NVDA and GOOGL Related Headlines
Go Back- OpenAI’s Next AI Model Will Have 'Extreme' Reasoning - The Information
- OpenAI targets $280 billion revenue by 2030, cuts compute spending goal - CNBC
- Google in Talks to Invest About $100 Million in Startup Fluidstack - WSJ
- Why this economist says the AI rally still has a bit further to run
- ChatGPT Exceeding 10% Monthly Growth - CNBC
- Nvidia CEO Says Massive AI Capex Is Appropriate, Necessary
- Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
- After-hours movers: Alphabet, Broadcom, Snap, Qualcomm, e.l.f. Beauty
- Sen. Warren, Others Urge FTC To Scrutinize Tech AI Deals - CNBC
- U.S. warns Korea against targeting American tech firms amid trade escalation - WSJ
- Goldman: 'We continue to prefer Broadcom and Nvidia within the compute ecosystem'
- RBC Capital Starts Astera Labs (ALAB) at Outperform
- Data center investments to hit $3 trillion over next five years, says Moody’s
- Deepseek To Release Next Flagship AI Model In Feb - Information
- U.S. House Committee to hold hearing on January 13 on legislation to speed up self-driving car deployments
- Stifel: 'Jensen Huang noted that while Tesla and Waymo have robust proprietary systems, NVIDIA is "doing it for everyone else."'
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Nvidia plans to test a robotaxi service in 2027 in self-driving push - CNBC
- Goldman Sachs: 'top themes we're tracking for 2026'
- Evercore's Emanuel explains why the AI trade won't crash
- Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects
- Google teams with Meta’s PyTorch to chip away at Nvidia’s moat, Reuters says
- Is there an AI bubble? Or are there more than one?
- Trump to issue executive order on AI regulation this week
- Amazon launches Trainium3 chip to compete with Nvidia and Google
- Northland Starts Synaptics (SYNA) at Outperform
- Seaport Global Securities Reiterates Sell Rating on NVIDIA (NVDA), PT $140, 'We see Nvidia facing growing competitive pressure'
- Mega-cap growth hinges on these 3 Magnificent 7 members, says Citi
- Macquarie says AI isn't a bubble as demand still far outstrips supply
- Nvidia makes statement amid Google competition, says 'NVIDIA is a generation ahead'
- Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
- Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- 'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
- BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
- Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
- Wedbush's Ives lists top 10 tech stocks to own into year-end
- Nvidia and AMD stock falls amid Meta-Google AI chip talks
- Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
- Meta reportedly in talks to buy billions-worth of Google chips
- Meta Platforms (META) in talks to spend billions on Google's chips - The Information
- Meta in talks with Google over use of its TPU chips in 2027 - The Information
- Broadcom stock surges 10% as Google AI success boosts supplier outlook
- Google's Gemini 3 advances shake up AI competitive landscape
- Nvidia gives back big early gains despite Huang dismissing AI bubble concerns
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- Is the entire AI-driven rally suddenly at stake?
- NVIDIA (NVDA) gains as hyperscalers continue to raise capex budgets
- NVIDIA RTX PRO 6000 Blackwell GPUs now available on Google Cloud
- Goldman: 'We are not concerned about the total amount of AI investment'
- Anthropic Expects Base Case In 2026 Annualized Revenue Of $20 Billion - Reuters
- Is OpenAI’s stock sale the latest evidence we’re in an AI bubble?
- UiPath shares jump on NVIDIA, OpenAI partnerships
- UiPath shares surge on NVIDIA, OpenAI partnerships
- Q3 earnings season is almost here — Here's what this analyst expects to see
- Alphabet, not Nvidia, should be world's most valuable company says this analyst
- Quantum computing market could be worth $4 billion by 2030, BofA estimates
- OpenAI projects $100 billion spend on backup servers, The Information reports
- Oracle (ORCL) PT Raised to $370 at Melius
- Nvidia supplier Nebius soars 48% on AI infrastructure deal with Microsoft
- FTC Plans to Start Study on AI Chatbots' Effect on Children - WSJ
- Palantir (PLTR) Wedbush: 'We believe the AI Revolution is now heading into its next stage of growth'
- Wolfe: 'as long as cracks don’t begin to form within AI spending expectations, stocks will continue to grind higher'
- ChatGPT continues steady gains in search market, Wells Fargo says
- These are top 10 stocks traded on the Robinhood UK platform in July
- OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT
- Exclusive-Alphabet's CapitalG, Nvidia in talks to fund Vast Data at up to $30 billion valuation, sources say
- Alphabet raises capex by $10 billion: This is good for these 3 AI stocks
- Roundhill Investments launches five new WeeklyPay ETFs on Cboe BZX
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
- Trump to sign order to fast track AI projects
- NVDA, AVGO shares rise after Google boosts capex to $85 billion
- Alphabet raises 2025 capex to $85B amid AI investment push
- Alphabet (GOOGL) increasing investment in capital expenditures in 2025 to approximately $85 billion, versus $75 billion prior
- CoreWeave shares climb on $1.5 billion debt offering amid AI expansion
- OpenAI faces $700bn+ TAM by 2030: JPMorgan
- Oracle 'transitioning into a new paradigm' says Scotiabank
- Citi Positive on AMD, AVGO, MU and NVDA
- 3 markets in eight months — understanding the playbook for what’s next
- Zuckerberg pledges ’hundreds of billions of dollars’ amid superintelligence push
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- Nvidia-backed Perplexity launches AI-powered browser to take on Google Chrome
- Wedbush: 'The Godfather of AI Jensen and Nvidia Enter the $4 Trillion Market Cap Club'
- Who could win and lose on tighter Trump AI controls? UBS weighs in
- Wedbush's Dan Ives: 'Stage is Set For Tech Stocks to Be Up Another 10%+ in 2H With AI Tailwinds'
- Alphabet (GOOGL) convinces OpenAI to use TPU chips in win against Nvidia (NVDA) - The Information
- Microsoft and Nvidia lead the charge toward $4 trillion market cap: Wedbush
- CoreWeave reportedly a key player in Google-OpenAI partnership
