From $345 billion to $4.4 trillion -- how Nvidia became the king of the artificial intelligence (AI) realm and why the ride may just be getting started.

Builders FirstSource and other home building stocks jump as Federal Reserve Chairman Jerome Powell signals interest-rate cuts could be coming.

The Dow Jones index soars to an all-time Friday on increased hopes of a rate cut at the September Federal Reserve meeting.

When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.

Two hedge fund managers with a track record for market beating returns sold Nvidia and bought Palantir in the second quarter.

There’s a good chance Nvidia won’t become the U.S. stock market’s first $5 trillion company. Now that Nvidia NVDA has topped the $4 trillion market-cap threshold, some Wall Street analysts are on record that Nvidia’s market value will reach $5 trillion by the end of 2026.

Nvidia stock was rising along with most of the market. CEO Jensen Huang said Friday that the company’s H20 chip in China ”has no security back doors.”

The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says.