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The Latest Breaking News from NVDA

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.

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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.

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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.

Benzinga

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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.

Benzinga

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.

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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).

Benzinga

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.

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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.

Benzinga

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.

Benzinga

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?

Benzinga

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?

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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…

Benzinga

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.

Benzinga

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.

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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.

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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.

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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.

Benzinga

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

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Benzinga

Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown

Micron Technology Inc. (NASDAQ:MU) has long been Wall Street’s go-to AI memory stock, but that could soon change as SK Hynix prepares for what could be a record-breaking Nasdaq debut, bringing Nvidia Corp.‘s (NASDAQ:NVDA) two biggest high-bandwidth memory suppliers onto the same U.S. exchange.

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Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.

Seaport Global maintains its "Sell" rating on Nvidia due to balance sheet worries.

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AMD Beats NVDA in 1H26 Returns. Here’s What's Next for 2H26.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Benzinga

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Benzinga

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Benzinga

EXCLUSIVE: Market Expert Jay Woods Picks Top 2 Magnificent Seven Stocks For Rest of 2026, 2027

Prior to the start of 2026, Freedom Capital Markets Chief Market Strategist Jay Woods named Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Tesla (NASDAQ:TSLA) as his favorite Magnificent Seven stocks for the year.

Benzinga

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

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