Hyperscalers guide for up to $630 billion of 2026 capex as AI data center suppliers surge
Hyperscale cloud providers have collectively guided for $600 billion to $630 billion in combined capital expenditures for 2026, with roughly...
Nvidia (NVDA) Stock News
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
NVIDIA Corporation
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Alphabet and Tesla shares fall as AI capital spending drains free cash flow
Alphabet and Tesla shares fell last week after quarterly results showed rising capital expenditures and declining free cash flow. Microsoft,...
S&P 500 edges higher as chip losses offset gains ahead of megacap earnings
The S&P 500 edged higher in a choppy Tuesday session as gains in consumer staples, materials and healthcare offset a...
Alphabet’s negative free cash flow puts Microsoft, Meta and Amazon earnings under scrutiny
Alphabet and Tesla shares took a hit last week after quarterly results showed rising capital expenditures and declining free cash...
Nvidia’s Huang meets Commerce Secretary Lutnick as US probes Blackwell chip exports to China
The Trump administration is investigating potential violations involving exports of Nvidia’s advanced AI chips to China, and the chipmaker’s CEO...
