NVDA
NVDA
$229.27
+$4.20 (+1.87%)
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Price History (Last 30 Days)
Latest News & Updates
Broadcom is emerging as a major AI chip competitor through its custom silicon bu...
Broadcom is emerging as a major AI chip competitor through its custom silicon business, with AI revenue expected to reach $58 billion in fiscal 2026 and $230 billion by fiscal 2028. The company's custom ASICs reduce inference costs by 40-60% compared to GPUs, attracting major hyperscalers like Google, Meta, OpenAI, and Anthropic. Trading at a lower valuation multiple (19x forward earnings) than Nvidia (25x) and AMD (39x), Broadcom offers an attractive growth-and-value investment opportunity in the AI semiconductor space.
The article compares Broadcom and Marvell Technology as AI semiconductor investm...
The article compares Broadcom and Marvell Technology as AI semiconductor investments. Broadcom, a diversified titan with $63.9B in revenue and strong partnerships with major tech companies, is recommended as the better buy due to locked-in multi-year AI revenue commitments providing visibility. Marvell, growing faster at 42.1% revenue growth but with higher valuation multiples and customer concentration risk, is also positioned well but lacks Broadcom's forward revenue certainty.
Nvidia announced a $150 billion share buyback program, bringing total authorizat...
Nvidia announced a $150 billion share buyback program, bringing total authorization to $235 billion through fiscal 2028. The massive repurchase reflects management's confidence in sustained AI-driven growth and the company's robust cash generation. With strong earnings growth, shrinking share count, and attractive valuation, analysts view Nvidia as a compelling long-term investment in the AI infrastructure space.
The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buy...
The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buyback expansion. Market weakness was driven by Trump rejecting Iran's peace proposal, causing oil prices to spike and Treasury yields to rise to their highest level since 2002. Most semiconductor stocks declined sharply, with only Nvidia gaining ground as energy was the only sector posting real gains.
Social Security's 2027 cost-of-living adjustment (COLA) is projected at 3.5%, ty...
Social Security's 2027 cost-of-living adjustment (COLA) is projected at 3.5%, tying for the sixth-largest raise in 35 years. Three factors are driving this increase: President Trump's tariff and trade policies, the ongoing Iran war causing energy price spikes, and the AI infrastructure build-out creating supply shortages and higher consumer prices.
51AIpower, an AI infrastructure participation platform, aims to democratize acce...
51AIpower, an AI infrastructure participation platform, aims to democratize access to AI infrastructure by allowing everyday users to support electricity and computing resources needed for AI token production through Infrastructure Participation Plans, without requiring technical expertise or expensive GPU purchases. The article highlights how electricity is becoming a critical input in AI production as data center energy consumption grows rapidly, with AI-focused facilities seeing 50% growth in 2025.
Intel's stock has surged over 40% in September and is up 250% in 2026, but the r...
Intel's stock has surged over 40% in September and is up 250% in 2026, but the rally appears disconnected from business fundamentals. The stock now trades at 84x current earnings and 62x 2027 estimates—far above industry peers—suggesting a significant valuation correction may be coming. Analysts recommend more reasonably priced alternatives like Taiwan Semiconductor or Nvidia.
The article examines the AI safety debate between industry leaders, with Anthrop...
The article examines the AI safety debate between industry leaders, with Anthropic CEO calling for slower AI development while others like Elon Musk and Jensen Huang oppose new regulations. The debate centers on whether guardrails will help establish market stability or prematurely anoint winners. Key concerns include IPO delays at OpenAI and Anthropic, and uncertainty about how regulation will impact the broader AI market and investor confidence.
The S&P 500 has become heavily concentrated in large-cap tech stocks, with the t...
The S&P 500 has become heavily concentrated in large-cap tech stocks, with the top 10 holdings accounting for nearly 38% of the index. This concentration poses downside risk if tech stocks decline. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all S&P 500 companies equally, reducing tech sector exposure from 37.9% to 14.7% and providing better downside protection, though with lower upside potential.
IonQ announced a breakthrough in quantum error correction with its first end-to-...
IonQ announced a breakthrough in quantum error correction with its first end-to-end, real-time quantum error-correction decoder running on a standard CPU. The stock rose 11% following the announcement and a partnership with Nvidia's Accelerated Quantum Research Center. However, the company remains unprofitable with a rich valuation, and the decoder was only validated on simulated data. The stock has fallen 40% over the past year, making it a high-risk, speculative investment suitable only for long-term investors.
