#Nvidia Stock

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

NVDA is no longer just an AI chip supplier. Nvidia is becoming the capital allocator, capacity broker, and infrastructure architect behind the AI buildout.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

Dell stock is riding a $43B AI server backlog, but rising receivables, financing exposure and component costs raise a sharper risk.

The S&P 500’s 28-session rally was powerful but narrow, with 10 AI-linked stocks driving nearly 70% of gains. Can it last?

Nvidia stock is powered by AI demand, but GPU-backed debt, CoreWeave financing and Rubin upgrades create a sharper 2026 risk.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.

Google unveils TPU 8t and TPU 8i with 2.8x price-performance and OpenAI as a new customer. What it means for GOOGL at $332.29 and NVDA at $199.88.

Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.

Apple closed Friday at $270.23, just shy of $4 trillion. The math, the bull case, the bear case, and what this week's tape could do to the setup.

NVDA at $201, TSLA at $400. NVIDIA's 73% data center quarter vs Tesla's Q1 delivery miss, plus a 1-year backtest that beat XLK by 22 points.

NVDA at $201.68, up 8.1% YTD. Oil crash + 10-year at 4.26% set up 9-13% multiple expansion into May 20 earnings.

AMD at $245 vs Nvidia at $188. Compare market caps, margins, AI data center revenue, and growth trajectories to decide which chip stock wins.

Barclays upgraded Marvell to Overweight with a $150 target; MRVL prints all-time high $129.84 as AI optical thesis and Nvidia $2B anchor deal reshape the story.

Iran's IRGC named 18 tech companies as military targets including Apple, Google, NVIDIA, and Tesla. Analysis of data center strikes, Stargate threat,…

AMD's $60 billion Meta deal for 6GW of custom MI450 GPUs reshapes the AI chip market. Analyst targets, warrant dilution risk, and what it means for…

Nvidia executives have sold $3.3 billion in NVDA stock. What insider selling means for Nvidia investors right now.

Nvidia paid $20B to license Groq LPU inference tech and hire its team. Full breakdown of the deal structure, Groq 3 chip specs, Senate antitrust…

The best AI stocks for 2026, ranked across chips, cloud and software. See each company's AI moat, the real risks, and how to build a balanced AI portfolio.