#Nvidia
43 articles with this tag
Nvidia’s Aqui‑Hire of Groq Talent Narrows Rivalry and Signals Move Into Non‑GPU Inference Chips
Nvidia reportedly 'aqui‑hired' Groq personnel, reducing a potential competitor and signaling a strategic push into non‑GPU AI inference chips — a notable shakeup in AI hardware.
Wall Street Bullish on NVIDIA as AI Demand Fuels Optimism
Wall Street's consensus remains bullish on NVIDIA (NVDA) as investor optimism around AI-driven GPUs, robust data-center sales and analyst upgrades lift outlook for growth and shares.
Two AI Stocks Poised to Outperform in the Next Bull Market
NVIDIA and Alphabet could lead the next AI-driven bull market. This piece reviews their growth catalysts, competitive moats, valuation considerations, and potential risks.
Nvidia's 2026 Outlook Brightens as AI Demand Fuels Investor Optimism
Investors welcomed a brighter 2026 outlook for Nvidia as rising AI GPU demand, data-center growth and partnerships boost expectations for sustained revenue and market-share gains.
Nvidia Heads Trio Added to IBD 50 and Stock Spotlight Lists
Nvidia and two other top-rated names were added to IBD’s IBD 50 and Stock Spotlight lists, reflecting improved ratings and renewed momentum among select growth stocks.
Analyst: Groq-Nvidia 'Non-exclusive' Deal Preserves Illusion of Competition
Analyst: Groq's 'non-exclusive' licensing deal with Nvidia mirrors major AI agreements and seems aimed at preserving the appearance of competition while Nvidia retains dominance.
Nvidia Rises on AI Chip Partnership News — Is It a Buy Now?
Nvidia edged above its 50-day moving average after news of an AI chip partnership. We examine technical signals, potential catalysts and valuation risks for investors.
Nvidia Rises on AI-Chip Partnership — Is It a Buy Now?
Nvidia shares rose after news of an AI chip partnership. We evaluate the market response, growth drivers, valuation and whether investors should consider buying amid rising AI demand.
Why Nvidia Should Embrace Groq to Counter Google's TPUs
Nvidia risks ceding efficiency and latency advantages to Google's TPUs unless it integrates or partners with Groq's deterministic, low-latency accelerator design. Strategic options analyzed.
Why I Bought Nvidia Stock: Exposure to AI, GPUs and Data-Center Growth
Bought Nvidia shares for exposure to AI-driven GPU demand, accelerating data-center revenue, and durable competitive advantages—I'll hold for long-term growth despite valuation risks.
Nvidia's Deal With Groq Seen as Strategic in Custom AI Chip Shift
Analysts call Nvidia's licensing agreement with Groq and selective hiring of its staff a strategic pivot, positioning Nvidia to counter the growing trend of custom AI accelerators.
Why Nvidia's Deal With Groq Is Seen as Strategic Amid Custom AI Chip Surge
Analysts call Nvidia's deal with Groq strategic as custom AI chips rise, reshaping data-center supply chains and giving enterprises more tailored accelerator choices.
Stocks Rally to Records as Nvidia, Alphabet and GDP Lift Markets
In a holiday-shortened week U.S. equities hit fresh highs as Nvidia and Alphabet outperformed and upbeat GDP figures lifted investor sentiment, though analysts urge cautious optimism ahead.
Markets Reach Record Highs on Nvidia, Google Gains and Strong GDP Data
Stocks hit fresh records as Nvidia and Google led tech gains and stronger GDP data lifted investor sentiment, fueling a market rally focused on growth and AI momentum.
What Nvidia Investors Should Watch for in 2026
Wall Street says Nvidia’s fate in 2026 will depend on OpenAI’s next GPT model and hyperscale data center demand — signals that will reveal the chipmaker’s competitive edge.
Nvidia Rally Signals Renewed Tech Leadership and S&P 500 Momentum
Nvidia's recent surge is reigniting tech leadership. Strategist Mark Newton says the chipmaker's momentum could lift the S&P 500 and reshape market breadth.
Nvidia’s Opt‑In Telemetry Could Reveal Where Its GPUs Operate
Nvidia's opt-in software may disclose where its GPUs are running, a development that dovetails with U.S. efforts to track restricted chips and enforce export controls.
Can Nvidia Dominate Markets Again in 2026? What Investors Should Watch
Nvidia's 2026 outlook hinges on AI demand, datacenter growth, valuation and macro risks. Investors should follow revenue mix, margins, guidance and competitive pressure.
Why Nvidia’s Tech Lead Makes Its Stock a Compelling Buy
Nvidia’s leading GPUs and software ecosystem power AI and data-center demand, creating a strong buy case—tempered by high valuation and competition investors should consider.
BofA: Nvidia's valuation near historic lows — potential multiple expansion a bullish sign
BofA warns Nvidia's current valuation multiple is near historic lows, indicating room for multiple expansion if AI demand and earnings stay strong - a bullish signal for shareholders.