NVDA - NVIDIA Corporation
Nvidia stock (NASDAQ: NVDA) is lagging the semiconductor rally despite another blockbuster quarter from the world's most important AI chipmaker. The paradox is hard to ignore because Nvidia just reported 85% revenue growth, guided for about $91 billion in revenue next quarter and chief executive Jensen Huang described the AI buildout as “the largest infrastructure expansion in human history.
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center itself, according to an Nvidia executive in a press release.
A newer member of Congress may be the next to be closely monitored for their trading activity after recently selling off multiple Magnificent Seven stocks.
IonQ is the leader in accurate quantum computing. D-Wave already has a viable quantum computing product available for use.
Nvidia Corporation's acquisitions are small, strategically focused on enhancing its AI hardware/software stack, while investments target both upstream suppliers and downstream customers to strengthen its ecosystem. Minority investments in rapidly growing neoclouds like CoreWeave and Nebius directly boost NVDA's chip demand and improve its competitive positioning against hyperscalers. Nvidia's investment gains are positive but not material to valuation; the strategic intent is ecosystem expansion, supporting long-term demand for its AI solutions.
Nvidia shares have underperformed the VanEck Semiconductor ETF (SMH) in 2026, with the chipmaker up 12% compared to the fund's nearly 85% surge. The chip stock has largely sat on the sidelines as Wall Street turns its focus on memory chips and infrastructure in the next steps of the artificial intelligence buildout.
David Tepper added to his position in the iShares MSCI South Korea ETF (NYSEARCA:EWY) during the first quarter of 2026, building on a stake he first established in the fourth quarter of 2025.
Nvidia's 85% revenue growth and 147% operating income growth vastly outpaces its valuation of just 23.5x forward P/E. Nvidia's $95 billion in supply chain obligations over three quarters implies at least $285 billion in revenue. This is further validated by hyperscaler capex guidance of $710 billion-$725 billion. Depreciation concerns are overblown: Conservative payback analysis shows H200 GPUs recover their $30,000 cost in 2.3 years; the remaining 1.7 years are pure profit for asset owners.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $208 looks mispriced relative to its growth.
The Roundhill Magnificent Seven ETF is down about 9% from its record high in mid May.
Nvidia NVDA shares traded lower on Monday, falling 0.75% to $209.11 in trading as investors weighed developments in US-Iran peace talks. The move followed a 3% gain on Thursday.
As tech giants hunt for massive amounts of clean electricity, PNNL, Nvidia and Fervo Energy are partnering to develop a new public tool that aims to eliminate the guesswork of drilling into the Earth's molten depths.
Nvidia has largely had the data center GPU market to itself, but the competition is ramping up. Alphabet and Amazon have each taken recent steps to steal market share from the leader.
CNBC's Emily Wilkins reported last week that House lawmakers have introduced legislation that would prohibit members of Congress, their spouses, and dependent children from placing wagers in prediction markets on political, policy, or election outcomes. "House lawmakers are just dropping a brand new bill that would ban lawmakers from making any bets in prediction markets... A New Bill Would Ban Lawmakers From Betting on Politics and Elections in Prediction Markets
Humanoid robots may grab the headlines, but they represent just one small piece of a much larger opportunity in the physical AI ecosystem. Autonomous robots, drones, collaborative robots (cobots), and electric vertical takeoff and landing (eVTOL) vehicles are rapidly transitioning from conceptual hype to scaled industrial and defense deployments.
Mark Gibbens expects a 2.5% to 3% increase in economic data like GDP before the year's end, pointing to easing geopolitical tensions and the AI trade offering a lift for the U.S. Sticking with AI, he likes AMD Inc. (AMD) and sees it holding a strong edge in the chipmaking space even as Nvidia (NVDA) maintains leadership. He also expects Credo Technology (CRDO) to gain traction as the company gets an outperform rating from Evercore ISI.
Shares of Super Micro Computer are surging Monday morning as investors cheer new details about the company's relationship with artificial-intelligence giant Nvidia.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.
Microsoft is delivering strong AI results, but the stock has slumped in 2026. Meta Platforms looks like an absolute bargain.
Space Exploration Technologies Corp. (NASDAQ:SPCX) raised $85 billion in its blockbuster initial public offering earlier this month. While much of Wall Street's attention has focused on the company's valuation, a different question may matter just as much for investors: Where will all that money go?