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Nvidia’s investment case will last for years, says “Big Short” portfolio manager
The $430B slide in the vaunted AI stock hasn't scratched the long-term story, according to Steve Eisman.
Stock rally loses steam as AI darling Nvidia enters correction territory
After a Cinderella run to become the most-expensive S&P 500 stock, the chipmaking colossus plunged nearly $400B.
Nvidia topples Microsoft to become the world’s most valuable company
The chip giant's shares have been on an unrelenting tear as AI fever continues to grip investors.
Questions for $67B ETF as Nvidia overshadows Apple
Ranked among the world's biggest tech ETFs, the thematic fund by State Street may have to radically shake up its portfolio makeup.
Nvidia in focus as last hurdle in tech earnings victory lap
With Magnificent Seven stocks riding high, all eyes are on the AI chip giant as investors anticipate another earnings beat.
Hedge funds ramp up tech allocations, says Goldman
Data show amped-up net buying in sector through long positions and short-covering even amid a slide in S&P 500 IT index.
Tesla soars as Musk’s cheaper EVs calm fears over strategy
EV stock rebounds after suffering longest rout since late 2022.
Investors ‘all in’ on US tech stocks, BofA survey finds
Allocations to these equities is highest since summer 2020.
