Nvidia CEO Jensen Huang says the U.S. is entering an AI-powered industrial revolution, crediting President Donald Trump's tariffs for accelerating chip manufacturing.
NVIDIA (Nasdaq: NVDA) kicked off a historic wave of deals with OpenAI on September 22nd when the company announced it was investing up to $100 billion into OpenAI as part of a new partnership.
Earlier this year, many hedge funds began betting against Nvidia (NVDA 0.86%) by shorting the stock.
NVIDIA CEO Jensen Huang plans to meet "global leaders and top Korean executives" when he attends the Asia-Pacific Economic Cooperation CEO Summit in South Korea this month, the U.S. AI chipmaker said in a statement on Sunday.
Steven A. Cohen is one of the most fascinating money managers of the modern era. As the billionaire founder of Point72 Asset Management and owner of the New York Mets, Cohen has long been a larger-than-life personality on Wall Street.
October 14, 2022, marked the bottom of the last bear market, which lasted around nine months. By its end, the Dow dropped 20%, the S&P 500 was 25% lower, and the NASDAQ was down 36%.
Nvidia (NASDAQ: NVDA) CEO Jensen Huang has sold a substantial amount of company stock, continuing his renewed selling spree amid the equity's rally.
Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes, Axios reported.
Nvidia Corporation combines a booming core AI chip business with a strategic venture portfolio, enhancing long-term growth and stability. NVDA's investments in OpenAI, CoreWeave, and Wayve (among others) offer significant upside potential and help de-risk the company's exposure to semiconductor cyclicality. Despite trading at a premium valuation (44x P/E), NVDA's superior growth prospects and venture stakes justify a bullish outlook.
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Nvidia stock was dropping amid wider market jitters and a deeper rift between U.S. chip makers and China.
AI adoption is a genuine supercycle, but limitations in energy infrastructure and critical materials will likely cause periodic slowdowns, temporarily constraining GPU demand and valuations, particularly affecting Nvidia. Data center expansion faces physical bottlenecks, including strained electrical grids and scarce high-bandwidth memory components, placing practical caps on the pace of AI scaling despite robust long-term demand. Near-term valuation contractions are probable yet represent strategic opportunities to accumulate NVDA shares, as structural AI growth and inevitable infrastructure upgrades ultimately underpin sustainable long-term value appreciation.