Nvidia has generated record annual revenue thanks to the popularity of its AI chips. These chips, powering key AI tasks, are an integral part of data centers.
“A bubble ends when the liquidity dries up,” it doesn't end due to valuation, Jim Thorne argues. He thinks that companies are motivated to spend on capex, and the U.S. is motivated to spend on power to beat China.
Here's why Lumentum, Credo and eight other stocks are at the center of this ‘least understood' part of the AI boom.
A viral moment of Nvidia's Jensen Huang having chimaek (fried chicken and beer) in South Korea may have made investors hungry as well. Huang sent Korean fried chicken stocks soaring after his outing with Samsung's Jay Y Lee and Hyundai's Chung Euisun.
Nvidia Corporation has surpassed a $5T market cap, outpacing initial growth projections and solidifying its position as the AI market MVP. High GPU growth is expected at the current pace, evidenced by the AI capex spendings and nuclear energy boom. NVDA's PEG ratio shows a significant discount compared to both the sector median and its 5-year average, unlike MSFT, which trades at a premium.
Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company's Blackwell lineup to customers in China, though he has no current plans to do so. Here are some highlights from his appearance at the APEC CEO Summit.
US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping during their meeting in South Korea. Trump says Xi will speak to Nvidia directly about taking chips.
It's well known that rabid investment in artificial intelligence (AI) has led to great performance for many tech stocks in 2025. Chip leaders like NVIDIA NASDAQ: NVDA, Broadcom NASDAQ: AVGO, and Advanced Micro Devices NASDAQ: AMD have been among the most notable beneficiaries.
Nvidia Corporation remains a Strong Buy, as its valuation growth is firmly supported by robust fundamentals and a secure growth trajectory through 2026. Nvidia's product roadmap is accelerating, with Blackwell Ultra and Rubin platforms driving innovation and annual performance improvements, ensuring continued market leadership for NVDA. NVDA estimates a $3-4 trillion total addressable market by 2030, fueled by AI infrastructure demand and strategic partnerships with industry leaders that cement Nvidia's role in physical AI.
If any technology firm could be described as a darling of the financial markets, it would be NVIDIA (NASDAQ:NVDA).
Jensen Huang thinks AI is now useful to people and companies , and it's profitable and so corporates will want to invest more.
Nvidia makes history as first company to reach $5 trillion market valuation, driven by chipmaker's dominance in the artificial intelligence revolution.