NVIDIA Corp (NVDA)
Is NVIDIA's $5B Stake a Signal to Buy, Hold, or Sell Intel Stock?
Intel surges nearly 23% after NVIDIA acquires $5B stake, fueling hopes of a turnaround as the chipmakers join forces in AI and PCs.
Nvidia Remains A Generational Winner
Nvidia Corporation remains the dominant force in AI infrastructure, delivering record Q2 revenue of $46.7B and maintaining a Buy rating. NVDA's leadership is fueled by surging AI demand, new product launches like Blackwell and Rubin, and a projected multi-trillion-dollar AI infrastructure opportunity. The shift toward AI inference and agentic AI, along with sovereign AI initiatives, positions NVDA to capture outsized growth in emerging markets.
Nvidia: Selling At $145 Was A Big Mistake (Upgrade)
My attempts to time the market and sell Nvidia at $145 were pathetic, and I'm done with these expensive experiments. Major tech companies continue driving massive GPU orders, reinforcing NVDA's dominant position in the global AI and data center ecosystem. The move to collaborate with Intel on CPUs for data centers and AI PCs could potentially unlock a new high-growth area for NVDA.
Nvidia explores $500 million investment in UK self-driving startup Wayve
U.S. chip designer Nvidia has signed a letter of intent for a possible $500 million investment in the next funding round at Britain's Wayve, the autonomous driving technology group said on Thursday.
Nvidia spent over $900 million to hire Enfabrica CEO, license technology, CNBC reports
Nvidia has spent over $900 million to hire Enfabrica CEO Rochan Sankar and other staff at the artificial intelligence hardware startup and to license the company's technology, CNBC reported on Thursday.
Nvidia May Never Return to China
Nvidia Corp. (NASDAQ: NVDA) has nearly lost access to the Chinese market in the recent past.
Nvidia challenger Groq raises $750m as investors bet on AI chip rival to Nvidia
AI chipmaker Groq has secured $750 million in fresh funding, valuing the startup at $6.9 billion and more than doubling its worth in just a year. The round, led by Disruptive with backing from BlackRock, Neuberger Berman, Deutsche Telekom Capital Partners and existing investors such as Samsung and Cisco, pushes Groq's total fundraising above $3 billion, according to PitchBook.
NVDA or QBTS: Which is the Better Bet for Quantum Investors in 2025?
NVIDIA's hybrid quantum push challenges D-Wave's niche as investors weigh scale against specialization in 2025.
Nvidia: Reason To Buy Is China
China's Internet regulator ordered the halt of Nvidia Corporation AI chip purchases, intensifying U.S.-China tech tensions and disappointing the Nvidia CEO. We think this is a temporary blurb between global powers using tech as leverage and don't view this as the end of NVDA's 30 years in China. Chinese domestic alternatives are gaining ground and under pressure to match NVDA's performance; however, we continue to believe Nvidia has the upper hand on hardware and software.
Beyond Nvidia: Can Arm Stock Hit $210 Next Year?
Nvidia (NASDAQ:NVDA) is a generational performer and the stock still has plenty of room to run, even as a $4.32 trillion company.
AI's Next Dividend Bonanza Is NOT Where You Think
While Wall Street chases NVIDIA (NVDA), the real AI dividend story is unfolding in the sleepy insurance sector. These “boring” firms are quietly leveraging AI tools to slash costs, grow premiums, and—best of all—dish us bigger dividends.
Is the China ban fueling Nvidia stock short interest?
Nvidia (NASDAQ: NVDA) stock fell 2.78% in intraday trading on Wednesday, September 17, after reports that China imposed a ban on the company's chips sparked immediate market reaction.
