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The Latest Breaking News from NVDA

Meta and xAI Just Strengthened Nvidia's AI Moat, Portfolio Manager Says

As investors debate whether custom AI chips will eventually chip away at Nvidia Corp.’s (NASDAQ:NVDA) dominance, Gabelli Funds portfolio manager John Belton says the latest releases from Meta Platforms Inc. (NASDAQ:META) and Space Exploration Technologies Corp‘s (NASDAQ:SPCX) xAI suggest the chipmaker’s competitive moat remains firmly intact.

Quantum Tech on Capitol Hill: Nvidia, IBM and More Stocks to Watch

Quantum Tech on Capitol Hill: Nvidia, IBM and More Stocks to Watch

Quantum computing is stepping out of the lab and into Washington D.C., with a high-profile industry showcase putting some of the market’s most speculative — and potentially transformative — names back on the radar.

Analysts See Major Upside for These 5 Stocks

Analysts See Major Upside for These 5 Stocks

NVIDIA, Vistra, Mastercard, Micron, and Energy Transfer carry Buy ratings, high MarketRank scores, and double-digit analyst-implied upside ahead of earnings season.

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AMD Is Following Nvidia’s Playbook. Here’s Why Investors Should Pay Attention.

AMD's latest partnership isn't about selling more chips today. It's about competing with Nvidia by helping build the AI factories of tomorrow.

Forget GPUs. Nvidia’s Next AI Gold Mine Could Be Even Bigger.

Wall Street sees Nvidia's Vera CPU as a major growth catalyst that could expand its AI leadership beyond graphics chips.

Nvidia Stock Hasn’t Been This Cheap Since Before 2019. How to Play NVDA Stock Here.

Nvidia's valuation has fallen to its lowest level since 2019, even as Wall Street continues to see strong upside.

Nvidia Stock Has Been Flat, But NVDA Price Targets are Higher - Shorting Puts Works

Analysts keep raising their revenue and price targets for Nvidia Inc. stock, but NVDA has been flat since the end of April, 2 and a half months ago. That makes shorting out-of-the-money NVDA puts very worthwhile.

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Nvidia Stock is Finally Soaring, and Rare Chart Pattern Points to More Upside

Nvidia Stock is Finally Soaring, and Rare Chart Pattern Points to More Upside

Nvidia‘s (NASDAQ:NVDA) stock price has staged a strong comeback, a few days after it moved to a local bear market. NVDA jumped to $210 on Friday, up by 10% from its lowest level this month. It has also formed a highly bullish pattern known as a falling wedge, pointing to…

AI Sent AMD Soaring — But This Stock May Be the Better Value Play

AI Sent AMD Soaring — But This Stock May Be the Better Value Play

Nvidia continues to deliver industry-leading growth amid expanding market opportunities across GPUs, CPUs, networking, and AI software, while trading at a considerably lower forward earnings multiple.

China Is Quickly Becoming Nvidia Stock’s Biggest Long-Term Risk. Here’s Why.

A Bloomberg survey suggests Chinese companies plan to shift more AI chip spending to local suppliers, raising fresh questions about Nvidia's growth in China.

Cathie Wood's ARK Says AMD Chips 'Can Already Be More Performant Per Dollar' Than Nvidia

Cathie Wood's ARK Says AMD Chips 'Can Already Be More Performant Per Dollar' Than Nvidia

Advanced Micro Devices Inc. (NASDAQ:AMD) is positioning itself to challenge Nvidia Corp.‘s (NASDAQ:NVDA) long-standing dominance in the lucrative AI accelerator market.

Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

On Thursday, a top tech analyst said Meta Platforms, Inc.’s (NASDAQ:META) massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) —not replace them.

Why Bank of America Says Nvidia Stock Is Cheap Here

Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.

Nancy Pelosi, Donald Trump Bet On The Same 10 Stocks – Some Might Surprise You (CORRECTED)

Nancy Pelosi, Donald Trump Bet On The Same 10 Stocks – Some Might Surprise You (CORRECTED)

Editor’s Note: This story has been updated to correct details related to Intel (INTC).

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Watch Out NVDA Stock Investors: Michael Burry of Big Short Fame Isn’t Feeling the Chip Rally Anymore.

Michael Burry has taken a short position in NVDA.

Nvidia, Alphabet May Have a 5-Year Problem — S&P 493 Margins Aren't Budging

The AI trade has been built on a powerful assumption: AI won’t just supercharge Big Tech earnings — it will eventually lift profitability across the entire economy.

Broadcom and Nvidia Just Made Morningstar’s ‘Cheap Stocks to Buy’ List

Nvidia Corp. (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) just landed on Morningstar’s latest "Cheap Stocks to Buy" list, putting two of the market’s premier AI chip names in the unusual position of being labeled bargains rather than bubble plays.

EXCLUSIVE: Nvidia, Microsoft And Palantir Are All Exposed — CIO Warns Investors May Be Missing The Real Risk

Artificial intelligence investors have spent the past two years obsessing over one question: can Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Palantir Technologies Inc. (NASDAQ:PLTR) keep delivering blockbuster earnings?

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DeepSeek Just Dealt Nvidia Stock a Potentially Major Blow

DeepSeek’s custom AI chip ambitions could reshape the competitive landscape. What does that mean for Nvidia over the long term?

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Qualcomm's Edge AI Push Could Fuel the Next Leg Higher for Semiconductor ETFs

For much of the AI boom, semiconductor ETFs have been driven by a handful of names led by Nvidia Corp (NASDAQ:NVDA). But Qualcomm’s growing role in edge AI is giving ETF investors another avenue to play the artificial intelligence theme as the industry expands beyond data centers.

Nvidia Says Kyber Is Still on Track. Why the Next-Gen Infrastructure Matters for NVDA Stock.

Nvidia is pushing back against Kyber delay rumors, while the next-generation AI infrastructure platform remains a critical pillar of its long-term growth story.

Nvidia Is Allegedly Delaying Its Kyber Rack-Scale Architecture by More Than 12 Months. What This Means for NVDA Stock.

Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.

Nvidia Doubles Down on AI Startups With a Historic Revenue Sharing Model

Nvidia is trading compute for a cut of future cloud profits. Two firms are already testing the model, and analysts are split on what it means.

Memory Prices Heat Finally Reaches Nvidia. Here’s How Jensen Huang Is Dealing With It.

Nvidia CEO Jensen Huang has been proactive in ensuring memory chip supply for Nvidia, but the supply crunch is catching up.

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