Nvidia is reportedly working with Wall Street firms to raise $500 billion for AI infrastructure, a plan that could reshape data-center financing.

CNBC reports startups and brokers are building AI agents for 24/7 trading, signaling a new automation push with major risks for Wall Street users.

Wall Street banks are expanding AI assistants from research tools into daily workplace software, signaling a broader shift in enterprise AI adoption.

Investors are betting on Micron as a major AI-related beneficiary, positioning the US memory chipmaker as a potential rival to Nvidia's market dominance.

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.

CNBC examines the next steps for Amazon's AI chip strategy as markets rebound following a post-Federal Reserve slump.

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

OpenAI has selected elite law firms Cooley and Wachtell, Lipton, Rosen & Katz to lead its preparations for a 2026 initial public offering, signaling a concrete step toward a public listing that could value the company at up to $1 trillion.

Nvidia reports fiscal Q4 2026 results after market close on February 25, with analysts projecting $66B in revenue and $1.53 EPS, while investors weigh hyperscaler capex commitments against competitive chip threats.

Financial services stocks plummet after Altruist launches AI-powered tax planning tool, extending AI disruption fears from software to financial sector.

Major tech indexes tumble as investors reassess AI's impact on traditional software companies, with Nasdaq down over 1% amid sector-wide concerns.