Nvidia (NVDA) and Palantir Technologies (PLTR) have been the unequivocal leaders of the bull market over the last three years. They represent the best thematic opportunities in the market today, namely AI infrastructure and applied AI for governments and enterprises.

The Nasdaq Composite (NDX) opened the week in strong morale, climbing 175 points [0.77%] to another record high at 22,800.

(Reuters) -The S&P 500 notched a record high close on Wednesday ahead of quarterly results from Nvidia, Wall Street's most closely watched event this week, which will test the rally that has pushed valuations of AI-related companies to levels that some ...

US stock market retreated today after hitting record highs recently, with the S&P 500 slipping 0.53% to around 6,658 and the Nasdaq falling nearly 1% amid a selloff in Nvidia shares. The Dow Jones Industrial Average also dipped 0.

Nvidia's tentative deal to invest up to $100 billion in ChatGPT maker OpenAI isn't a form of vendor financing but does shore up the chipmaker's path to $1 trillion in data-center revenue by 2030, an analyst says.