Rivalry between OpenAI and Anthropic played out on the most expensive advertising slot of the year, with both AI companies ...
Goldman Sachs analysts believe Nvidia will post a $2 billion revenue beat in Q4, but investors will likely need more evidence of strong demand this year and 2027 before they buy more.
AI stocks have been volatile in 2026 amid hyperscaler capital spending hikes, with software stocks hammered. But there are bright spots.