NVIDIA Corporation (NVDA)
NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?
NVDA's surging AI data center revenues and faster earnings growth outshine peers, positioning the stock as the stronger buy over rivals right now.
Exclusive: Nvidia aims to begin H200 chip shipments to China by mid-February, sources say
Nvidia has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.
Nvidia: Transition To Long Thinking Models Is Beyond Traditional AI Growth Patterns
Nvidia is rated a strong buy, driven by its dominant AI infrastructure position and accelerating GPU architectures amid the end of Moore's Law. NVDA's revenue momentum is underpinned by a $0.5 trillion Blackwell/Rubin pipeline, robust hyperscaler demand, and a projected 40% long-term CAGR. Key risks include China export controls, power constraints, customer concentration, and potential re-rating if open-source AI or custom silicon erode demand.
Nvidia: Only A 3% Premium For The Most Important Company In AI
Valuation still reasonable: Nvidia trades at ~24x forward earnings. That's only ~3% above the S&P 500 average, despite vastly superior revenue, EPS growth, and margins. Fundamentals remain exceptional: 12 straight earnings double-beats, ~65% YoY data-center growth, and ~74% gross margins underscore dominant execution. Concentration isn't market peak: Heavy weighting in the Magnificent 7 suggests the bull market hasn't broadened yet, leaving room for further upside if recession is avoided.
Opinion | The U.S. Can't Get Xi Hooked on Nvidia Chips
‘The exports will relinquish our lead in frontier AI models while actively supporting China's military and economic advancement,' writes Dmitri Alperovitch.
AI Stocks Could Stay 'The Place to Be' Next Year. Here Are Two Banks' Top Chip Picks
AI stocks have had a tough time lately. Some analysts say they're sticking by their favorite chip stocks anyway.
Three top Wall Street analysts stay bullish on Nvidia stock. Here's why
TipRanks spotlights three Wall Street pros who are bullish on Nvidia.
Should You Buy Nvidia Before Jan. 6, 2026?
Nvidia has delivered gains to investors this year and over time. The company has built a leading position in the area of AI, and that's driven enormous growth.
Is Nvidia Stock a Buy in 2026?
Nvidia stock has underperformed its peers in the semiconductor space this year. The company's valuation is becoming cheaper despite its historic operating performance.
Why Is Nvidia (NVDA) Down 3.6% Since Last Earnings Report?
Nvidia (NVDA) reported earnings 30 days ago. What's next for the stock?
2 Tailwinds and 1 Red Flag to Consider with Nvidia Stock Right Now
In the world of artificial intelligence (AI) stocks, Nvidia (NASDAQ:NVDA) is often the first company investors think of as pure-plays in this high-growth space.
Is It Worth Investing in Nvidia (NVDA) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
