NVIDIA Corporation (NVDA)
The Hyperscaler Prisoner's Dilemma: Why I Keep Buying Nvidia
I keep clicking buy on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and I am not going to pretend otherwise.
Why Nvidia stock is rebounding around 3% after Big Tech earnings
Nvidia stock (NVDA) rebounded around 3% on Thursday as strong results from Microsoft reignited optimism around artificial intelligence infrastructure spending, lifting semiconductor stocks after a week of heavy selling. The stock traded around $195.50 in early trading.
Is It Worth Investing in Nvidia (NVDA) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Charles Payne: AI Is Not the Dot-Com Bubble. NVIDIA's Earnings Prove That
Although Wall Street keeps rehearsing the dot-com script every time a semiconductor stock rips higher, Fox Business host Charles Payne argues on the Rich Habits Podcast that the comparison “wastes a lot of time” and “creates a lot of hesitation” for investors watching a generational buildout pass them by.
This NVIDIA Partner Is Already Up 123% in 2026, but Agentic AI Could Drive Its Next Growth Wave
Penguin Solutions CEO Kash Shaikh appeared on CNBC on July 29 with his thesis for the current AI cycle: “Memory is the new compute, especially with agentic AI.
Nvidia's $5 Billion SSI Bet Could Protect Its Post-LLM Lead
Nvidia Corporation invests $5B in Safe Superintelligence, Inc. to gain privileged access to frontier AI research and future workload insights. NVDA's strategic rationale centers on closing its research feedback loop, countering hyperscaler customers' shift toward custom silicon and proprietary models. Financial modeling shows SSI need only help protect ~$730M in annual after-tax profit starting year eight to justify NVDA's investment.
Nvidia's Ongoing Dominance: Reasons To Keep Buying
Nvidia Corporation demonstrates industry-leading profitability with a 74.15% gross margin and 112.2% TTM ROIC, outpacing peers. Driven by AI demand and consistent performance, NVDA stands out as a resilient and rewarding stock for growth-focused investors. NVDA shifted the debate away from "who has the best chip," to which company has the best system‑level architecture.
Why Nvidia stock is down around 2% today
Nvidia (NVDA) shares fell around 2% on Wednesday, extending a recent selloff in semiconductor stocks as investors weighed rising geopolitical tensions, higher oil prices, and growing questions over the sustainability of artificial intelligence spending. The stock traded around $192, remaining below the psychologically important $200 level.
NVIDIA's OpenAI Backstop Puts AI Financing Risk in Focus
Investors allocating capital to the artificial intelligence sector are facing a complex transition in market mechanics. The early phase of the AI infrastructure boom relied heavily on organic hardware procurement, with hyperscalers purchasing silicon outright to build generative models.
2 AI Stocks That Beat NVIDIA - and Could Soar Even Higher
Sandisk and Western Digital are outpacing NVIDIA as AI demand boosts memory and storage growth. See what's fueling their momentum.
NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment' Has Already Happened for the Next $50 Trillion Trend
Huang traced the shift back to generative video work inside NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) labs.
Michael Burry doubles down on his $186 million bet against Nvidia stock
On Friday, July 25, the legendary ‘Big Short' trader Michael Burry disclosed he has increased his bet against the semiconductor giant Nvidia (NASDAQ: NVDA) while the stock was changing hands at roughly $210.28.
