He compared the pullback to previous market gut checks, suggesting it could create buying opportunities for top AI names. He projected $3 trillion to $4 trillion in AI infrastructure investment over the coming years,

Peter Thiel's fund slashed its stake in Tesla by 76% and entirely offloaded Nvidia and Vistra Corp. shares in Q3. Instead, he purchased $45 million worth of shares of Apple and Microsoft.

Nvidia's secret to success isn't what most investors think. I recently wrote about how to find the next Tesla. And the answer wasn't as obvious as you might think. That's because investors often confuse results with process.

Jim Cramer says Nvidia and Tesla have real strengths most investors overlook, with demand and execution driving hidden upside.

Elon Musk says once Tesla achieves these critical milestones, there will be a major valuation change for TSLA stock.

Aswath Damodaran, the NYU Stern finance professor widely known as the “Dean of Valuation,” has issued a stark warning regarding the valuations of top tech giants, specifically naming Nvidia Corp. (NASDAQ:NVDA) and Tesla Inc.

Nvidia may be the most popular chip stock right now, but smart investors are beginning to look for growth elsewhere.

Renaissance Technologies, founded by the late Jim Simons, cuts its Tesla and Nvidia stakes while raising its GameStop position by more than 40%.

Intel is reportedly marketing its advanced packaging services to companies like Microsoft, Tesla, Qualcomm, and NVIDIA from its new ex-TSMC executive.

It looks like retail investors in Tesla and Nvidia got burned this week by the time-tested strategy of buying the dip.