NVIDIA Corporation (NVDA)
One Number Tells Me Nvidia Stock Could Go Much Higher
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Machine learning algorithm sets Nvidia stock price for September 30, 2026
Finbold's AI Agent has predicted that semiconductor giant Nvidia (NASDAQ: NVDA) will remain above the $200 mark on September 30 as the company continues to benefit from strong artificial intelligence demand.
Nvidia: Betting Against AI's Landlord Is A Widow-Maker Trade
Nvidia Corporation is rated a Strong Buy, leveraging NeoCloud revenue sharing, Hugging Face integration, and $500B private equity backing to underwrite global AI compute. NVDA's recurring-yield business model and SaaS/IaaS transition support potential multiple expansions toward high-margin semiconductor/software peers despite near-term gross margin compression. Key risks include $105B contingent liability tied to OpenAI, memory cost inflation, and custom inference ASICs like Jalapeño threatening NVDA's architectural lead.
Nvidia: Unstoppable Momentum As Vera Rubin Platform Takes Off
Nvidia Corporation has reclaimed its position as the largest U.S. stock by market capitalization amid a 15% YTD share price surge. NVDA's stock performance has decoupled from other semiconductor peers, driven by robust growth and less exposure to short-term demand cycles. I remain bullish on NVDA, citing both its extraordinary growth rates and the accelerating traction of its next-generation Vera Rubin platform.
Nvidia Continues To Defy The Odds
Nvidia Corporation more than doubled Q2 revenue YoY to $96B, while management still describes FY2028 growth as supply-constrained rather than demand-constrained. ACIE is growing faster and already accounts for a similar share of Data Center revenue as hyperscalers, reducing NVDA's dependence on a handful of customers. Vera Rubin, broader enterprise AI adoption, and new revenue models increasingly weaken the cyclicality argument but do not fully falsify it - some risk remains.
Anthropic strikes $35 billion cloud deal with Nvidia-backed Lambda
Anthropic has agreed to a $35 billion deal to buy computing power from Nvidia-backed cloud provider Lambda, the Wall Street Journal reported, citing unnamed sources. The new capacity will be sourced from a Texas data center operated by bitcoin miner Hut 8, with Nvidia holding the underlying lease on the property, according to the report.
Jensen Huang Has Become World's 8th Richest Person
Jensen Huang is the world's 8th-richest person, with a net worth of $180 billion, putting him just below Meta's (NASDAQ: META | META Price Prediction) Mark Zuckerberg.
NVIDIA's MediaTek Bet Shows How It Plans to Defend Its AI Moat
NVIDIA TodayNVDANVIDIA$218.39 -2.39 (-1.08%) As of 01:26 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$164.07▼$236.54Dividend Yield0.46%P/E Ratio27.60Price Target$324.23Add to WatchlistNVIDIA Corporation NASDAQ: NVDA is executing a calculated, two-pronged expansion to protect its accelerated computing empire from threats posed by custom silicon.
Is Nvidia's $35 Billion Anthropic Pact the Ultimate Circular Financing Play?
$35 Billion at a Glance $35 billion. That is the size of the cloud compute deal Anthropic just signed, backed by NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), according to a Wall Street Journal report.
This $5 Trillion Company Could Be Worth $8 Trillion by 2030
NVIDIA just posted record quarterly revenue while its stock barely budged, and the gap between what Wall Street expects and what the next four years could actually deliver may be wider than almost anyone realizes.
Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
Price Prediction: Will Nvidia Hit $350 in 2027?
Wall Street's average target already implies 40% upside for Nvidia, yet one scenario pushes far beyond what analysts have priced in. The math is simpler than you'd expect, and the catalysts are already in motion.
