Nvidia stock has had a good run but not nearly as good as AMD and Intel. Oppenheimer's Rick Schafer thinks the tables will turn.
The Department of Defense has widely used Nvidia's artificial intelligence (AI) accelerators. Microsoft is one of the few authorized cloud providers under the Joint Warfighting Cloud Capability.
Cigna Investments Inc. New trimmed its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 1.2% during the undefined quarter, according to the company in its most recent 13F filing with the SEC
Apple and Tesla aren't as attractive as the others. Amazon, Microsoft, and Alphabet are benefitting from booming cloud growth.
Chatterton and Associates Inc. bought a new position in shares of NVIDIA Corporation (NASDAQ: NVDA) in the fourth quarter, according to the company in its most recent filing with the Securities and Ex
The global addressable market for AI may top $15 trillion by 2030, with graphics processing unit (GPU) titan Nvidia heralding the charge. Although Advanced Micro Devices, Broadcom, and Alphabet are fo
Arta Finance Wealth Management LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ: NVDA) during the fourth quarter, according to the company in its most recent disclosure with the Securi
European chip startups increasingly eye large funding rounds as they look to scale amid the AI boom. Dutch company Euclyd, backed by the former CEO of chipmaking equipment giant ASML, told CNBC it is
Capturing its massive size, the semiconductor giant hauled in roughly $216 billion in revenue in fiscal 2026. A transition toward generative software agents could sustain long-term enterprise demand.

Nvidia: I'm Finally Convinced (Rating Upgrade)

07:16pm, Thursday, 16'th Apr 2026
Nvidia Corporation's rapid execution in a few years has finally convinced me. NVDA's GPU sales to hyperscalers, with an estimated $1T in orders through 2027, underpin a robust growth trajectory. At a
• NVIDIA stock is trading at elevated levels. What's the outlook for NVDA shares?
TSMC reported record profit for the first quarter of this year. The company manufactures chips for Nvidia and other leading chip designers.
Broadcom's AI-driven surge and Micron's memory boom outpace NVIDIA, with soaring revenues, margins, and bullish targets signaling more upside ahead.
"AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI infrastructure when highlighting her case for "uneven" but "strate
Nvidia's graphic processing units (GPUs) are the key to driving the expansion of artificial intelligence. Revenue exceeded $200 billion in 2025 and is expected to grow still further over the next two
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