NVIDIA Corporation (NVDA)
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Stock futures are little changed as the S&P 500 heads for another week of gains. Nvidia and artificial intelligence company Groq agreed to a licensing deal that will bring the startup's top executives in-house at Nvidia.
Nvidia: Poised To Unlock $6 Trillion In 2026
Nvidia is significantly undervalued, with aggressive profitability growth and stellar free cash flow conversion poised to drive its market capitalization to over $6 trillion by 2026-end. This growth is primarily fueled by continued massive investments in AI infrastructure from cloud giants and the accelerating deployment of autonomous ride-hailing. While competition and geopolitical risks exist, Nvidia's strong R&D and strategic investments in nascent fields like robotics and quantum computing solidify its long-term dominance.
Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)
Nvidia plans to acquire Groq's assets for $20 billion, targeting AI inference leadership and addressing GPU limitations for specific workloads. The deal structure secures Groq's LPU technology and key personnel, while avoiding a prolonged process, reflecting urgency amid rapid AI sector evolution. NVDA's data center revenues surged to $51.2B last quarter, with gross margins at 73.6% and Q4 guidance signaling further acceleration.
$1,000 invested in Nvidia stock at the start of 2025 returned
Nvidia is wrapping up 2025 on a strong note, with its stock extending a powerful year-long rally despite some volatility in recent sessions. Shares of the AI chipmaker closed at $188.61 on December 24, marking a 40.45% gain year to date.
Nvidia expands AI empire with Groq licensing deal, poaching startup's top execs
Groq more than doubled its valuation to $6.9 billion, from $2.8 billion in August last year, following a $750 million funding round in September.
Nvidia Licenses AI-Inference Technology from Chip Startup Groq
The startup's CEO and some staff are to join Nvidia as part of new nonexclusive deal, a sign of growing demand for cutting-edge AI chips.
Nvidia Is Breaking Out, Don't Get Left Behind
Nvidia Corporation earns a Buy rating, supported by robust fundamentals, a reasonable valuation, and technical chart breakout potential. NVDA trades at a forward P/E of ~27x, well below dot-com bubble levels, with a forward PEG of 1.08x, reflecting sustained high growth. Management maintains visibility to $500 billion in Blackwell and Rubin revenue through 2026, with upside potential from new GPU agreements.
Groq execs to join Nvidia as part of AI-chip licensing deal
Nvidia Corp. has entered into a non-exclusive licensing agreement with AI chip maker Groq, and will acquire some of the startup's executive team.
Nvidia acquires AI chip challenger Groq for $20B, report says
Nvidia is buying the AI chip startup Groq for $20 billion, according to a report from CNBC. The purchase is expected to be Nvidia's largest ever, and with Groq on its side, Nvidia is poised to become even more dominant in chip manufacturing.
Nvidia to buy AI chip startup Groq for about $20 billion, CNBC reports
Nvidia has agreed to buy Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, CNBC reported on Wednesday.
Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq for about $20 billion. The company was founded by creators of Google's tensor processing unit, or TPU, which competes with Nvidia for artificial intelligence workloads.
Nvidia (NVDA) Crossed Above the 50-Day Moving Average: What That Means for Investors
From a technical perspective, Nvidia (NVDA) is looking like an interesting pick, as it just reached a key level of support. NVDA recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
