A Wall Street analyst has cautioned Nvidia (NASDAQ: NVDA) investors that the chipmaker's explosive growth may not be entirely organic.
Taiwan's Foxconn, which makes servers for the chip designer, posted record revenue for the third quarter.
Nvidia remains the premier AI and semiconductor leader, with robust revenue and EPS growth justifying its $4.6 trillion valuation and potential for $5 trillion. NVDA trades at a premium, but its rapid top- and bottom-line expansion, dominant AI position, and strong margins make it a compelling long-term opportunity. Management's innovation, shareholder-friendly capital allocation, and new product cycles (like Blackwell Ultra) support continued outperformance and a $225 price target (20% upside).
What if you could squeeze, say, a 70% dividend yield from a fast-growing AI stock like NVIDIA (NVDA) or Palantir (PLTR)?
Shares of Nvidia (NASDAQ: NVDA) appear poised for a key breakout retest next week after a strong rally pushed the stock toward new resistance levels.
NVDA hits a 52-week high on AI-fueled growth, with soaring data center revenues and strong earnings powering momentum.
Nvidia Corporation remains a dominant force in AI infrastructure, with market share rising to 94% and a $3-4T GPU TAM projected within a decade. NVDA's operating earnings and margins are robust, with R&D investments yielding high returns and normalized margins estimated at 75% or higher. Valuation scenarios need to be weighed against the probability of capturing long-term market opportunities.
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
A multibillion-dollar deal to send Nvidia's artificial-intelligence chips to the United Arab Emirates is stuck in neutral nearly five months after it was signed, frustrating CEO Jensen Huang and some senior administration officials, the Wall Street Journal reported on Thursday.
NVIDIA NASDAQ: NVDA stock rose to set a new high in early October, signaling a continuation of the rally. The market, despite the uncertainty and headwinds caused by inflation, tariffs, and geopolitical tension, determined that the revenue and earnings growth outlook offset the risks, and the stock is undervalued.
Nvidia's slip from record highs sparks ETF opportunities, with funds like SMH, VGT, XLK and SHOC offering top exposure.
Marley Kayden and Sam Vadas run through a turbulent, still record-setting Wednesday on Wall Street as markets face day one of a government shutdown. They talk about why they're keeping eyes on Nvidia (NVDA), Apple (AAPL), and Lithium Americas (LAC).