NVIDIA Corporation (NVDA) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

IREN Is Flipping the Switch from Bitcoin to AI

12:46pm, Thursday, 28'th May 2026
As the artificial intelligence (AI) arms race hits a severe physical bottleneck, immediately available grid power has replaced raw silicon as the market's ultimate premium asset. The frantic demand fo
The Vanguard Value ETF (NYSEARCA:VTV | VTV Price Prediction) is up 11% year to date, a lead that only looks small next to the 9.4% return on the Vanguard Growth ETF (NYSEARCA:VUG) over the same stretc
Outgoing Apple CEO Tim Cook serves as chairman of the advisory board, members of which also include SpaceX boss Elon Musk, Meta chief Mark Zuckerberg, Microsoft's Satya Nadella and JPMorgan CEO Jamie
Shares of Nvidia were largely unchanged on Thursday, but the chipmaker continues facing questions from investors about whether it can maintain its dominance in artificial intelligence hardware as the
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direc
For years, exchange-traded funds were one of Wall Street's great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual fu

Nvidia CEO Hosts Dinner for Partners in Taiwan

11:13am, Thursday, 28'th May 2026
Jensen Huang, chief executive officer of Nvidia Corp., signs autographs as he arrives for a dinner event in Taipei, Taiwan. The event, dubbed "The Trillion Dollar Banquet," is a regular dinner hosted
Groq is raising up to $650 million from existing investors, Axios reported ​on Thursday, after the AI chip ‌startup signed a $17 billion licensing deal with Nvidia in December.
NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom.
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now.
One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026.

Is Nvidia the Next Apple?

10:03am, Thursday, 28'th May 2026
The GPU leader's stock has been trading sideways lately, despite the company delivering monster earnings results last week.
In July 2025, Nvidia (NASDAQ: NVDA) became the most valuable company in the world.
Everyone is piling into NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) after another blowout quarter that pushed revenue to $81.61 billion and the market cap past $5.14 trillion, and the AI hype machine
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