NVIDIA Corporation (NVDA)
Nvidia: The Best Days Are Far From Over
Nvidia's growth engine is far from peaking, translating into a solid outlook of 70% FY2028 revenue growth and robust AI chip demand. Could be more. NVDA's deepening partnership with SpaceX and rapid expansion into AI cloud ecosystems diversify growth beyond hyperscalers. The AI cloud growth optionality has deepened further. Despite such explosive growth prospects, the company trades at just 18x forward earnings, well below its five-year average multiple. It's really baffling, to be honest with you.
Monster insider trading alert for Nvidia stock as this executive dumps 67% of all sales YTD
Nvidia (NASDAQ: NVDA) insiders have collectively sold more than $664 million worth of stock in 2026, with one executive accounting for the vast majority of those transactions.
Nvidia Stock Won't Be Overvalued by 2028: My Case for Buying NVDA Today
Nvidia looks expensive, but its valuation is relatively modest compared with its historical levels given its extraordinary growth. If Nvidia delivers anything close to its 2028 growth expectations, today's stock price could look reasonable in hindsight.
Buy Nvidia: Thinking Differently About AI Value Creation
NVIDIA remains compelling at a $5 trillion market cap, given the transformative value AI infrastructure can unlock across major professional sectors. I estimate AI-driven automation in finance, accounting, and legal fields alone could create $12 trillion in value, underscoring NVDA's long-term demand drivers. Despite conservative below-consensus projections, NVDA trades at 24.1x FY27 P/E, with a potential 17.0x P/E by 2030 if shares compound at 12% annually.
Jim Cramer Sold 1 AI Chipmaker Over $80 Billion in Debt. But He Defended NVIDIA
Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely on what NVIDIA reports after the bell tonight.
Nvidia: The Space Matters More Than The Share
Nvidia is positioned as the premier AI factory builder, with rapidly growing data center revenues and unmatched margins and growth rates. NVDA's valuation is driven more by the explosive AI market expansion than by market share shifts, with both hyperscale and enterprise segments fueling growth. Risks include elevated days sales outstanding and gross margin compression from memory costs, but surging revenue and expanding AI adoption are expected to offset these concerns.
Nvidia's AI advantage is moving beyond the GPU
Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profitable as the industry scaled out. In the last few years, hyperscalers like Amazon and Google have started building their own chips, and Nvidia is no longer the only game in town, leading many investors to wonder how durable its advantage really is.
Nvidia is using its balance sheet to fuel the AI boom. Is it a double-edged sword?
From a strategy being dubbed “balance sheet as a service” to Nvidia itself being described as the central bank of artificial intelligence, the chipmaker's growing role in financing the AI ecosystem is attracting more attention from investors. Nvidia has transformed itself from a semiconductor company into one of the most important financial backers of the AI infrastructure boom.
Trading expert sets date when Nvidia stock will crash to $130
Nvidia (NASDAQ: NVDA) could face a sharp correction to $130 by late December 2026 if a long-term bearish cycle unfolds as it did during previous market peaks, according to a technical analysis.
Nvidia Earnings, Warsh Headline Mostly Upbeat Week
The news headliners this week included renewed tariff tensions , highly anticipated Nvidia (NVDA) earnings, and Friday's speech from Fed Chair Kevin Warsh , as the annual Jackson Hole, Wyoming symposium commenced.
Wall Street Wanted 45% Growth From Nvidia. It Guided to 70%, and the Real Number Is Higher.
Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything about what you are actually buying.
