Nvidia GTC conference kicks off, markets still shaken by Mideast fears, and more
Nvidia CEO Jensen Huang is set to detail the company's hardware and software plans to a large crowd in San Jose, California, at the company's annual developer conference on Monday.
Nvidia stock has traded sideways over the last six months due to concerns about the sustainability of AI spending and competition. CEO Jensen Huang says data center spending could triple or quadruple by 2030 due to demand for agentic AI and physical AI.
While much of the market's attention has been focused on Nvidia (NVDA 1.56%) and other big tech companies, there are some below-the-radar artificial intelligence (AI) stocks that could be excellent opportunities right now. In this video, I discuss two in particular that have posted tremendous results recently and could be big winners of the AI age.
Elon Musk wants SpaceX admitted early to the Nasdaq and S&P. There's a reason for that.
Nvidia's data center business continues to boom amid accelerating infrastructure investments from AI hyperscalers. Nvidia has a number of new catalysts that are yet to move the needle for the company.
Nvidia's launch of its Rubin AI chips should provide a solid catalyst later this year. The company's leadership in sovereign AI is another key tailwind.
Investors have become cautious about some AI stocks. One AI stock not to worry about is Nvidia.
There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and what it is showing is striking. "We track GPU availability at 314 Research as something that's proprietary to us. We've had people in... Nvidia GPU availability near zero, AI compute demand off the charts.
Nvidia 's ( NASDAQ:NVDA | NVDA Price Prediction ) AI chips remain the hottest commodity in tech, with hyperscalers and enterprises scrambling for every Blackwell and Hopper GPU available.
Nvidia's GPUs continue to enjoy strong demand, leading to record fiscal fourth-quarter revenue of $68.1 billion. The company has expanded into artificial intelligence (AI) networking, with this area seeing 263% year-over-year sales growth in Q4 for fiscal year 2026.
The Super Bowl for Nvidia fans is just around the corner. But analysts aren't so sure that the event will be able to breathe new life into Nvidia's stock.