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(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

With a market cap of $803 billion, JPMorgan has been the biggest and most influential bank in the U.S. since 2011 (and the largest in the world since 2016), but its success lies light-years away from simple deposits and withdrawals. The visionary insights of its CEO, Jamie Dimon, and astounding ...

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Jensen Huang is betting on a new AI lab that thinks the current chatbot frenzy is just the beginning. Nvidia (NVDA) has already emerged as one of the greatest winners of the artificial intelligence boom. Its chips now make up the backbone of most of the infrastructure powering modern AI, helping ...

In addition to the earnings release, Nvidia's CFO Colette Kress shared commentary that revealed four key developments in its business, beyond the company's first quarter earnings-per-share beat.

CEO Jensen Huang says that Nvidia's growth prospects go beyond the massive spending from hyperscalers. Hyperscalers are the massive cloud providers, like Microsoft and Alphabet, that are spending hundreds of billions of dollars on AI. The concern on Wall Street is that eventually these companies will eventually stop spending as much on Nvidia chips.

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.

Nvidia's first-quarter data center sales soared by 92% from last year to $75 billion, a new record. Nvidia also changed how it breaks up data center sales in its reporting. It's now showing how much of it comes from outside of the so-called "hyperscalers" of Amazon.com, Microsoft, Alphabet, and Meta Platforms.

Microsoft is responsible for over 90% of the carbon removal market, and reports suggested the company was pausing purchases entirely. This new deal should help assuage the fears of CDR startups.

JPMorgan International Value ETF provides global equity diversification with a value tilt and competitive yield across developed and emerging markets.

Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index risi

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total Stock Market Index Fund ETF Shares (NYSE:VTI) ranks 8th on this list. Graham Stephan is a big proponent of investing in funds like Vanguard Total Stock Market Index Fund ETF Shares (NYSE:VTI). He believes they lower the risk profile of the […]

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard 500 Index Fund (NASDAQ:VFIAX) ranks 6th on this list. Vanguard 500 Index Fund (NASDAQ:VFIAX) is an index fund that Graham Stephan has advocated buying in the past few years. The Vanguard 500 Index Fund employs an indexing investment approach designed to track […]

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. […]

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Nvidia stock was rising ahead of the chip maker's fiscal first-quarter earnings report. Shares were up 1.8% to $224.59 in afternoon trading on Wednesday, while the S&P 500 gained 0.9%. Nvidia's market cap was $5.

Investors are watching whether Nvidia can extend confidence in AI spending through 2027 and 2028.

OpenAI will launch its first applied AI lab outside the US and expand Singapore hiring beyond 200 roles.

This billionaire investor rotated billions out of one tech giant and into another. But following his lead may not be the right call.

Workday, Inc. (NASDAQ:WDAY) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer addressed the AI worries affecting the stock, as he remarked: We also get numbers from Workday. Alright, now this once beloved software as a service company, […]

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

With a short float of 1.08% and upside potential of 36.80%, Microsoft Corporation (NASDAQ:MSFT) earns a place on our list of the best cloud stocks to buy as Azure growth hits 40%. Microsoft Corporation (NASDAQ:MSFT)’s restructured OpenAI partnership raised concern among investors, with the stock down roughly 15% so far this year. However, not everyone […]

An OpenAI IPO filing could come later this week as the ChatGPT parent works with bankers, according to a new report.

GOOGL rides AI-boosted Search and Cloud momentum, but 2026 capacity limits, soaring capex and the Wiz deal may pressure margins. What now?

Nvidia’s latest quarterly sales are projected to rise 79%. Investors have grown complacent about the growth.

Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder