Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside
Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.
Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.
Nvidia's been a hot stock to own this year as demand for its chips remains through the roof. CEO Jensen Huang expects growth to remain robust next year, with demand coming from seemingly every market.
Jim Cramer has spent years making a distinction between stocks meant to be traded around short-term swings and companies he believes investors should simply own through them. Apple was one of the names that helped shape that philosophy.
Nvidia has been one of the biggest winners in the generative AI race. Management remains hugely optimistic about its outlook.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has publicly welcomed a potential $8 billion personal tax bill from California's proposed one-time billionaire wealth tax.
Meta's Muse became the No. 1 free iPhone app in the United States within 10 days, providing an early consumer-scale example of how AI agents can increase demand for cloud CPUs as well as GPUs.
A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.
Does Nvidia (NVDA) have what it takes to be a top stock pick for momentum investors? Let's find out.
Nvidia CEO Jensen Huang called AI doomsday predictions "irresponsible" and not grounded in science, urging existing laws over new AI regulation.
An Nvidia (NASDAQ:NVDA) earnings miss has become almost unthinkable after 15 straight quarters of beating estimates. Quarter after quarter, the AI chip giant has trained Wall Street to expect another blowout.
Arm's energy-efficient architecture powers 99% of global smartphones and is expanding into data centers. NVIDIA dominates the AI hardware market with massive revenue growth and exceptional net margins.
AI infrastructure capex is projected to reach $3–$4 trillion annually by 2030, underpinning Nvidia Corporation's long-term demand outlook. Key NVDA drivers include the end of Moore's law and the rise of agentic and physical AI. AI names are such a big part of indices that simply avoiding them still leaves investors exposed to AI downsides without the upside.
In the debut episode of Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi dives into Nvidia (NVDA) CEO Jensen Huang's pushback against claims that artificial intelligence could lead to human extinction by 2030.
The average of price targets set by Wall Street analysts indicates a potential upside of 46.6% in Nvidia (NVDA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
U.S.-China trade talks could ease tariff pressures, putting semiconductor, technology, retail and auto ETFs in focus as investors assess the potential impact on China-exposed companies.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
NVIDIA and Eli Lilly both shattered expectations this quarter, but picking the better stock for the next decade means choosing between two very different growth machines at very different levels of risk.
Nvidia's chips remain in high demand as hyperscalers accelerate their artificial intelligence infrastructure build-outs. While IonQ is growing faster now, it is highly unprofitable and trades at an unsustainable valuation.
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth quarter, tied to higher wafer costs at its
Nvidia supplies some of the best data center chips for processing artificial intelligence (AI) workloads, and demand is outstripping supply. Last week, CEO Jensen Huang told an audience in Scotland that Nvidia's chip sales could double next year.