There's a strong divide regarding the ongoing adoption of AI, but Nvidia continues to profit from this secular tailwind. One Wall Street analyst believes Nvidia's market cap will soar 369% over the next five years, and her logic is persuasive.
Nvidia's main industry is expected to have a 29% compound annual growth rate, and it is far surpassing that. The company's huge market cap points to its strength but also brings new challenges.
Nvidia (NASDAQ:NVDA) has crushed the stock market with a 1,300% gain over the past five years as tech giants continue to buy the company's AI chips.
It's the big question on the minds of investors even before the month of December starts: Will stocks be treated to a Santa Claus rally again this year?
U.S. lawmaker John Moolenaar, the chair of the U.S. House of Representatives' bipartisan select committee focused on China, on Friday asked Commerce Secretary Howard Lutnick to explain the details of President Donald Trump's decision to allow Nvidia to sell its H200 chips to China.
Investopedia's millions of monthly readers spent 2025 searching for ways to better understand the topics, trends, and policies that moved markets. Here are the top financial terms they researched in 2025.
Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.
Rubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.
Of all the mega-cap growth stocks in the market, Nvidia (NASDAQ:NVDA) has to be the most sought-after name right now, for good reason.
Nvidia (NVDA) surpassed 50% share of the data center equipment market in fiscal 2026 Q3, driven by dominance in rack-scale AI accelerators. NVDA's Data Center revenue grew 66% y/y to over $51 billion, fueled by unmatched scale-up networking and limited effective competition. Competitors like AMD and UA Link consortium lag in delivering high-performance scale-up switches, reinforcing NVDA's leadership and pricing power.
Semiconductor stocks show mixed but constructive action into Friday, with Nvidia consolidating, Intel supported on pullbacks, and AMD stabilizing despite cautious AI guidance. Overall momentum favors buying dips across the group.
Chip-import dependence is a national-security threat. A “chip-for-chip” tariff could be a $230 billion revenue windfall and spur U.S. semiconductor production.