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• Nvidia's stalled AI chip deal with UAE frustrates Huang - report
• AMD leads semiconductor stocks higher as major AI investments continue to mount
• Microsoft's Nebius deal to provide computing power to internal teams to ease AI crunch: report
• SA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPC
• Tech Voices: Microsoft on chips, 365-Copilot bundle; Qualcomm-Arm
• Nscale raises additional $433M in funding, days after adding $1.1B to its coffers
• South Korea's Samsung and SK hynix join OpenAI’s Stargate project
• Nvidia tops $4.5 trillion market cap
• Nvidia competitor Cerebras raises $1.1B funding round, now valued at $8.1B
• Tech Voices: Ford CEO on EV market, Cerebras, AI CapEx spending
• SA Asks: What's the most attractive chip stock right now?
• Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: report
• Nvidia, Broadcom supply chains 'sound the best,' with upward revisions coming: KeyBanc
• CoreWeave pops amid new $14B deal with Meta for AI power
• Nvidia leads chip stocks higher to start the week
• Wall Street eyes new leaders beyond the Magnificent Seven as AI trade expands
• Insider trades: Sales continue at Nvidia; Broadcom, Blackstone among other notable names
• Nvidia's dominion expands as Barclay's finds each GW of AI capacity costs $50-60B
• OpenAI considers leasing chips from Nvidia to lower costs: report
• Alibaba to incorporate Nvidia's robotics software in its AI platform