Shares of the artificial intelligence chip giant Nvidia ( NVDA 3.73%) had fallen roughly 3.7%, as of 1:06 p.m. ET today. The Information reported that Alphabet is in talks with Meta Platforms to sell its own in-house semiconductors to Meta for use in their data centers.

Nvidia Corp. is facing rising concerns that its stranglehold on the market for semiconductors used in artificial intelligence computing is slipping. And that skepticism is now showing up in the stock market.

Nvidia stock jumps 2.5% as traders weigh whether a bigger Wall Street shift is underway, with analysts split on the stock’s next move.

Stocks closed sharply higher for a second time in as many days this holiday-shortened trading week, although Nvidia and other semiconductor shares fell on a report Meta Platforms may use Google's AI chips in their data centers.

Appaloosa's billionaire boss has changed course with Nvidia, but bid adieu to an AI stock that recently flirted with a trillion-dollar valuation.

Nvidia (NASDAQ: NVDA) is now the most valuable company in the world. But investors aren't as interested in the past as they are about the future. Where will Nvidia shares head over the next 12 months? Let's check the latest predictions from Wall Street's highly paid analysts.

Nvidia is currently valued at $4.3 trillion – having briefly reached about $5 trillion earlier this year – yet the H100, H200, and Blackwell

Peter Thiel is a legendary personality in the tech space. He's a cofounder of PayPal and Palantir, and was one of Facebook's (now Meta Platforms) first outside investors. That's an impressive resume, and makes following his investment moves a wise idea.