Nebius stock has soared impressively this year, and its rise seems justified considering its outstanding growth and solid prospects. Goldman Sachs believes that the stock remains undervalued when its growth potential is taken into account.

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.

Nvidia is set to recoup billions of dollars in revenue as the Trump administration has signaled it will grant licenses for the company to resume sales of its AI chips to China after a surprise export ban in April.

Asian shares were mostly lower in early Tuesday trading, as worries about President Donald Trump’s latest updates to his tariffs weighed on investor sentiments. Japan's benchmark Nikkei 225 rose 0.1% in morning trading to 39,

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

This is the primary reason Amazon stands to overtake Microsoft -- Amazon Web Services is simply superior, and has greater market share than Microsoft Azure.  But it's not just AI, even though that's where its biggest opportunities are right now.