10:45am ET
Investing
Should Apple Be Worth More Than Nvidia? Yes
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals…
Companies
/Technology
NVIDIA Corp
$222.27
▲ $2.93 (+1.34%) today
Markets closed · 3:23am ET
NVDA Coverage
Page 41
10:21am ET
Investing
Live Nasdaq Composite: Markets Rise as Oil Prices Fall But Chip Stocks Drop on China’s Competitive Threat
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
10:20am ET
Investing
Broadcom’s The Perfect Buy as Capex Fears Materialize
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
10:06am ET
Investing
Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the…
AJ Tiarsmith 9:51am ET
Investing
Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how…
AJ Tiarsmith 9:44am ET
Investing
Will NVIDIA or Apple Be the Largest Company By Year’s End? — Here’s the Name I’m Putting My Chips On
Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks…
7:20am ET
Investing
Nvidia’s Rumored $600 Billion OpenAI Deal Could Reignite Its Biggest AI Controversy
Nvidia may be quietly transforming from a chip supplier into the financier of AI's most ambitious infrastructure bets, and critics say that shift raises uncomfortable questions about whether surging GPU demand is…
Rich Duprey 11:52am ET
Investing
Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift
DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund actually delivers reliable income or just rides mega-cap momentum with a monthly…
4:29pm ET
Investing
Like It or Not, Apple Built a Perfect Mousetrap, So I Keep on Buying
Apple has built something most companies only dream about: a product ecosystem so sticky that billions of users choose to pay more rather than walk away. Here is why one investor keeps…
4:16pm ET
Investing
The Most Basic Economics Lesson Is Why I Won’t Stop Buying Nvidia This Earnings Season
Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle…
2:15pm ET
ETF
The Anti-Nvidia ETF: Why Contrarians Are Buying the Stocks Nobody Wants
Most index funds quietly reward whatever the market already loves, pouring more money into winners just because they won. One ETF is built on the opposite logic, and its recent returns suggest…
1:12pm ET
Investing
Amazon’s Quietest Business is Why I Keep Buying Hand Over Fist
Inside AWS sits a chip operation that rivals the biggest names in semiconductors, and almost nobody on Wall Street is pricing it in. Here is why one investor keeps loading up on…
1:06pm ET
Investing
AMD Has an Agentic AI Advantage Over Nvidia That Keeps Me Buying Again and Again
Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the…
1:05pm ET
Investing
Nvidia is Winning AI Capex Wars So I Continue Loading Up
Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after…
12:29pm ET
Investing
I Won’t Stop Buying Broadcom Until It Reaches This Point
Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.