Arya's clearest data point on the demand side came on hyperscaler spending.
Chinese artificial intelligence startup DeepSeek is developing its own semiconductor for AI computing, according to a Reuters report, as the company looks to reduce its dependence on external chip sup

Palantir And Nvidia Deal Could Be Huge

12:12pm, Tuesday, 07'th Jul 2026
Palantir Technologies Inc. secures a transformative AI partnership with Nvidia for the U.S. government, creating an unparalleled competitive moat. PLTR's unique integration of government trust and Nvi
Nvidia is worth about $4.7 trillion, just below the $5 trillion mark it first crossed last October. The stock needs to gain only about 5.5% from Monday's close to get there.
Nvidia (NVDA) could face increasing pressure to maintain its rapid growth trajectory as the chipmaker enters a new phase where investor expectations remain exce
Nscale, a U.K. artificial intelligence startup backed by Nvidia (NVDA), has secured a $900 million revolving credit facility to strengthen its balance sheet and
Nvidia (NVDA) and Advanced Micro Devices (AMD) could face increasing competition in China as businesses plan to allocate a larger share of their artificial inte
Nvidia stock (NVDA) fell on Tuesday after a report that Chinese artificial intelligence startup DeepSeek is developing its own inference chip added to investor concerns that major AI customers are inc

Nvidia: The Outlier In AI Remains A Buy

11:37am, Tuesday, 07'th Jul 2026
Nvidia Corporation is evolving beyond GPUs, building a diversified AI ecosystem spanning chips, platforms, and software/services. NVDA's expanding product suite increases TAM, raises switching costs,
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and after the June pullback I hit it again.
YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) monetizes NVIDIA‘s (NASDAQ:NVDA | NVDA Price Prediction) volatility through a

Can Micron Technology Become the New Nvidia?

09:30am, Tuesday, 07'th Jul 2026
Micron has the potential to rapidly expand its market capitalization.
Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) call comes at a moment when the stock has cooled off but the underlying business is still accelerating.
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Amazon didn't make the cut. Grab the names FREE today. SK Hynix U.S. Debut 11 minutes ago Live SK Hyni
For three weeks in June 2026, the most-talked-about AI company in the world went dark. Then it came back, and a panel of tech veterans started arguing about whether the Trump administration had accide
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