Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a competitive big tech landscape.

Nvidia's top customers are delaying orders of the AI chip leader's latest 'Blackwell' racks due to overheating issues, the Information reported on Monday.

Nvidia blasted the Biden administration for implementing “misguided” rules limiting shipments of AI computer chips – and praised incoming President-elect Donald Trump – in a rare public broadside

If the stock keeps its premium earnings multiple, it can finish the year as the world's largest company. 2024 was the year Nvidia-- at least briefly -- became the world's largest company by market capitalization.

Pelosi's latest stock trades reveal new bullish bets on Alphabet and Amazon, while trimming Apple and Nvidia holdings

A rumor suggests the Nvidia RTX 50 series of graphics cards could be in extremely limited supply at launch as the release dates near.

Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier,

According to a recently filed congressional trading form, Congresswoman Nancy Pelosi, representing California's 11th district, revealed a sequence of transactions involving big technology corporations in late 2024 and early 2025.

Meanwhile, a slew of other tech executives including Elon Musk, Jeff Bezos and Mark Zuckerberg are reportedly set to attend the events on Monday.

Amazon's push into exclusive sporting events (Thursday Night Football and NBA streaming packages) should improve demand for advertising, as well as support its subscription pricing power. The key point is that, unlike Microsoft and Nvidia, Amazon wouldn't ...

Nvidia is currently worth $3.4 trillion, but Amazon and Alphabet could surpass its market value before year-end in 2025. Amazon is well positioned to monetize artificial intelligence (AI) due to its leadership in cloud infrastructure and platform services.