NVIDIA Corporation (NVDA)
Micron vs. NVIDIA: Which AI Stock Is the Better Buy After Earnings?
Micron's surging AI-driven revenue, expanding margins and lower valuation make it a more compelling buy than NVIDIA despite both chipmakers' strong growth outlooks.
Why is Nvidia stock falling 2% on Thursday?
Nvidia stock NVDA continued to fall on Thursday as a sell-off in artificial intelligence-linked stocks intensified amid concerns that rising interest rates could constrain AI investments and fresh data pointed to mounting US inflationary pressures. Updates from Taiwan Semiconductor Manufacturing Company (TSMC) and AI startup Anthropic also weighed on sentiment, as investors reassessed the sustainability of AI spending, financing arrangements and the prospects of generating returns from the sector's massive infrastructure investments.
Jensen Huang Is Giving $250 Million to AI Safety and Says He'd Cut Off Reckless Customers
Jensen Huang just pledged a quarter-billion dollars to AI safety research and said he would cut off a customer building dangerous AI, but his own statements reveal how much wiggle room that threat actually contains.
Nvidia must work with Chinese AI companies on safety, Jensen Huang tells CNBC
Nvidia CEO Jensen Huang said the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks. Huang told CNBC AI was "potentially dangerous," adding he has ongoing "dialogs" with researchers in China.
History Says Nvidia Stock Usually Rises in the Fourth Quarter -- It Has in 20 of the Last 27
Nvidia stock climbed in the October-to-December quarter in 20 of the 27 years from 1999 through 2025. Two of the stock's fourth-quarter losses, in 2000 and 2018, topped 50%.
Why Nvidia shares have fallen over 2% on Wednesday?
Nvidia NVDA shares fell more than 2% on Wednesday as hotter-than-expected US inflation data triggered a broader market sell-off, adding to pressure on semiconductor stocks that have struggled throughout the week. Wednesday's decline marked the fifth time in six sessions that Nvidia shares traded lower.
Don't Get NVIDIA's Reflection AI Interest Wrong: Its Moat Could Deepen
NVIDIA TodayNVDANVIDIA$223.01 -5.51 (-2.41%) As of 11:35 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$164.27▼$243.37Dividend Yield0.45%P/E Ratio28.18Price Target$321.89Add to WatchlistBeing AI-lab agnostic has long been a pillar of NVIDIA's NASDAQ: NVDA strategy.
Nvidia (NVDA) Just Overtook the 20-Day Moving Average
From a technical perspective, Nvidia (NVDA) is looking like an interesting pick, as it just reached a key level of support. NVDA recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
High Voltage Returns: Navitas Rewires AI Data Centers
The expansion of artificial intelligence data centers faces a critical physical limitation: power consumption. Hyperscale computing facilities draw unprecedented amounts of electricity, straining legacy grid infrastructure and creating heat-dissipation challenges.
Nvidia: The $235 Billion Bullish Signal Investors Are Missing
Nvidia Corporation expanded its share repurchase authorization to $235 billion, signaling a significant capital allocation shift. Repurchase capacity now covers 4.3% of NVDA's market cap, with total repurchases projected at nearly $290 billion through FY28. Base case price target rises to $367, with an upbeat target of $496.40, reflecting a 5% and 3% increase, respectively, from the expanded buyback.
Here's the Bull Case for NVIDIA, Micron, and SanDisk for 2027
Jensen Huang says compute has become revenue, and the AI buildout is still supply-constrained heading into 2027.
Nvidia's Valuation Is Becoming Absurdly Cheap
Nvidia Corporation is rated a Strong Buy, with robust EPS growth, a next-gen Vera Rubin chip ramp, and an undemanding 14.5x FY28 forward P/E. Q2 FY27 saw 106% YoY revenue growth, and 120% EPS growth, and data center revenue now comprises 92.5% of total sales. CapEx spending by hyperscalers is accelerating, with Vera Rubin expected to reach 20% of data center revenue in Q3 and $1.3T in CapEx forecasted for 2027.
