Nvidia boss Jensen Huang will kick off the Computex trade show in Taiwan on Monday with a lengthy speech about AI in which he is expected to expound on his company's latest product efforts as well as the island's central role in the industry.
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world's most advanced chips - like Nvidia's most sophisticated Rubin and Blackwell processors, as well as AMD's MI350x - to Chinese entities located outside China.
Artificial intelligence (AI) is the trade of the decade. It turned NVIDIA NASDAQ: NVDA into a household name.
Jensen Huang has spent the past year repeating one number that keeps growing louder: humanoid robots represent a $40 trillion total addressable market for labor automation.
Nvidia's upside isn't reflected in the stock price.
Nvidia and Microsoft are expected next week to debut the first Windows OS computers that use Nvidia's chips as the main processor, Axios reported on Saturday, citing sources.
Although NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang rarely lacks for big numbers, his latest one stopped Wall Street cold.
This emerging AI stock could be the best deal on the market.
Nvidia Corporation has achieved explosive revenue growth, now running at a $326–$364 billion annualized rate, driven by AI infrastructure demand. NVDA's Data Center segment, powered by Blackwell chips, delivers 92% of revenue and maintains elite non-GAAP gross margins near 75%. Valuation is stretched, trading at a mid-20s forward earnings multiple; future returns hinge on earnings compounding rather than further multiple expansion.
NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.
Shares of Nvidia (NVDA) edged higher on Friday as investors turned their attention toward next week's Computex conference, which could provide the next major catalyst for the world's most valuable chipmaker. The stock rose about 1% to $215.41 in early trading and is up roughly 15% so far this year.
Every retirement portfolio in America seems to have one stock in common right now: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), the AI hardware giant that just printed $81.6 billion in quarterly revenue and 85.23% year-over-year growth.