Nvidia (NASDAQ:NVDA) is betting on sustained hyperscaler capex spending to fuel its revenue and margins, but the game may be shifting. The

Artificial intelligence stocks were broadly moving higher Monday with industry leaders like Nvidia (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) rising about 4% in late afternoon trading. Yet the sector as a whole was seeing bullish support,

Except for Nvidia (NVDA), which will report its earnings later this month, all other “Magnificent 7” constituents have released their earnings for the December quarter. These companies, which include the so-called “hyperscalers,