Fulcrum Equity Management grew its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 65.8% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission.
Arlington Capital Management Inc. lifted its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 65.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund
Argent Capital Management LLC decreased its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 2.2% in the undefined quarter, according to the company in its most recent disclosure with the Se
At GTC 2026, Nvidia announced plans to return a record amount of cash to shareholders. Nvidia is generating more cash flow than it needs to reinvest in the business.
Amazon could facilitate many of the AI systems that displace jobs in the future. Nvidia believes that its technology is igniting "the next industrial revolution in knowledge work.
Demand for Nvidia's powerful processors continues to grow. A $10 trillion market cap is in reach if AI demand persists for a couple more years.
Nvidia remains attractive, with a robust economic moat, dominant data center GPU share, and exceptional financial flexibility. My DCF model implies a fair value around $226.6, offering ~29% potential
Nvidia is the largest public company in the world, yet it still trades at an affordable valuation given its earnings growth. Meta Platforms has used AI to drive growth in impressions and conversions w
Nvidia stock soared over the past few years thanks to its strengths in AI. Following recent declines in its stock price, Nvidia is considerably cheaper than it was just a few months ago.
The market is skeptical about artificial intelligence (AI) spending. Nvidia told investors to expct $1 trillion in combined system sales through 2027.
Oil and natural gas are rising amid the geopolitical conflict unfolding in the Middle East. Energy is vital to the world economy, and higher prices could cause major disruptions, even to AI.
The $1 trillion guidance is twice what Nvidia expects in sales for 2025 and 2026. Nvidia said that sales will be driven by its Grace Blackwell and Vera Rubin platforms.
AI agents are bringing the power of AI into the real world. Companies that help others deploy agents, as well as those that use agents, should benefit.

AI picks 2 tech stocks to buy in Q2 2026

10:19am, Sunday, 22'nd Mar 2026
The technology sector remains a focal point for investors seeking growth, even as the broader stock market experiences volatility.
AI demand is structural, not fleeting; hyperscaler capex and falling compute costs support sustained NVDA growth through cycles. Cyclical fears likely reflect digestion phases, not collapse; expanding
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