Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
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Meta's AI Infrastructure Leap: Nvidia Supplies Millions of GPUs, CPUs, and Networking for 2026-2028 Push
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
Arm Shares Rebound as AI and Data-Center Growth Boost Investor Confidence
Arm stock rises after analysts praise earnings, highlighting AI-driven data-center growth despite smartphone market concerns.
Arm Stock Gets a Boost as Analysts See Opportunity After Selloff
Susquehanna upgrades Arm to Positive, citing AI and data center growth as key long-term drivers despite recent stock weakness.
BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
Wall Street Shakes Up Semiconductor Stocks: Key Upgrades and Downgrades Explained
Goldman Sachs and Jefferies updated ratings on major semiconductor stocks, citing AI spending, cyclical recovery, and execution risks. Here is what changed and why.