Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

Samsung reportedly declined an offer from NVIDIA's Jensen Huang that would have netted the company billions of dollars and ...

Nvidia's profits will grow for years to come. Factoring this growth into Nvidia's forward price-to-earnings multiple makes ...

AI advancements like Grok 4 highlight Nvidia being the overwhelming leader in supplying the picks and shovels for the GPU ...

David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has ...

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

SK Hynix reported a record quarterly profit driven by strong AI chip demand and customer stockpiling amid potential U.S.

A trio of industry leaders with well-defined catalysts and competitive advantages can surpass Wall Street's artificial ...

Nvidia is currently the clear leader in AI infrastructure. However, Alphabet may be a surprise contender to become its biggest competitor. The company started renting out its TPU chips earlier ...

Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development, even ...

Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...

Nvidia-rival Groq opens new European data center. Groq already operates data centers in the United States, Canada and Saudi Arabia A new wave of value and momentum stocks could be setting up for ...