Nvidia Stock Gains. What Microsoft and Meta Earnings Mean for the Chip Maker. - Barron's
1. Nvidia shares rising after incentives from Microsoft and Meta's AI spending. 2. Microsoft's capex increased to $16.7 billion, signaling strong investment. 3. Meta raised annual capex forecasts, reflecting high demand for compute resources. 4. Industry rivals AMD and Broadcom also seeing positive premarket movements.