These three stocks cover the essential layers of AI infrastructure. Nvidia dominates training and high-performance inference.

The bill comes as the Trump gov't mulls greenlighting sales of Nvidia's H200 artificial intelligence chips to China.

Also in today’s newsletter: investors fret over Japan’s spending plans and Meta plans to slash spending on metaverse ...

Anthropic recently signed a multibillion-dollar deal with Nvidia and Microsoft.

Snowflake (NYSE:SNOW) released its third-quarter earnings yesterday, posting results that topped Wall Street estimates.

The company didn't report any positive news, but that doesn't mean investors don't have a reason to click the buy button.