NVIDIA Corporation (NVDA)
Nvidia reclaimed market value pole position in June
Nvidia reclaimed the top spot among the most valued companies worldwide in June, as its shares were supported by renewed optimism over its leadership in artificial intelligence and expectations of surging demand for its AI chips.
This Is the Best Self-Driving Car Stock — And It's Not Even Close!
Key Points in This Article: The autonomous vehicle market, projected to hit $4.45 trillion by 2034, is led by a company providing AI chips and software, making it the top investment over vehicle-focused competitors.
Nvidia Stock Falls. Why a 7-Day Winning Streak Is at Risk.
The chip maker's strong run at the end of the second quarter means it's now nearing a $4 trillion market valuation.
The Tech-Stock Bargains Hiding in Nvidia's Shadow
Changes in how chips are made could elevate equipment companies that have been out of the spotlight.
Chinese AI chipmakers Moore Threads and MetaX target $1.65bn in IPOs amid US export curbs
Two Chinese graphics chip startups, Moore Threads and MetaX, are aiming to raise a combined $1.65 billion via listings on Shanghai's tech-focused STAR Market, according to a Reuters report. The move comes as US export controls on advanced semiconductors spur efforts to strengthen China's domestic capabilities in AI chipmaking.
Nvidia Stock Isn't Pricing In Sovereign AI
Nvidia Corporation's fundamentals remain robust with respectable growth in revenue and EPS while operating cash flows saw a major increase. The Data Center segment leads performance, and Sovereign AI demand could drive future growth not yet reflected in current guidance or valuation. Nvidia's P/S ratio is below its three-year average, suggesting undervaluation, especially given the potential for reaccelerated growth from global AI spending.
Nvidia insiders dump more than $1 billion in stock: report
Nvidia executives have offloaded over $1 billion in shares during the company's AI-driven stock surge, with CEO Jensen Huang's potential sales potentially worth $900 million this year.
Nvidia: Why I Am Aggressively Accumulating At All-Time High
Recent insider sales at Nvidia Corporation are not a red flag; the fundamentals in the AI market are extremely resilient and strong. Nvidia's free cash flow growth, driven by Blackwell GPUs and future product cycles, is massively underestimated by the market. AI-led CapEx spending is widely under-rated. The AI GPU maker is set to grow to a $100B annual free cash flow run-rate this year and a $250B FCF run-rate by the end of the decade.
Nvidia: New All-Time-High Comes With New Risks (Rating Downgrade)
Nvidia's business momentum remains strong despite export controls to China, but its larger revenue base increases the risk of decelerating growth. Recent results show robust YoY growth, but sequential growth is slowing, and consensus revenue estimates for 2026 appear optimistic. Valuation is stretched, with the stock priced for high expectations and limited upside, making the risk-reward less favorable at current levels.
Nvidia: A Titan At An Inflection Point
Nvidia's Data Center revenue reached $115 billion in FY25, growing at a 108% five-year CAGR, driving its industrial AI dominance. The Blackwell GPU ramp already accounts for nearly 70% of compute sales, mitigating the $8 billion China market revenue loss. Sovereign AI factories are emerging as a new $100 trillion TAM, positioning NVIDIA as the digital infrastructure backbone for governments.
Nvidia breakout puts $4 trillion market value within reach
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion.
Nvidia CEO celebrates NVDA all-time high with monster insider sale
Nvidia (NASDAQ: NVDA) CEO Jensen Huang appears to be taking some profit from his stake in the company after executing a notable selling spree of almost $40 million over the past week.
