Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race
AI stocks are heading into the final trading stretch of 2025 with a familiar vibe: enormous ambition, enormous…
Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record
As of late morning on Wednesday, December 24, 2025, U.S. markets are trading through a holiday-thinned, shortened Christmas…
Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving
The AI stock story on December 23, 2025 isn’t just about “chips up, software up.” It’s about a…
Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector
As of 1:17 p.m. ET (18:17 UTC) on Friday, December 19, 2025, the “AI trade” is back in…
Index Slides From Record High as Broadcom and Oracle Rattle the AI Trade
Updated: Dec. 12, 2025 at 3:30 p.m. ET (prices as of ~3:27 p.m. ET). Wall Street’s winning streak…