The explosive growth of artificial intelligence and data centers is reshaping the energy landscape, with nuclear power emerging as a key beneficiary. Recent market movements highlight how major tech infrastructure demands are driving investment into power generation stocks. Nvidia CEO Jensen Huang’s ‘gigawatt factory’ concept adds further momentum to this sector transformation, creating a defining investment narrative for the energy sector.
about AI Data Center Boom Fuels Nuclear & Energy Stock SurgeJensen Huang
0 posts last weekNetflix Stock Split, Nvidia China Plans, Disney-YouTube TV Split
Friday’s market action featured significant corporate developments across major tech and entertainment stocks. Netflix announced a major stock split while Disney pulled its content from YouTube TV following failed distribution talks. Nvidia’s CEO also signaled continued interest in the Chinese market despite regulatory challenges, highlighting strategic shifts across streaming, semiconductor, and media distribution sectors.
about Netflix Stock Split, Nvidia China Plans, Disney-YouTube TV SplitAmazon, Apple Earnings Boost US Stock Futures
US stock futures climbed higher Friday as robust earnings from technology titans Amazon and Apple injected fresh optimism into markets. Amazon shares surged 12% in premarket trading following its strongest cloud-unit growth in nearly three years, while Apple advanced on better-than-expected revenue and an upbeat holiday forecast, setting a positive tone for Wall Street’s opening session.
about Amazon, Apple Earnings Boost US Stock FuturesTech Earnings Fuel Stock Rally, Nvidia Expands AI Partnerships
US equity futures are climbing as blockbuster tech earnings from Amazon and Apple ignite a market-wide rebound, with Amazon poised for a historic $300 billion rally. The positive momentum extends beyond domestic markets as Nvidia CEO Jensen Huang expands the company’s AI footprint through strategic partnerships in South Korea while eyeing Chinese market opportunities. With energy giants Exxon and Chevron set to report earnings and analysts noting increased investor risk appetite, the stage is set for a significant market upswing driven by corporate performance and global expansion strategies.
about Tech Earnings Fuel Stock Rally, Nvidia Expands AI PartnershipsNvidia CEO Huang Unveils AI Partnerships at GTC 2025
Nvidia CEO Jensen Huang took center stage at the company’s 2025 GPU Technology Conference, revealing multiple strategic partnerships and addressing critical industry topics. The keynote highlighted the intensifying AI race between the US and China while emphasizing immigration’s role in technological advancement. Yahoo Finance provided exclusive coverage from the event through tech editor Dan Howley’s analysis, capturing the significance of Huang’s announcements for the broader AI ecosystem.
about Nvidia CEO Huang Unveils AI Partnerships at GTC 2025Nvidia Invests $1B in Nokia, Fed Decision Looms
In a landmark move for the technology sector, Nvidia has committed a $1 billion equity investment in Nokia, forging a strategic partnership between the two industry giants. This significant corporate development unfolds against a backdrop of economic uncertainty, with Deutsche Bank economists closely monitoring the US labor market amid ongoing corporate layoffs ahead of this week’s critical Federal Reserve policy decision. Meanwhile, Wayfair has provided a glimmer of positive news, reporting earnings that surpassed market expectations.
about Nvidia Invests $1B in Nokia, Fed Decision LoomsNvidia Nears $5T Value on AI Chip Demand, DoE Supercomputers
Nvidia stands on the brink of becoming the first $5 trillion company in history, propelled by unprecedented demand for its artificial intelligence processors and a landmark supercomputer contract with the U.S. government. The chipmaker’s stock surged nearly 5% in a single trading session, adding over $230 billion in market value to reach $4.89 trillion after the company revealed $500 billion in AI chip bookings and plans to build seven new supercomputers for the U.S. Department of Energy.
about Nvidia Nears $5T Value on AI Chip Demand, DoE SupercomputersMicron: AI’s Undervalued Memory Powerhouse Up 145%
While Nvidia and Taiwan Semiconductor Manufacturing dominate AI headlines, memory chip maker Micron Technology has quietly surged 145% year-to-date while remaining deeply undervalued. The company’s high-bandwidth memory technology is becoming indispensable for AI data centers and complex workloads. Despite the massive rally, Micron trades at just 10 times forward earnings, presenting a rare opportunity in the overheated AI sector.
about Micron: AI's Undervalued Memory Powerhouse Up 145%Nvidia at Crossroads: AI Bubble Fears vs. Growth Trajectory
Nvidia stands at a critical juncture as its unprecedented AI-driven rally faces mounting skepticism from analysts questioning whether slowing growth metrics and circular financing arrangements signal an impending market correction. Despite delivering its ninth consecutive quarter of 50%+ revenue growth with Q2 Fiscal 2026 reaching $46.7 billion, concerns about China’s collapsing revenue share and bubble-like behavior are creating significant uncertainty about the chipmaker’s future trajectory and valuation.
about Nvidia at Crossroads: AI Bubble Fears vs. Growth TrajectoryNvidia’s AI Startup Investments: 3 Key Players to Watch
Nvidia’s aggressive investment strategy in AI startups has Wall Street both excited and skeptical. The chipmaker is pouring billions into promising AI companies while facing comparisons to the dot-com bubble era. Despite concerns about circular financing, Nvidia’s profitable growth suggests these bets may be strategically sound.
about Nvidia's AI Startup Investments: 3 Key Players to WatchKWEB ETF Outperforms SPY by 272% – Can It Repeat in 2026?
While the SPDR S&P 500 ETF (SPY) delivered respectable 13.67% returns year-to-date, the KraneShares CSI China Internet ETF (KWEB) surged 37.19%, creating a stunning 272% performance gap. This satellite ETF provides exposure to Chinese internet giants like Alibaba, Tencent, and PDD Holdings with minimal overlap to traditional U.S. indices, offering investors a compelling diversification opportunity as Chinese tech stocks rebound strongly after years of underperformance.
about KWEB ETF Outperforms SPY by 272% - Can It Repeat in 2026?AMD-OpenAI Deal Challenges Nvidia’s AI Chip Dominance
AMD’s landmark partnership with OpenAI marks the first serious challenge to Nvidia’s AI chip monopoly in years. The deal includes a 10% equity stake for OpenAI and tens of billions in projected revenue, potentially reshaping the competitive landscape. Nvidia has responded with its own strategic moves, setting the stage for an intense battle in the AI hardware market.
about AMD-OpenAI Deal Challenges Nvidia's AI Chip Dominance