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Form 13Fs provide a quarterly snapshot of the stocks Wall Street's savviest fund managers -- and public companies -- have been buying and selling. AI superstar Nvidia sent shares of Arm Holdings and Applied Digital to the chopping block during the fourth quarter, and profit-taking may represent only part of the story.
Tepper's stock moves happened two months ago, at a minimum. He only sold a fraction of his positions in Nvidia and Amazon.
Energy stocks gained as crude neared $80 and investors weighed the impact of the conflict, today, March 2, 2026.
Stock News Oil surge hits travel, lifts energy: As the Strait of Hormuz faces attacks and insurers pull coverage, oil jumped ~6% and diesel spiked, pressuring a
Nvidia announced financially significant partnerships with both Coherent and Lumentum to develop optical technology for AI data centers. Smaller optical stocks nLIGHT and Applied Optoelectronics jumped even higher despite not being part of the Nvidia deals.
Jim Cramer made a pointed call on air recently about NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and here is what he said.
NVIDIA, Micron and Vertiv screen as top profitable AI plays, boasting high net income ratios and strong earnings growth outlooks for the year ahead.
While today's headlines are dominated by the escalating kinetic conflict with Iran, capital continues to pour into artificial intelligence infrastructure at an extraordinary pace.
Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future, including artificial intelligence (AI).
Cost, sector mix, and risk profiles set these ETFs apart. Explore how their differences may influence your approach to portfolio building.
Lumentum (LITE) and Coherent (COHR) moved higher after Nvidia (NVDA) revealed it is deepening ties with both companies as it builds out the optics layer behind
Nvidia (NVDA) is joining forces with a group of telecom heavyweights to help shape what 6G networks could look like, with AI sitting right at the center instead
As I expected, Nvidia Corporation delivered a blowout Q4 and decent Q1 guidance, surpassing Street expectations despite excluding China data center revenue. That NVDA beat and raise doesn't seem to matter right now. The market is not looking at fundamentals, and I argue that the rotation out of tech is far from over. That said, over a 12-month period, I still think NVDA stock will see new highs. This is not the AI bubble popping. In my view, it's just a natural correction.
Nvidia is poised to introduce a dedicated inference chip at its GTC later this month. The company was at risk of losing market share to competitors developing more energy-efficient solutions.
OpenAI has moved swiftly to consolidate its position with the Pentagon after Anthropic was threatened with an unprecedented âsupply chain riskâ designation
A construction company CEO walked onto Jim Cramer's set Friday and made a claim that stopped everyone in their tracks: Sterling Infrastructure ( NASDAQ:STRL ) CEO Joesph Cutillo noted the company had outperformed NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction) since 2015.
While February tested investor patience with its choppy action and internal weakness, the data entering March tells a vastly different story.
Exceptional Q4 earnings and an impressive end to 2025 for tech leader NVIDIA Corp. NASDAQ: NVDA may indicate that the AI phenomenon isn't slowing down any time soon. Despite fears of a bubble, the AI industry is continuing its rapid expansion to a degree that makes it difficult for just about any sector or industry to ignore.
The bursting AI bubble in November 2025 has contributed to Nvidia Corporation's ongoing consolidation over the past few months, with it triggering its deep-value, profitable growth investment thesis. While Alphabet's Ironwood TPUs exceed NVDA's GB300 specs and pose competition risks, NVDA's sticky CUDA ecosystem and inferencing chip licensing deal with Groq imply overstated hysteria. This is especially since NVDA has hinted at further Blackwell/Rubin sales beyond the prior guidance of $500B, as similarly observed in the rich FQ1'27 revenue growth guidance by +76.8% YoY.
Major stock indexes turned mostly higher and oil and gold futures advanced Monday as markets reacted to fighting in the Middle East.