OpenAI is in talks to raise as much as $100 billion from a number of well-heeled investors, including Nvidia, Microsoft, Amazon, and SoftBank. This funding round could value OpenAI at $750 billion, making it one of the world's most valuable private companies.

Graphics card prices are skyrocketing and there doesn't appear to be relief in sight, but these older graphics cards may still offer the performance you want.

The database and cloud software company assured investors that NVIDIA and OpenAI's supposedly lofty deal won't help or hurt its business.

This is all to say that Micron may not surge 10x from here and become the "next Nvidia." However, given the secular tailwinds fueling its growth, I do think Micron is on the cusp of having an "Nvidia moment" and could experience another breakout.

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.

Norges Bank Investment Management (NBIM), which runs Norway's $2.2 trillion sovereign wealth fund, has modeled a brutal “AI correction” —and the stress test shows equities down 53%. What NBIM Modeled In the fund's “AI correction” scenario,

Nvidia can pleasantly surprise investors in 2026.