To The Moon

Nvidia stock was gaining Thursday after riding the chip-stock rally. Investors just got a timely reminder of how vital its graphics-processing units are for artificial intelligence.Nvidia shares were up 1.3% at $210.53 in early trading. The stock rose 5.8% on Wednesday, breaking through the psychologically important $200 level.Although much of the recent semiconductor enthusiasm has been around central-processing units from the likes of Intel and Advanced Micro Devices, Nvidia's GPUs are still a hot property.That was on show Wednesday when Elon Musk's SpaceX and AI start-up Anthropic announced a partnership that will give Anthropic access to more than 300 megawatts of capacity across over 220,000 Nvidia chips at SpaceX's Colossus 1 data center in Tennessee."The [Nvidia] GB300 is the best AI computer," Musk wrote on X on Wednesday.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Jo

Nvidia might not be the stock market darling any more but it still has big fans.

$ASML(ASML)$ Holding and shares of other companies in the semiconductor sector were dropping Monday. The prospect of a trade war between the European Union and the U.S. is hurting chip stocks.Dutch...

Nvidia was falling early on Tuesday as stocks exposed to the artificial-intelligence trend continued to suffer. However, analysts at UBS are dismissing fears of a bubble popping.Nvidia shares were down 0.5% at $175.50 in premarket trading. The stock has dropped 2.8% over the past month through to Monday's close.The move was broadly in line with the wider market. Among other chip makers, Advanced Micro Devices was down 0.8% and Broadcom was falling 0.3% in premarket trading. Broadcom has fallen 16% in the past five trading sessions."While we expect global AI capex to continue to rise over the coming years, we do not see evidence of an investment bubble," wrote Mark Haefele, chief investment officer at UBS Global Wealth Management, in a research note Tuesday."As AI adoption expands from consumer chatbots to broader enterprise and industry use cases, we estimate that the required compute capacity could be orders of magnitude greater than today's installed base," wrote Haefele.On Monday, N

Nvidia was falling early on Tuesday as stocks exposed to the artificial-intelligence trend continued to suffer. However, analysts at UBS are dismissing fears of a bubble popping.Nvidia shares were down 0.5% at $175.50 in premarket trading. The stock has dropped 2.8% over the past month through to Monday's close.The move was broadly in line with the wider market. Among other chip makers, Advanced Micro Devices was down 0.8% and Broadcom was falling 0.3% in premarket trading. Broadcom has fallen 16% in the past five trading sessions."While we expect global AI capex to continue to rise over the coming years, we do not see evidence of an investment bubble," wrote Mark Haefele, chief investment officer at UBS Global Wealth Management, in a research note Tuesday."As AI adoption expands from consumer chatbots to broader enterprise and industry use cases, we estimate that the required compute capacity could be orders of magnitude greater than today's installed base," wrote Haefele.On Monday, N

Tesla stock rose early Thursday—then fell. Investors can thank Nvidia for both things.

Concept stocks with no revenue have soaring valuations.Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology...