NVDA
Trump-Xi Summit Puts Nvidia, Boeing And 500-Jet Deal In Focus
Investors are watching chips, aerospace, agriculture and rare earths as Trump and Xi head into high-stakes talks.
GuruFocus.com  ·  May 14, 2026 READ →
NVDA
Nvidia Stock Rises. Jensen Huang Is Betting on the Next Phase of AI
Nvidia Stock Climbs as Reinforcement Learning Becomes AI's New Focus
GuruFocus.com  ·  May 14, 2026 READ →
GOOGL
Amazon Unveils AI Search Overhaul To Defend Online Shopping Dominance
The company is replacing Rufus with AI-generated shopping recommendations and comparisons directly inside its search bar.
GuruFocus.com  ·  May 14, 2026 READ →
MSFT
Microsoft's LinkedIn Cuts Jobs As AI Infrastructure Spending Climbs
LinkedIn reduced roles across engineering, product and marketing as Microsoft continues funding AI data center expansion.
GuruFocus.com  ·  May 14, 2026 READ →
MSFT
Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates
Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.
GuruFocus.com  ·  May 14, 2026 READ →
NVDA
Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates
Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.
GuruFocus.com  ·  May 14, 2026 READ →
NVDA
Arm, SoftBank Tried To Buy Cerebras Before $34 Billion IPO
Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.
GuruFocus.com  ·  May 14, 2026 READ →
MSFT
Microsoft's OpenAI Deal Pulls Cash Forward
OpenAI's revenue-sharing payments to Microsoft are reportedly capped at $38 billion through 2030.
GuruFocus.com  ·  May 14, 2026 READ →
GOOGL
3 Stocks That Could Benefit From the SpaceX IPO
While investors wait for the massive IPO, these stocks are worth a closer look.
Motley Fool  ·  May 14, 2026 READ →
PLTR
What's Going on with Palantir Stock Wednesday
Palantir Slides as Legal Risks Overshadow 85% Revenue Surge in AI Boom
GuruFocus.com  ·  May 14, 2026 READ →
ORCL
Oracle's AI Infrastructure Bet Gains Support
Wedbush says investors may be underestimating Oracle's role in the next phase of AI demand.
GuruFocus.com  ·  May 14, 2026 READ →
NVDA
BofA revamps Micron stock price target for rest of 2026
Analyst Sees Structural Supply Squeeze Fueling Gains
GuruFocus.com  ·  May 14, 2026 READ →