Alibaba shares rose after reports linked 20,000 Nvidia chips to Moonshot AI’s Kimi K3, raising questions about access, controls, and AI infrastructure.

A sharp selloff in tech stocks suggests investors are scrutinizing AI spending more closely, raising the bar for companies selling enterprise AI growth.

A sharp decline in AI and semiconductor stocks has reignited debate over an AI valuation bubble, with investors pausing on the AI run-up amid record-high chip valuations.

Goldman Sachs says investors increasingly view AI demand as resilient despite macroeconomic and bubble-risk concerns.

CNBC says strong tech earnings and AI-linked growth have helped analysts view sector valuations as more attractive.

OpenAI CFO Sarah Friar confirmed the company will allocate a portion of its upcoming IPO shares to individual retail investors, targeting a $1 trillion valuation.

Applied Materials shares climb 117% in six months as TSMC, Micron, and SK Hynix ramp up AI chip manufacturing capacity with major capex increases.

Chinese AI company Zhipu AI sees 30% stock jump following GLM-5 release, an open-source model rivaling Claude Opus 4.5 in coding capabilities.

Palantir Technologies gains 2000%+ during AI boom. Citigroup analyst increases price target to $235, citing $3.6B in U.S. commercial contracts and strong enterprise demand.