A popular ETF dropped Big Tech stocks, which gets at an important issue: Is the bet on artificial intelligence a vast potential profit pool, or a money pit?
The AI chip leader maintains a strong competitive position in providing the essential components to build next-generation data centers. Nvidia offers an attractive valuation relative to its growth prospects.
Google, Amazon, AMD and Nvidia's own customers are rising to challenge the 800-pound gorilla.
Moore Threads Technology's stock rose more than 400% after the AI chip maker's Shanghai IPO on Friday.
Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
There has been a long dance between China and the United States over whether Nvidia Corp.
This year's FT and Schroders Business Book of the Year has been awarded to Stephen Witt's "The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip", for its unprecedented access and insight into the making of one of the most consequential CEOs and companies of our time.
Moore Threads Technology Co , dubbed by analysts as "China's Nvidia", is expected to make a strong market debut in Shanghai on Friday, on bets that the U.S.-blacklisted startup will benefit from Beijing's drive to boost domestic chip manufacturing.
Jed Ellerbroek says the A.I. trade has turned "skittish" but the overall market strength remains intact.
Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are emerging as the two strongest candidates to reach, or in Nvidia's case revisit, a $5 trillion market capitalization in 2026, according to the latest market data and analyst forecasts reviewed by Finbold.