NVIDIA Corporation (NVDA)
Nvidia stock falls: why can't it benefit from increased AI capex
Nvidia (NVDA) shares fell in trading on Thursday even after Alphabet raised its capital expenditure guidance for 2026, as investors appeared to rotate toward memory and semiconductor specialists instead of the largest technology stocks. Nvidia stock declined 2.18% in trading, snapping a 3-day winning streak, while Micron Technology and SK Hynix rose 2.5% and 2.8%, respectively.
Nvidia (NVDA) Recently Broke Out Above the 50-Day Moving Average
After reaching an important support level, Nvidia (NVDA) could be a good stock pick from a technical perspective. NVDA surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
Moonshot AI accessed Nvidia's chips despite Chinese export ban, White House official says
A White House official has accused Chinese AI company Moonshot, which released the Kimi K3 model last week, of accessing Nvidia's advanced chips. Nvidia's most advanced AI chips are under export controls, but there have previously been reports of Chinese companies accessing them overseas.
NVIDIA is Acquiring ‘Dark Fiber' Across the United States. Here's Why That's a Big Deal.
NVIDIA trades at a trailing P/E of 31.7, with ROE of 101.5% and a 60.4% operating margin as of FY2026.
The Ultimate Bull Run for NVIDIA, Micron, and SanDisk Could Begin Soon
Famed technology investor Gavin Baker just made the case that cheaper AI models could be the biggest gift possible to the picks-and-shovels crowd.
2 AI Infrastructure Stocks That Could Outperform NVIDIA
Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.
Nvidia highlights Vera CPU strategy as AI infrastructure debate evolves
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be measured. In a note to clients, the bank wrote that the emerging competition centers on two different approaches to agentic AI.
Jim Cramer says Nvidia stock ‘is on fire'
Jim Cramer has said that the stock for the largest company globally by market capitalization, Nvidia Corp. (NASDAQ: NVDA), ‘is on fire'.
Why Nvidia stock is surging over 3% today
Nvidia (NVDA) shares rose over 3% on Wednesday as investors looked ahead to Alphabet's quarterly earnings for fresh insight into artificial intelligence spending, a key driver of demand for the chipmaker's processors. The gains followed a 2% rally on Tuesday that lifted the broader semiconductor sector.
Nvidia's Brilliant ‘Freemium' Software Hook is Why I'm Loading Up for The Long Term
I keep buying NVIDIA, and the reason has almost nothing to do with the chips. It's the software giveaway underneath them.
Can NVIDIA's Sovereign AI Push Unlock New Revenue Streams Now?
NVDA's sovereign AI push targets governments building domestic infrastructure, opening long-term revenue opportunities beyond cloud customers.
NVIDIA vs. AMD: Which AI Chip Stock Is the Better Buy Now?
NVIDIA's faster growth, stronger cash flow and lower valuation give it the edge over Advanced Micro Devices despite its rival's surging AI momentum.
