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2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
2026-07-02
the-decoder.com
2026-07-02
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Nvidia is bankrolling AI startups to loosen Big Tech's grip on its chip business
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jul 2, 2026
Nvidia is increasingly acting like a central bank for AI startups, actively shaping the compute market. The chip giant is offering young cloud providers swee
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-06-29
stockinvest.us
2026-06-29
StockInvest.us
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2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 1:02 PM PDT 2 min read
^DJI
+0.14%
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
^IXIC
-0.46%
Explore stocks on Coinbase
Trading disclosure
Stocks were mixed on Thursday as blowout earnings from Micron (MU) failed to deter a sell-off in Big Tech,
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
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2026-06-25
Barron's
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-24
www.proactiveinvestors.com
2026-06-24
Proactive financial news
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Written by:
Oliver Haill
Updated by:
Angela Harmantas
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Alphabet Inc
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Dow powers ahead as big tech stabilizes ahead of Micron earnings
Last updated: 14:33 24 Jun 2026 EDT, First published: 08:05 24 Jun 2026 EDT
2:30pm: Market movers
FedEx Corp (NYSE:FDX, XET
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Is NVIDIA (NVDA) One of the Best Big Tech Stocks to Buy According to Wall Street Analysts?
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:41 AM PDT 2 min read
NVDA
-1.03%
SAAQ.PVT
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to buy according to Wall Street analysts. Reuters reported on June 11 that, according to a post by Andrews on
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-17
news.google.com
2026-06-17
marketplace.org
2026-06-10
www.mk.co.kr
2026-06-10
매일경제
사진 확대
"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
247wallst.com
2026-06-06
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2026-05-31
www.aol.com
2026-05-31
AOL.com
Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-28
www.digitimes.com
2026-05-28
digitimes
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
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