Nvidia Corporation showcased a transformative pivot at GTC26, emphasizing rack-scale AI infrastructure and a broadened platform vision beyond just GPUs. NVDA revealed $1 trillion in purchase orders for Blackwell and Rubin systems through next year, signaling a dramatic expansion in future revenue visibility and content TAM. Despite robust growth prospects, NVDA shares trade at just 21x CY26 and 16x CY27 earnings, reflecting elevated market dissatisfaction with current cash allocation priorities.
Nvidia ( NASDAQ:NVDA | NVDA Price Prediction) could become the first $10 trillion company, the CEO gave about as clean an answer as you'll hear from a Fortune 500 executive.
Nvidia stock looks set to end the week lower than it started despite multiple announcements at its GTC conference but investors should be patient.
Jensen Huang proposed giving engineers "AI tokens" in addition to their base salary. Huang also envisions Nvidia will one day employ hundreds of thousands of AI agents, outnumbering its 42,000 human workers.
Shares of Super Micro fall, though the company itself was not named in the federal indictment
The outlooks for both NVIDIA and Palantir remain robust despite some softness in share performance YTD, perhaps setting up a nice opportunity for those seeking exposure.
Micron Technology (NASDAQ:MU) is down 4% in Thursday trading, with shares sliding to $445 from a prior close of $461.73.
SoundHound AI (NASDAQ:SOUN) is sliding 6% on Thursday, breaking below the $7 level.
New Street Research analyst Pierre Ferragu has added Nvidia (NASDAQ: NVDA) to the company's ‘best idea list for 2026' on Thursday, March 19, arguing the stock could double in value by 2027.
NVIDIA???s China chip approval, $1T order outlook, and strong growth forecasts spotlight NVDA as investors weigh the recent dip and ETF exposure.
During the GTC 2026 conference, Nvidia presented an ambitious plan: Its leading AI accelerators are expected to help it achieve $1 trillion in revenue from 2025 to 2027. This is an enormous figure for a product that remains largely unnoticed by the general public, hidden deep within vast data centers.
Nvidia stock isn't moving off the back of its GTC conference but Wall Street analysts are still applauding and there's another high-profile cheerleader—Elon Musk.