partners with Microsoft on agentic AI computing stack
- Microsoft unveils Surface Laptop Ultra with NVIDIA Blackwell GPU
- JPMorgan sees further upside for Mag-7, but not a repeat of 2025
- Nvidia's new RTX Spark PC chip moves chipmakers and tech stocks
- NVIDIA unveils RTX Spark chip for Windows PC
- Tiger Capital Files 13-F
- Tiger Global buys Nvidia, cuts others
- Trump revamps stock portfolio, adding Nvidia and other AI names
- Compass Point Positive on IREN Ltd. (IREN): 'roughly 5GW of secured power, stronger build-execution visibility...'
- Anthropic signs deal with SpaceX for AI supercomputer access
- Bank of America: 43% of Global Active Funds Beat Benchmarks in April
- OpenAI partners with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch MRC networking protocol
- Pentagon signs AI deals with Nvidia, Microsoft, AWS and Reflection
- OpenAI fires back at WSJ report on revenue concerns
- OpenAI releases GPT-5.5 with improved coding and research capabilities
- The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
- Amazon's Jassy says AI revenue run rate is over $15 Bln, hints at future chip sale
- Anthropic launches Project Glasswing to secure critical software
- Microsoft, Nvidia Announce Ai Collaboration On Nuclear Energy - Bloomberg
- Long-only funds are buying non-US stocks, BofA says
- Jensen: 'we offer confidential computing'
- NVIDIA's (NVDA) Huang says supply chain is secured
- OpenAI’s Next AI Model Will Have 'Extreme' Reasoning - The Information
- OpenAI secures $110 billion in funding at $730 billion valuation
- OpenAI raises $110 billion at $730 billion valuation
- OpenAI targets $280 billion revenue by 2030, cuts compute spending goal - CNBC
- Why this economist says the AI rally still has a bit further to run
- Anthropic valued at $380 billion in latest $30 billion funding round
- ChatGPT Exceeding 10% Monthly Growth - CNBC
- OpenAI denies rumors of scrapped Super Bowl ad featuring AI device
- Buy the 30% pullback in this chip stock, analyst says ahead of today's earnings
- Top Two Magnificent Seven Stocks To Buy Now, According to WarrenAI
- Exclusive-OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
- OpenAI determined it needs alternatives to Nvidia’s latest AI chips in some cases, has sought alternatives since last year - Reuters
- Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI, The Information reports
- Nvidia, Microsoft, Amazon Weigh New Openai Funding- The Information
- Softbank In Talks To Invest Up To $30 bln More In Openai- WSJ
- Microsoft launches Maia 200 AI chip for faster model inference
- 5 big analyst AI moves: Nvidia top 2026 pick, ASML gets big price target hike
- Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
- Data center investments to hit $3 trillion over next five years, says Moody’s
- Deepseek To Release Next Flagship AI Model In Feb - Information
- Anthropic eyes $350 billion valuation in massive round, Journal reports
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Goldman Sachs: 'top themes we're tracking for 2026'
- Evercore's Emanuel explains why the AI trade won't crash
- Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects
- Is there an AI bubble? Or are there more than one?
- Microsoft stock falls after report of lowered AI sales quotas
- Nvidia partnership could be a 'big tailwind' for this semiconductor stock
- The Energy Breakthrough That Could Power the AI Era
- Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- 'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
- Wedbush's Ives lists top 10 tech stocks to own into year-end
- Google's Gemini 3 advances shake up AI competitive landscape
- Nvidia gives back big early gains despite Huang dismissing AI bubble concerns
- Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
- Claude AI: An overview of Anthropic’s frontier models, including Claude Sonnet
- Artificial Intelligence Influence on Solar Energy Market Driving Revenues Projected to Reach $18 Billion by 2030
- Hedge funds are buying these two big tech stocks while selling two rivals
- Trump: we must have one AI federal standard instead of a patchwork of 50 State regulatory regimes
- NVIDIA expands Microsoft partnership with Blackwell GPUs for AI infrastructure
- Nvidia, Microsoft are committing to invest in Anthropic's next fundraising round - Reuters
- SymphonyAI integrates NVIDIA Omniverse into industrial AI platform
- Anthropic valued at $350B after Microsoft and Nvidia deal - CNBC
- Microsoft, NVIDIA and Anthropic forge major AI partnerships
- Microsoft, NVIDIA partner with Anthropic in $15 billion AI deal
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- Mizuho on Amazon.com (AMZN): 'We view the OpenAI deal validating the long-term opportunity for AWS'
- US allows Microsoft (MSFT) to ship Nvidia (NVDA) AI chips to use in UAE for first time - FT
- NVIDIA (NVDA) gains as hyperscalers continue to raise capex budgets
- Vital Knowledge's Adam Crisafulli on the World of AI: 'major companies and individuals have adopted a Trump-like strategy of saturating the media'
- Jim Chanos warns AI spending boom mirrors dot-com bubble risks
- Goldman: 'We are not concerned about the total amount of AI investment'
- Anthropic Expects Base Case In 2026 Annualized Revenue Of $20 Billion - Reuters
- Nvidia stock rises after Nscale contracts 200,000 GB300 GPUs with Microsoft
- S&P 500 earnings preview: All eyes on Magnificent 7
- Is OpenAI’s stock sale the latest evidence we’re in an AI bubble?
- Openai Completes Share Sale At Record $500 Billion Valuation - Bloomberg
- CoreWeave stock soars after $14.2 billion Meta computing deal
- Q3 earnings season is almost here — Here's what this analyst expects to see
- Quantum computing market could be worth $4 billion by 2030, BofA estimates
- Nvidia announces strategic partnership with OpenAI, shares climb
- OpenAI projects $100 billion spend on backup servers, The Information reports
- Microsoft building world’s most powerful AI datacenter in Wisconsin
- Nvidia has largest short position by dollar value as risk exposure declines - S3
- Oracle (ORCL) PT Raised to $370 at Melius
- HSBC sees medium-term opportunities for share buyback at NVIDIA
- Nvidia supplier Nebius soars 48% on AI infrastructure deal with Microsoft
- Nvidia Agreed To Rent Its Own Ai Chips From Lambda - Information
- FTC Plans to Start Study on AI Chatbots' Effect on Children - WSJ
- Palantir (PLTR) Wedbush: 'We believe the AI Revolution is now heading into its next stage of growth'
- Wolfe: 'as long as cracks don’t begin to form within AI spending expectations, stocks will continue to grind higher'
- ChatGPT continues steady gains in search market, Wells Fargo says
- OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT
- Alphabet raises capex by $10 billion: This is good for these 3 AI stocks
- Roundhill Investments launches five new WeeklyPay ETFs on Cboe BZX
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
- Trump to sign order to fast track AI projects
- CoreWeave shares climb on $1.5 billion debt offering amid AI expansion
- From chips to cloud: AI's golden era is just starting, says Wedbush's Ives
- OpenAI faces $700bn+ TAM by 2030: JPMorgan
- Oracle 'transitioning into a new paradigm' says Scotiabank
- Apollo economist warns: AI bubble now bigger than 1990s tech mania
- Wedbush's Ives says tech stocks will have a very strong H2 2025
- 3 chip stocks to focus on during Q2 earnings season: KeyBanc
- 3 markets in eight months — understanding the playbook for what’s next
- Zuckerberg pledges ’hundreds of billions of dollars’ amid superintelligence push
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- Wedbush: 'The Godfather of AI Jensen and Nvidia Enter the $4 Trillion Market Cap Club'
- Who could win and lose on tighter Trump AI controls? UBS weighs in
- AI momentum could drive more gains for tech in second half: Wall Street
- Wedbush's Dan Ives: 'Stage is Set For Tech Stocks to Be Up Another 10%+ in 2H With AI Tailwinds'
- Microsoft stock falls on reported six-month delay for next AI chip
- Microsoft (MSFT) Next AI Chip Facing ~6-mo Delay - The Information
- Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush
- Tech rally has legs amid rising AI adoption, says UBS
- AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race
- Micron boosts planned U.S. investment by $30 billion amid AI-driven demand
- CoreWeave reportedly a key player in Google-OpenAI partnership
- Musk apology to Trump could reopen path for renewed alliance says Dan Ives
MSFT and NVDA Related Press Releases
Go Back- The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
- The Energy Breakthrough That Could Power the AI Era
- Artificial Intelligence Influence on Solar Energy Market Driving Revenues Projected to Reach $18 Billion by 2030
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
