Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
Nvidia reports record earnings quarter as China’s H200 sales freeze persists
Nvidia has yet to generate any revenue from its H200 chips in China and does not know if…
AI Bubble — TradingView News
The crypto markets are sitting in a mood that rarely looks like hope. Fear sits very high, and…
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Salesforce CEO Marc Benioff: This isn’t our first SaaSpocalypse
Salesforce pulled out all the stops to convince investors that the AI revolution won’t be its death when…
Amazon’s $50 billion OpenAI investment may depend on IPO or AGI, The Information reports
Feb 25 (Reuters) – Amazon’s (AMZN) plan to invest up to $50 billion in OpenAI could depend on…
Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears
Cheng Xin | Getty Images News | Getty Images Asian tech stocks rallied in early trading on Thursday…
Better Artificial Intelligence (AI) Stock: Micron Technology vs. Sandisk
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been flying high in the market in 2026, registering…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. These Stocks Are Best Positioned to Win.
The early innings of the artificial intelligence (AI) infrastructure buildout have been dominated by training, as companies rush…
Nvidia has another record quarter amid record capex spends
Chip giant and world’s most valuable company Nvidia reported record profits in its most recent quarter on Wednesday,…