Potential disruption in the artificial intelligence sector has investors running from tech stocks. Nvidia (NVDA 3.23%) has been the artificial intelligence (AI) leader in hardware. Its software and AI architecture platforms have also kept it ahead of its peers. A potential disruptor has now raised concerns about the investment thesis. That caused Nvidia stock to plunge as much as 5% today, and it ...
Potential disruption in the artificial intelligence sector has investors running from tech stocks. Nvidia (NVDA 3.23%) has been the artificial intelligence (AI) leader in hardware. Its software and AI architecture platforms have also kept it ahead of its peers. A potential disruptor has now raised concerns about the investment thesis. That caused Nvidia stock to plunge as much as 5% today, and it remained lower by 2.8% as of 2:41 p.m. ET. But CEO Jensen Huang says investors should reconsider dumping AI-related stocks. Is the new AI tool an existential threat? A downturn in tech stocks was sparked when privately held AI company Anthropic introduced a new tool for its Claude large language model (LLM). The plugin tool is intended to handle tasks in data analysis applications and in legal, sales, and marketing use cases. Shares in software stocks plunged as investors feared much of that industry could be replaced by AI tools that companies didn't need to pay extra for. The tumble began taking down tech giants like Nvidia today as well. Nvidia CEO Jensen Huang responded, though, by dismissing much of that thinking. Huang spoke at an AI conference in San Francisco and said it was "illogical" to think that AI will replace software tools. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.23 %) $ -5.83 Current Price $ 174.51 Key Data Points Market Cap $4.4T Day's Range $ 171.91 - $ 179.57 52wk Range $ 86.62 - $ 212.19 Volume 5.9M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % Huang said the latest breakthroughs in AI are all about utilizing tools. He stated, "There's this notion that the tool in the software industry is in decline, and will be replaced by AI." He added that in time, investors will find that not to be true. Investors who believe in Nvidia and Jensen Huang might find today's sell-off a good opportunity to buy shares.
Key Points A new AI developer tool has investors questioning the Nvidia investment thesis. Nvidia CEO Jensen Huang said the fears were unfounded today. Huang explained his thinking at an AI conference. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the artificial intelligence (AI) leader in hardware. Its software and AI architecture platforms have also kept it ahead of its p...
Key Points A new AI developer tool has investors questioning the Nvidia investment thesis. Nvidia CEO Jensen Huang said the fears were unfounded today. Huang explained his thinking at an AI conference. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the artificial intelligence (AI) leader in hardware. Its software and AI architecture platforms have also kept it ahead of its peers. A potential disruptor has now raised concerns about the investment thesis. That caused Nvidia stock to plunge as much as 5% today, and it remained lower by 2.8% as of 2:41 p.m. ET. But CEO Jensen Huang says investors should reconsider dumping AI-related stocks. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Is the new AI tool an existential threat? A downturn in tech stocks was sparked when privately held AI company Anthropic introduced a new tool for its Claude large language model (LLM). The plugin tool is intended to handle tasks in data analysis applications and in legal, sales, and marketing use cases. Shares in software stocks plunged as investors feared much of that industry could be replaced by AI tools that companies didn't need to pay extra for. The tumble began taking down tech giants like Nvidia today as well. Nvidia CEO Jensen Huang responded, though, by dismissing much of that thinking. Huang spoke at an AI conference in San Francisco and said it was "illogical" to think that AI will replace software tools. Huang said the latest breakthroughs in AI are all about utilizing tools. He stated, "There's this notion that the tool in the software industry is in decline, and will be replaced by AI." He added that in time, investors will find that not to be true. Investors who believe in Nvidia and Jensen Huang might find today's sell-off a good opportunity to buy shares. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool S...
Concerns about demand for the microchips grip Wall Street as traders mounted a firesale of software shares - AP Photo/Richard Drew Tech stocks have plunged as fears about the impact of artificial intelligence (AI) and concerns about demand for microchips grip Wall Street. As much as $800bn (£586bn) was wiped off the tech-heavy Nasdaq index in New York on Tuesday, which was down almost 2.5pc at its...
Concerns about demand for the microchips grip Wall Street as traders mounted a firesale of software shares - AP Photo/Richard Drew Tech stocks have plunged as fears about the impact of artificial intelligence (AI) and concerns about demand for microchips grip Wall Street. As much as $800bn (£586bn) was wiped off the tech-heavy Nasdaq index in New York on Tuesday, which was down almost 2.5pc at its worst point. Traders mounted a firesale of software shares on mounting concerns that AI could cannibalise the work of traditional providers and professional services firms. Chip stocks also plunged after a key supplier to ChatGPT-maker OpenAI warned of a slowdown in demand. Investors are on edge Some of the world’s biggest technology businesses suffered double-digit percentage falls. Palantir, the software giant co-founded by Peter Thiel, dropped more than 13pc despite reporting strong revenue growth in the fourth quarter. AppLovin, which helps companies develop and publish their mobile apps, slumped 15pc, while Larry Ellison’s Oracle and cybersecurity group CrowdStrike also extended losses. AMD, which has a major deal to supply chips to OpenAI, meanwhile crashed 17pc after it forecast a slowdown in revenues in the current quarter, disappointing lofty expectations. Rival chip maker Micron Technology dropped 13pc, while Broadcom and ASML also racked up significant declines. Investors have been on edge since the start of the week after Anthropic, the AI company behind the Claude chatbot, unveiled a new service that allows users to automate tasks in sectors ranging from finance and law to marketing and data analysis. It has sparked fears that existing programmes and business models could become redundant and triggered what Nay Soe Naing, a technology analyst at Berenberg, called an “on-going ‘let’s get out of software as much as we can’ trade’”. He said: “I personally think it is far too early to conclude, with any conviction, whether AI will ultimately be a friend or a foe t...
New York, Feb 4, 2026, 15:10 EST — Regular session Qualcomm shares climbed roughly 3% in afternoon trading as investors awaited results due after the close The stock held up well despite a slump in the chip sector, where the iShares Semiconductor ETF dropped over 3% Traders await fresh guidance on handset demand and profit margins Qualcomm Incorporated’s shares climbed 2.8% to $151.33 in Wednesday...
New York, Feb 4, 2026, 15:10 EST — Regular session Qualcomm shares climbed roughly 3% in afternoon trading as investors awaited results due after the close The stock held up well despite a slump in the chip sector, where the iShares Semiconductor ETF dropped over 3% Traders await fresh guidance on handset demand and profit margins Qualcomm Incorporated’s shares climbed 2.8% to $151.33 in Wednesday afternoon trading, ahead of the chipmaker’s quarterly earnings release after the market close. The San Diego-based firm plans to report its fiscal first-quarter earnings after the market closes, with a conference call set for 4:45 p.m. ET. (Nasdaq) Wall Street is forecasting about $12.13 billion in revenue and adjusted EPS of $3.39 for Qualcomm’s December quarter, Barron’s reported. Analysts are also eyeing $11.11 billion in revenue and $2.90 per share for the current quarter. Bernstein’s Stacy Rasgon noted Qualcomm has “remained out of favor amid [a] general distaste of smartphones,” yet he maintains an Outperform rating and a $200 price target, highlighting the company’s valuation and what he calls an “objectively strong product portfolio.” (Barron’s) The move bucked the wider chip sector, where the iShares Semiconductor ETF dropped roughly 3.6%. Nvidia slipped 2.6%, and Broadcom tumbled around 4.1% as of the latest update. Qualcomm slipped 3.6% on Tuesday to close at $147.18, remaining about 29% shy of its 52-week peak of $205.95 reached in late October, according to MarketWatch. Trading volume also surged above its 50-day average. (MarketWatch) Qualcomm sells chips for smartphones and other gadgets, while also collecting royalties from its wireless patents. The report serves as a barometer for handset demand, where even minor changes in unit sales and pricing can significantly impact the results. Investors will dig into the company’s guidance — management’s forecast — for the March quarter and beyond. They’ll also tune in for shifts in tone on licensing trends and the ...
Labour MPs have warned that Keir Starmer’s days as prime minister are numbered after a day of fury over the appointment of Peter Mandelson as US ambassador despite his friendship with Jeffery Epstein. The government was on the brink of a defeat in the Commons until a mid-debate amendment brokered by Meg Hillier and Angela Rayner to force the release of documents about Mandelson’s appointment and t...
Labour MPs have warned that Keir Starmer’s days as prime minister are numbered after a day of fury over the appointment of Peter Mandelson as US ambassador despite his friendship with Jeffery Epstein. The government was on the brink of a defeat in the Commons until a mid-debate amendment brokered by Meg Hillier and Angela Rayner to force the release of documents about Mandelson’s appointment and the depth of his relationship with the convicted child sex offender. MPs said the eventual release of the documents – which may be delayed by a police investigation into Mandelson – could trigger a leadership challenge. “We need all the poison to come out,” one MP said. One former minister said: “We’ve had a lot of bad days recently, but this is the worst yet, I think,” while another MP warned: “Trust is finite. I’m personally not sure I could trust myself to back the prime minister in a confidence vote.” “The most terminal mood is among the super-loyal,” an MP from the 2024 intake noted. MPs said that Starmer’s admission at prime minister’s questions that he had known about Mandelson’s friendship with Epstein before his appointment was a clarifying moment. “You could feel the atmosphere change; it was dark,” one MP who had previously been close to Starmer said. No 10 said afterwards that the prime minister was only aware of what was already in the public domain. “It’s just indefensible,” said one backbencher. “They knew all about Peter’s relationship with Epstein but gave him the job anyway. “It’s like Chris Pincher on steroids,” they added, referring to the scandal that eventually brought down Boris Johnson. “The moment Keir admitted it then that was it – it’s over.” Another former minister said: “We were meant to be the ones who didn’t do this stuff. It’s time for a fresh start, the sooner the better.” Several MPs said the prime minister’s chief of staff, Morgan McSweeney – who had been close to Mandelson, should take responsibility for the failures and resign. “The gover...
Key Points The government proposed a very modest increase in payments to private insurers of Medicare Advantage in 2027. Medicare and retirement was UnitedHealth's largest business segment in 2025. A recent drop presents a more attractive entry point for UnitedHealth's stock. 10 stocks we like better than UnitedHealth Group › It has been an unfortunate past few years for one of the country's large...
Key Points The government proposed a very modest increase in payments to private insurers of Medicare Advantage in 2027. Medicare and retirement was UnitedHealth's largest business segment in 2025. A recent drop presents a more attractive entry point for UnitedHealth's stock. 10 stocks we like better than UnitedHealth Group › It has been an unfortunate past few years for one of the country's largest healthcare companies, UnitedHealth Group (NYSE: UNH). There has been no shortage of bad PR, a changing business landscape, and stock price struggles. In the past 12 months, UnitedHealth's stock is down over 46% (as of market close on Jan. 30). Unfortunately, when it rains, it pours, and there could be more bad news heading UnitedHealth's way regarding Medicare. The Centers for Medicare & Medicaid Services (CMS) proposed increasing payments to private insurers by only 0.09% in 2027. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » If you're wondering how the market reacted to the news, look no further than the roughly 20% single-day drop its stock experienced on Jan. 27. But stock performance aside, here's how that could have a real effect on UnitedHealth's business. The relationship between UnitedHealth and Medicare Medicare is a government program that provides health insurance for people age 65 and older, and it has four parts: Parts A through D. CMS' proposal affects Part C (Medicare Advantage), which is private insurance run by companies like UnitedHealth. Medicare pays these companies a set monthly fee per enrolled member. And as the largest Medicare Advantage provider in the country -- with more than 8.4 million customers at the end of 2025 -- you can imagine a nice chunk of it goes to UnitedHealth. Around 38% of UnitedHealth's 2025 revenue came from its Medicare and retirement segment ($171.3 billion). It was a 23% increase from 2024, outpacing ...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a clo...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Limited BABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter....
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a clo...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Limited BABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter....
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a clo...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Limited BABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter....
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a clo...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Limited BABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter....
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a clo...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding Limited BABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter....
Michelett said he had not noticed the resemblance to the prime minister when he first saw the restoration work, but agreed that it did not "conform to the original iconography and sacred context" of the church.
Michelett said he had not noticed the resemblance to the prime minister when he first saw the restoration work, but agreed that it did not "conform to the original iconography and sacred context" of the church.