Shares of Nvidia (NASDAQ: NVDA) and Vistra (NYSE: VST) have surged 860% and 700%, respectively, since the beginning of 2023. Both companies have benefited from the artificial intelligence (AI) boom despite operating in very different parts of the economy.

On Tuesday afternoon, President Donald Trump held a press conference to announce Stargate, a $500 billion artificial intelligence (AI) infrastructure project in the United States. He called it the "largest AI infrastructure project, by far, in history."

SK Hynix Inc.’s shares slid after record quarterly results failed to impress investors grappling with stagnant smartphone demand and questions about AI spending in 2025.

ByteDance, the Chinese owner of TikTok, has earmarked over 150 billion yuan ($20.64 billion) in capital expenditure for this year, much of which will be centred on artificial intelligence, two people briefed on the matter said.

The $500 billion Stargate project will be critical to "maintain American leadership in AI," one of the partners said in a statement.

Nvidia is infusing AI into gaming like never being with AI NPCs. Are they the future of gaming... or a threat to it?

Nvidia Corporation is poised for >70% YoY growth in Q4 FY25, driven by AI dominance and a $300B healthcare opportunity. Explore more details here.

But will Nvidia continue to outperform Microsoft in 2025? Let's find out.

Nvidia released three NIM micoservices today to its existing open source collection of AI tools and microservices.

Nvidia might be focused on launching the RTX 5090 and RTX 5080, but it might eventually look into official Frame Generation support for RTX 30-series GPUs.