Same $10,000, same five years, same AI chip race: NVIDIA turned it into $107,369 versus $59,864 in AMD
As seen on the 24/7 Wall St. homepage on September 21, 2026.
As seen on the 24/7 Wall St. homepage on September 21, 2026.
Nvidia is pushing deeper into the optics layer where Broadcom and Marvell make their money, teaming with Cisco on a module that packs 4x the bandwidth density of today's 200Gb/s-per-lane parts and reaches 12.8Tb/s per connection. TE Connectivity and Amphenol are already signed on to build the cages and connectors, and the two plan an open multi-source spec, which is how a vendor design becomes the industry default.
Nvidia owns the board today with 167 comments and the only clearly bullish mood, while Meta, Nike and Oracle all lean bearish and Microsoft splits the room. Memory names are heating up with Micron, and traders are souring fast on the broad S&P 500 fund.
A criminal conviction tied to Super Micro's supply chain lands while the company is still repairing internal control weaknesses, and it hands export-control hawks a live example of Nvidia silicon reaching China.
JUST IN: Super Micro contractor pleads guilty to diverting "AI servers" with Nvidia chips to China
The spend buys position: NVIDIA is a leading industry partner in the federal Genesis Mission and a collaborator on phase 2 awards in quantum computing, fusion, accelerator design and microelectronics. That follows its work building the Energy Department's largest research supercomputer at Argonne plus seven more systems across Argonne and Los Alamos, locking in government demand for years.
▼MUsouring fast
Adobe owns the room today with 579 comments, and the mood is bearish as retail traders argue AI tools are coming for its software moat. Micron is souring fast, while Nvidia stays the lone bullish name on the board.
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Kindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
AI chips own the board again: 301 comments on AMD lead the day, with Nvidia heating up fast right behind it. Index traders are bullish on individual chipmakers while souring fast on the Nasdaq tracker.
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
NVIDIA just set a fresh 52-week high at $238.90, putting the world's largest company back in price discovery.