Is Nvidia's explosive growth worth the premium, or does Alphabet offer smarter value? Get the facts on these top AI stocks before you invest.

Per recent reports, Oracle is planning to purchase an estimated 400,000 graphics processing units (GPU) from Nvidia for OpenAI's new data center in Texas. Of note, the GPUs are Nvidia's new Blackwell architecture and could cost Oracle up to $40 billion.

Nvidia Corporation downgraded to Buy as AI infrastructure spending slows, with future growth and margins under pressure. Click for my NVDA Q1 earnings update.

The rising tide of artificial intelligence is floating plenty of boats - not just Nvidia. The chip maker’s upbeat demand forecast –including a note that AI inference has surged tenfold in just one year– is boosting other related stocks.

One of the funds I follow is Chase Coleman's Tiger Global Management fund, which made some major purchases of top artificial intelligence (AI) stocks during the first quarter. What stocks did Coleman and his team load up on? Let's take a look.

Nvidia results pleased investors and eased fears over China tariffs and separately a court ruled President Trump’s tariffs are illegal with the White House vowing to appeal and Elon Musk is officially done with DOGE.

Wedbush on NVDA: Nvidia and CEO Jensen Huang delivered a strong quarter with "robust numbers," Ives said in a new investor note. "With all the world and markets watching…the Godfather of AI Jensen and Nvidia delivered another robust quarter after the bell handily beating the Street yet again," Ives said.

The Nasdaq Composite is only at about breakeven for the year, as of this writing, but it's made a powerful comeback in recent weeks. The tech-heavy index is now down less than 1% year to date, a massive improvement from the drop of more than 20% it recorded in early April.

Nvidia ( NVDA) stock dropped as much as 2% Friday morning after US President Trump claimed that China had “totally violated” an agreement with the US. The tech-heavy Nasdaq ( ^IXIC) fell 0.3%, while the S&P 500 ( ^GSPC) was down just 0.1% late Friday morning.