Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea — as you’re nearly guaranteed some form of exposure to GPUs or data centers. However, 2025 hasn’t gotten off to…
Innovation is pouring out of the big technology companies. From hand-controlled augmented reality glasses at Meta Platforms, self-driving car commercialization at Alphabet, and robot-controlled warehouses at Amazon, these companies keep extending their technological superiority over the competition, laying the groundwork for future growth. Microsoft (NASDAQ: MSFT) may have the most impressive recent announcement with its…
AP Photo/David Zalubowski, File; Getty Images; Chelsea Jia Feng/BI Nvidia will report earnings on Wednesday, with investors focused on Blackwell demand impact from DeepSeek. DeepSeek’s AI model raised concerns about reduced GPU sales when it debuted last month. Most analysts expect Nvidia to beat earnings estimates and potentially raise guidance. Nvidia has a high bar…