My cost basis on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keeps climbing, and I keep adding anyway.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang's signature black leather jacket is heading to auction at Sotheby's, offering collectors a chance to bid on a piece closely associated with his public image during the company's rise in the artificial intelligence sector. Sotheby's will begin accepting bids on July 7 for the Tom Ford jacket, which is signed by Huang and was worn by him at a tech conference in Taipei, according to the auction house.
Nvidia remains deeply entrenched in the AI ecosystem, with its moat sustained by hardware-software co-design and aggressive ecosystem seeding. Despite intensifying competition and custom chip programs by hyperscalers, NVDA's market share in AI inferencing has strengthened, defying bearish media narratives. NVDA trades at just under 20x forward earnings, only slightly above the semiconductor sector average, reflecting steep market skepticism about its growth durability.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.
Nvidia enters the second half of 2026 facing growing pressure to defend both its market leadership and investor confidence. While the company remains the world's largest by market capitalisation, its stock has lagged several semiconductor peers this year as investors broaden their focus across the artificial intelligence (AI) supply chain.
Sandisk is benefiting from a huge memory chip shortage. Nvidia could make a monster comeback in the second half of 2026.
The first major humanoid robotics company just went public.
Nvidia (NVDA) shares edged lower on Thursday, extending a recent pullback. The stock started the day in the green and even went on to reclaim the $200 mark, but fell shortly after.
Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) 24/7 Wall St.
The AI infrastructure race has entered a new phase.
Blue Whale Growth Fund manager exited software stocks before many others did.