NVIDIA Corporation (NVDA)
Nvidia is trying to stay ahead of its own massive success, says Cleo Capital's Sarah Kunst
Sarah Kunst, Cleo Capital managing director, joins 'Squawk Box' to discuss key takeaways from Nvidia's GTC conference this week, state of AI demand, the threat posed by China's DeepSeek, and more.
This market sector is most vulnerable to a crash. Nvidia investors, take note.
Why the Semiconductors and Semiconductor Equipment Index has risen too far, too fast.
3 Semiconductor Stocks Flying Under the Radar—But Not for Long
Given that it includes three of the 10 largest companies in the world by market capitalization, the semiconductor and chipmaking industry sets a lofty standard for what it means to be an average-sized firm. Similarly, "small" semiconductor companies, or at least those that are smaller than titans like NVIDIA Corp. NASDAQ: NVDA, might still be valued in the hundreds of billions of dollars.
Nvidia Slips. Why Its New AI Chips Aren't Helping the Stock.
Nvidia has reaffirmed its leadership in artificial-intelligence chips but that isn't boosting its stock price.
Nvidia Stock Has Taken a Beating. Buy the Dip?
In January, I warned investors to tread carefully when it came to Nvidia (NVDA 1.74%) shares. The tech stock's valuation left almost no room for error.
Nvidia will spend hundreds of billions on US manufacturing, says CEO
Comments by chipmaker's boss Jensen Huang are a sign Trump's ‘America First' policy is affecting investment
Jensen Huang Just Predicted This AI Category Would Reach $1 Trillion. Is Nvidia Stock a Buy?
Nvidia (NVDA 1.74%) emerged as the most closely watched artificial intelligence (AI) stock thanks to its soaring growth, and its annual GTC conference has also become one of the top AI events for analysts, industry insiders, and investors to watch.
Nvidia Is 23% Below Its Record-Closing High: 6 Reasons I'm Still Not a Buyer
Over the last month, Wall Street has sent a stern warning to the investing community that stocks can, in fact, move lower. It took just 16 trading sessions for the benchmark S&P 500 to dip into correction territory -- a decline of at least 10% from a recent closing high -- with the Nasdaq Composite falling into correction at an even faster pace.
Nvidia shares boosted by reported ambitious investment plans
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) stock was up 1.8% in after-hours trading and looked set for a strong open on Thursday after it shared plans to invest hundreds of billions of dollars in US-made chips and electronics over the next four years. According to CEO Jensen Huang, via the Financial Times, the AI chipmaker expects to spend around $500 billion during this period, with a focus on expanding domestic manufacturing.
Nvidia Stock Investors Just Got Great News From CEO Jensen Huang
Nvidia (NVDA 1.74%) stock has tumbled 23% from the record high it reached in early January. The decline began when large language models developed by DeepSeek raised questions about whether U.S. companies have been overinvesting in artificial intelligence infrastructure, especially Nvidia graphics processing units (GPUs).
Nvidia to invest billions in US chip production over four years, FT reports
Nvidia plans to invest hundreds of billions of dollars in U.S.-made chips and electronics over the next four years, CEO Jensen Huang told the Financial Times on Wednesday.
Nvidia Reportedly Bought a Synthetic Data Firm. So What's Synthetic Data?
Generative AI models must be trained on a lot of information, and sometimes you have to make it up.
