Nvidia stock rebounds to $212.95 as strong earnings, Amazon's processor order and a $300 Needham target support the chipmaker's recovery outlook this week.

Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.

AI safety fears are mounting as leading developers consider slowing model advances. A prolonged AI spending slowdown could threaten Nvidia’s explosive growth and challenge its valuation.

Nvidia considers investing up to $10 billion in Anthropic as AI spending concerns grow, while NVDA stock holds above key technical support levels

Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.

VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform,

Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD) hold a near-duopoly in discrete GPUs. Nvidia controlled 90% of the discrete GPU market in the second quarter of 2026, according to Jon Peddie Research, while AMD held an 8% share. Nvidia clearly dominates the market, but AMD's focus on cheaper chips has kept it in the race for the past two decades.

A $1,000 investment in Nvidia stock five years ago is now worth more than $12,000. Here’s how the chipmaker built its AI dominance and why it still has room to grow.

Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.

Salesforce’s first CRM reasoning model for Agentforce is designed to handle complex, multi-step enterprise workflows and take actions across CRM applications.

CEO Jensen Huang just dropped an interesting update on the company's growth. He said he believes the chip giant can grow revenue by 70% next year, a forecast that would take annual sales from roughly $400 billion to about $680 billion.