NVIDIA Corporation (NVDA)
Inside NVIDIA's Portfolio: A $30 Billion Intel Bet and Other Surprising Holdings
NVIDIA's debut 13F revealed something Wall Street didn't see coming: the world's most valuable chip designer parked $29,989,261,126 into shares of its most storied rival, Intel, a position that swallows 47.27% of its entire $63+ billion equity portfolio.
Nvidia: A Buy Ahead Of Q2 Earnings, With $500 Billion To Keep The AI Train Going
Nvidia Corporation remains a compelling Buy ahead of Q2 FY2027, supported by robust AI infrastructure demand and strong financials. NVDA guides to $91 billion in Q2 revenue, tripling year-on-year, with a 75% gross margin and an EPS consensus at $2.08. Forward P/E of 22–25x and PEG of 0.5 reflect earnings growth outpacing share price, making valuation attractive despite recent gains.
Nvidia: The Cleanest AI Bet Ahead Of Q2 Earnings (Preview)
Nvidia reports fiscal Q2 earnings with strong revenue momentum, supported by robust hyperscaler demand and elevated Hopper cloud rental pricing. Vera Rubin platform shipments beginning in fiscal Q3 2027 could deliver up to thirty-five times higher inference throughput than Blackwell. Historical post-earnings patterns show frequent short-term profit-taking, creating attractive buying opportunities for long-term investors focused on structural AI growth ahead.
This Nvidia Supplier Is Seeing Endless Data-Center Demand. Why the Stock Is Sinking.
Fabrinet stock declines after the company posts solid earnings on robust data-center demand. Wall Street sees a few blemishes.
NVIDIA's $500 Billion AI Bet Is ‘Almost Like a Digital Infrastructure Bill'
The hosts of Earn Your Leisure, Rashad Bilal and Troy Millings, framed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) as a national infrastructure story with the weight of a public works program.
Nvidia's AI moat is shifting from chips to capital
In the past week, Nvidia has announced a pact with Wall Street firms to pursue $500 billion worth of financing for chips, and has agreed to support OpenAI in Ohio to the tune of up to $105 billion. While the chipmaker maintains its dominance in the market for AI processors, it's increasingly showing its willingness to take advantage of another great asset: capital.
A $21 Billion ‘Kids in Chips' Startup Is Scooping Up Nvidia Talent
Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer.
Nvidia provides $105B in financing toward OpenAI's massive Ohio data center — will be one of biggest in world
OpenAI has inked a 20-year deal for the site, which will ultimately provide about eight gigawatts of computing capacity that will help support products like ChatGPT. In energy terms, a single gigawatt can power approximately 750,000 homes.
Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?
Bridgewater Associates founder Ray Dalio has made NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) one of the largest AI positions in his firm's disclosed book.
Nvidia's Circular Financing Web Gets Even Wider
Wall Street spent most of 2026 debating whether Big Tech's AI spending was real demand or a financing trick dressed up as a boom.
Nvidia: One Number In Q2 Decides Where This Stock Goes
Nvidia Corporation remains a Strong Buy as demand shifts from intentions to signed obligations, with $91B July quarter revenue and 75% gross margin guidance. Hyperscaler and sovereign AI demand drive robust, multi-year committed backlogs, reducing reliance on the top four customers and supporting revenue durability. Rubin chip shipments begin Q3 2026, pulling forward revenue and mitigating typical product transition risks due to persistent supply constraints.
Nvidia stock is near its record high: what's going on with the AI darling today?
Nvidia stock (NVDA) was higher in early Monday trading, rising 1% to around $227, after the chipmaker agreed to guarantee as much as $105 billion in lease payments tied to an OpenAI data center in Ohio. The facility is being developed by SoftBank-backed SB Energy, which will build, own and operate the campus for OpenAI under a 20-year lease, the companies said Monday.
