Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

The Dow Jones index rose Friday ahead of Fed Chair Powell's speech. Nvidia stock fell on AI chip news, while Palantir also dropped.

Semiconductor giant Nvidia ($NVDA) has asked some of its suppliers to halt the production of its H20 artificial intelligence (AI) chips that are

Should you Buy Or Fear Nvidia stock? For event-driven traders, historical trends might provide an advantage, whether by positioning prior to earnings or responding to post-release movements. That said,

Nvidia Corporation's $4T valuation may be unsustainable, with parallels to past bubbles, AI hype concerns, and China's chip sales risks. Click for my NVDA update.

The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

Nvidia and Marvell represent two very different stories within the same booming AI ecosystem. Nvidia remains the clear leader and bellwether, with growth and profitability metrics that continue to defy its scale. Marvell, meanwhile, is trying to prove it belongs among the AI elite, with execution and guidance now critical after a turbulent year.

Nvidia (NASDAQ:NVDA) has experienced a meteoric rise over the past few years, transforming from a graphics card giant for gamers into the undisputed leader of the AI revolution. With a market capitalization soaring to $4.

Veeva soared in late May when the company reported results for the April-ended quarter. Revenue came in at $759 million, up 17% and nicely above the $728 million estimate from analysts at the time. Subscription revenue increased 19% to $634.8 million, while operating margin expanded to nearly 31%.