Nvidia

AI Markets Technology

Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing

Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.

8 min read ·
Markets Technology

Nvidia Delivers Record $68B Quarter as Enterprise Demand Sustains AI Chip Boom

Chipmaker crushes Q4 expectations with 73% revenue growth and $78B guidance, while analysts debate whether stretched valuations reflect the full scale of multi-year infrastructure buildout.

9 min read ·