Nvidia
133 articlesReaders can find profile updates, product changes, official notices and comparison notes tied to gross margins, CUDA ecosystem and gaming segment, with attention to chip export controls, foundry capacity and AI demand when those details affect costs, rights, exposure or timing.
Jim Cramer's Three Rules for Avoiding Costly Stock Mistakes
Jim Cramer's rules focus on risks investors can manage: buying too much too soon, mistaking a troubled company for a bargain and holding on too long after a sharp gain.
Why Investors Look to Smaller, Fast-Growing Tech Stocks
The investor looks for tech companies with fast revenue growth, rising margins and room to scale. Silicon Motion's recent results show the kind of growth that draws attention, but the approach still carries company-specific and market risks.
AI Leaders' Valuations Fall as Earnings Growth Outpaces Shares
Nvidia, Amazon and Alphabet trade at lower forward earnings multiples despite a powerful market rally. Strong growth forecasts support the case for Nvidia, but heavy AI spending and high expectations leave investors watching for results.
Market Cap Sets the Scale for a Stock's Upside
A tenfold gain would take a $2 billion company to $20 billion, but a $1.2 trillion company would need to reach $12 trillion. Market cap helps frame the math, not predict the outcome.
Oil Supply Fears Push U.S. Stocks Lower
U.S. stocks fell after President Donald Trump rejected a proposed U.S.-Iran truce, renewing concerns about oil supplies. Higher Treasury yields and losses across most sectors added pressure as investors awaited inflation and jobless data.
Nvidia's Record Buyback Fails to Lift Nasdaq
Nvidia rose 2.1% after expanding its buyback, but major indexes fell after Trump rejected Iran's offer on the Strait of Hormuz. Oil jumped as Treasury yields climbed and a busy week of U.S. data put rate expectations under pressure.
VanEck's Semiconductor ETF Offers Concentrated Exposure to AI Growth
Nvidia and TSMC have helped SMH outperform a rival chip fund as demand tied to AI grows. But a 41 P/E and large stakes in a handful of companies make it a concentrated bet.
Software stocks rally as AI chip surge cools and security takes center stage
Software and cybersecurity stocks are now outpacing chipmakers. Investors are moving away from AI hardware and betting on security and practical software, with the iShares Expanded Tech-Software ETF up 15% this quarter while semiconductor funds drop.
AI Mania Faces Harsh Lessons From Past Tech Bubbles
AI stocks are drawing comparisons to the dot-com era as investors chase rapid gains and valuations soar. History shows that emotional buying and unchecked capital can lead to painful corrections and long recovery periods
QQQ delivers decade of tech-fueled gains with future growth facing new hurdles
Investors who put $100 a month into the Invesco QQQ Trust over the past decade saw a 543 percent total return. Can this pace continue as tech giants dominate and valuations climb
Chip stocks drive Wall Street rebound after rate shock
A sharp rally in chip stocks led by Intel and Nvidia helped the Nasdaq recover after a Fed rate hike rattled markets and signaled no rate cuts through 2029, raising questions about tech supply and the cost of computing
Fed Rate Hike Odds Rise as Markets Await New Dot Plot Projections
With futures markets assigning over a 90% probability to a Fed rate hike to 3.75-4%, investor attention turns to the central bank's updated dot plot and its first-ever 2029 projections for guidance on future policy direction.
Federal Reserve delivers first rate hike in three years as markets react
The Federal Reserve raised its benchmark rate to 3.50%-3.75% for the first time since 2023, sending stocks lower and pushing Treasury yields higher as investors brace for tighter borrowing conditions and potential further hikes.
Nvidia faces trillion dollar AI bet as supply strains test growth
Nvidia is sticking to its $4 trillion AI market forecast for 2030 but supply shortages and rising costs are putting pressure on margins and investor confidence
Marvell stock faces high expectations as Bank of America doubles down
Bank of America projects Marvell's AI chip business could reach $45 billion in annual sales by 2030 but warns that execution risks and valuation pressures remain as the stock outpaces rivals
Nvidia, Alphabet, and American Express Defy Market Doubts With Relentless Growth
Nvidia projects a 70 percent revenue jump next year, Google Cloud sales soar 82 percent, and American Express raises its outlook after double-digit growth-giving investors new reasons to reconsider these blue-chip stocks.
Three companies deliver rare dividend hikes of thirty percent or more
Nvidia's dividend jumped by an unprecedented 2400 percent while Micron and OTC Markets Group delivered increases of at least 30 percent this year. What's driving these rare moves and what do they mean for investors seeking income
Nvidia faces rare Wall Street split on future AI profits
A top analyst just called Nvidia underpriced even as its $5 trillion valuation stuns Wall Street. But the price target lands below consensus and regulatory risks are mounting for the AI chip giant
Marvell stock rockets as data center deals rewrite the AI chip race
Marvell shares have soared 239 percent in a year as the company's neutral approach to AI chip partnerships and a surge in data center contracts push its revenue outlook far beyond earlier forecasts
Nvidia and Broadcom face diverging fortunes after GPT-6 Astra launch
Nvidia shares slipped while Broadcom surged after OpenAI's GPT-6 Astra debut. Jim Cramer's latest call spotlights the shifting power struggle among AI chipmakers and what it means for investors betting on the next wave of AI infrastructure
Palantir bets on Nebius to secure control in the AI infrastructure race
Palantir is moving to give commercial clients full control over their AI data and infrastructure by naming Nebius as its preferred partner, a move that could reshape how regulated industries handle sensitive workloads
Qualcomm stock surges after Amazon strikes custom AI chip deal
Qualcomm shares soared over 9% after Amazon agreed to use its custom AI chips and optical networking in AWS data centers, signaling a major challenge to the current chip supplier duopoly and raising the stakes for rivals
Berkshire Hathaway signals new AI investment strategy under Greg Abel
Berkshire Hathaway is weighing a more assertive approach to AI investments as CEO Greg Abel considers adding major tech stocks like Alphabet, Microsoft, and Nvidia to drive growth and attract new investors
Warren Buffett's Value Playbook Faces the Generative AI Frenzy
As generative AI stocks push the S&P 500 to new highs, Warren Buffett's focus on durable business advantages offers a counterpoint to speculative bets and bubble risk in today's market
Smart Money Backs European AI Lab as Biotech Bets Stumble
Samsung's $3.5 billion investment in French AI startup Mistral signals global demand for AI infrastructure even as biotech stocks like Ionis and Novartis face setbacks after disappointing drug trial results
Nvidia faces Wall Street test as AGI hype meets hardware reality
Nvidia's CEO declared AGI had arrived and previewed 400000 new GPUs but only one of those numbers can move the stock when markets open
S&P 500 Index Funds Reshape Long-Term Investing in the US
A $10,000 investment in an S&P 500 index fund a decade ago could now be worth over $38,000. But recent returns far outpace the long-term average, and most managed funds still lag behind this broad market benchmark.
Nvidia's $2 Billion Nscale Stake Redraws AI Cloud Power Map
Nvidia is injecting $2 billion into Nscale's pre-IPO round as the AI cloud startup's contract backlog surges past $100 billion. The deal tightens Nvidia's grip on AI infrastructure and tests the durability of vendor-financed growth.
AI-fueled tech giants drive S&P 500 risk to record highs
S&P 500 index funds now expose investors to unprecedented concentration in AI and mega-cap tech stocks, as market cap weighting and rising Treasury yields amplify portfolio risks and challenge assumptions about diversification.
Dell's $95 Billion AI Backlog Fuels 41% Stock Upside Bet
A record $95 billion AI server backlog has propelled Dell Technologies into the spotlight, with Bank of America forecasting a 41% stock surge as supply constraints and surging enterprise demand reshape the company's financial trajectory.
Nvidia's $12.9 Billion Hugging Face Deal Signals AI Power Shift
Nvidia is set to acquire Hugging Face for $12.9 billion, moving deeper into AI software and raising the stakes for developers, investors, and institutions relying on open-source tools
Nvidia's $3.5B MediaTek Deal Locks In AI Chip Market Control
Nvidia's $3.5 billion investment in MediaTek is a strategic gambit to secure its dominance in the AI chip sector, leveraging convertible bonds and proprietary tech as cloud giants and rivals seek alternatives.
Broadcom's AI Revenue Faces Wall Street's Relentless Growth Demands
As Broadcom prepares to report fiscal Q3 2026 earnings, investors are fixated on whether its AI chip revenue can surpass not just consensus forecasts but the market's ever-rising expectations, with even robust results risking disappointment.
VanEck Semiconductor ETF: The AI Gold Rush's Top Performer
The VanEck Semiconductor ETF (SMH) has outpaced major indexes with a 32% average annualized return over the past decade, as surging AI demand drives semiconductor stocks higher and reshapes the investment landscape
The Nasdaq 100: A 20-Year Investment Success Story
A $1,000 investment in the Nasdaq 100 two decades ago would now be worth over $21,000, but that growth required withstanding multiple steep market drops and staying invested through volatility
Michael Burry Maintains Nvidia Short Amid Record AI Stock Surge
Michael Burry's latest trades on Nvidia reveal a complex, risk-managed bet as the chipmaker posts record results and Wall Street remains bullish, raising questions about AI's long-term value for shareholders.
Investors Pour $100 Billion Into Equal-Weight S&P 500 ETF
The Invesco S&P 500 Equal Weight ETF has surpassed $100 billion in assets, as investors seek diversification and reduce reliance on mega-cap tech stocks amid shifting market leadership.
Stock Market Today, Aug. 26: S&P 500 Drifts Lower as Meta Settles Legal Dispute and Nvidia Reports Earnings
The S&P 500 edged down as Meta Platforms finalized a $17 billion child safety settlement and Nvidia posted triple-digit earnings growth, while Abercrombie & Fitch shares surged and Snap faced new legal pressure over its app's impact on minors
Why the PCE Inflation of 3.7% Means Little
July's PCE inflation held at 3.7%, but personal income outpaced spending, signaling a shift in consumer behavior that could pressure inflation lower and reshape stock market valuations in the months ahead
JPMorgan Maintains $240 SpaceX Target Amid AI Expansion, Lockup Risk
JPMorgan reaffirms its $240 price target for SpaceX, citing AI growth and the Cursor acquisition, but cautions that a major share lockup expiration in September could challenge investor sentiment.
Page 1 by 4