Workflow
Nvidia(NVDA)
icon
Search documents
Serve Robotics vs. NVIDIA: Which AI Robotics Stock Is a Better Buy?
ZACKS· 2026-02-19 14:56
Core Insights - The article discusses the contrasting investment opportunities in the AI-robotics sector, focusing on Serve Robotics Inc. (SERV) as a niche player in autonomous delivery and NVIDIA Corporation (NVDA) as a dominant AI infrastructure provider [1][2]. Group 1: Serve Robotics (SERV) - Serve Robotics is experiencing significant growth, having deployed over 1,000 robots, marking a transition from experimentation to operational execution [2]. - The company is expanding its partner ecosystem, supporting deliveries for thousands of restaurants and increasing its addressable market through partnerships with major delivery platforms [3]. - Serve Robotics is leveraging technology to build a proprietary urban data set that enhances its AI capabilities, with the acquisition of Vayu Robotics expected to accelerate data conversion into improved AI models [4]. - Despite operational progress, Serve Robotics is still in an investment phase, incurring substantial operating losses and facing execution risks that could delay financial improvements [5]. Group 2: NVIDIA Corporation (NVDA) - NVIDIA dominates the AI infrastructure market, reporting record revenue growth driven by high demand for data center computing and networking, with GPU utilization at full capacity [6]. - The company is expected to see strong growth in fiscal 2027, with a projected year-over-year sales increase of 46.8% and earnings per share growth of 57% [12]. - NVIDIA's product development is advancing rapidly, with the Blackwell platform and upcoming Rubin architecture expected to significantly enhance performance [8]. - The company's full-stack ecosystem positions it uniquely in the AI market, benefiting from widespread adoption across cloud platforms and robotics applications [9]. Group 3: Investment Comparison - NVIDIA is viewed as a more stable investment option due to its scale, profitability, and lower execution risk compared to Serve Robotics, which is still in a heavy investment phase [20]. - SERV stock has declined by 28.3% over the past year, while NVDA shares have increased by 34.1% during the same period [13]. - The forward price-to-sales ratio for SERV is 23.54X, below its historical median, while NVDA's ratio is 14.47X, above its median, indicating differing valuations [16].
纳指低开0.5%,特斯拉跌1%
Mei Ri Jing Ji Xin Wen· 2026-02-19 14:46
每经AI快讯,2月19日,美股三大指数集体低开,纳指跌0.51%,道指跌0.28%,标普500指数跌0.29%。 科技股普跌,特斯拉跌1%,苹果跌0.7%,英伟达跌0.5%。 ...
5 Infrastructure REITs Quietly Powering AI While Getting No Credit for It
247Wallst· 2026-02-19 14:40
dividend yields alongside AI infrastructure exposure, with less price volatility than semiconductor stocks.## If You have $500,000 Saved, Retirement Could Be Closer Than You Think (sponsor)Retirement can be daunting, but it doesn't need to be. Imagine having an expert in your corner to help you with your financial goals. Someone to help you determine if you're ahead, behind, or right on track. With SmartAsset, that's not just a dream—it's reality. [This free tool] connects you with pre-screened financial ad ...
美股三大指数集体低开,科技股普跌
【OpenAI正敲定1000亿美元巨额融资轮的首批投资承诺】 据两位知情人士透露,OpenAI正在敲定本轮融资中投资者的首批投资承诺,本轮融资若成功,在计入 投资金额后,OpenAI的估值可达8300亿美元,融资规模或达1000亿美元。据称,软银预计将以300亿美 元的投资领投本轮融资,且将在今年分三期,每期100亿美元进行投资。为OpenAI提供云服务的亚马逊 可能会投资多达500亿美元。 凤凰网财经讯 2月19日,美股三大指数集体低开,纳指跌0.51%,道指跌0.28%,标普500指数跌0.29%。 科技股普跌,特斯拉跌1%,苹果跌0.7%,英伟达跌0.5%。 公司消息 【黄仁勋:将在3月发布"世界前所未见"的全新芯片】 据报道,英伟达首席执行官黄仁勋在接受媒体采访时,对即将到来的GTC 2026大会进行预热,明确表 示将在会上揭晓"世界前所未见"的全新芯片,引发业界广泛关注。作为AI芯片领域的领军者,英伟达此 次重磅预告,被认为将进一步巩固其在AI基础设施领域的领先地位。 【Meta计划推出AI智能手表 剑指苹果、三星等巨头】 据报道,Meta计划于今年晚些时候推出一款具备健康追踪与AI功能的智能手表, ...
The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023
247Wallst· 2026-02-19 14:25
The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023 - 24/7 Wall St.[S&P 5006,857.60 -0.33%] [Dow Jones49,497.40 -0.32%][Nasdaq 10024,785.40 -0.41%][Russell 20002,644.62 -0.51%][FTSE 10010,630.50 -0.74%][Nikkei 22557,025.50 -0.90%][Stock Market Live February 19, 2026: S&P 500 (SPY) Slips on Walmart Outlook][Investing]# The Stock That's Quietly Outperformed NVIDIA 3-to-1 Since 2023### Quick ReadA technology stock actually returned 3,940% in three-year share-price gains versus 1,153% for NVIDIA stoc ...
The Stock That’s Quietly Outperformed NVIDIA 3-to-1 Since 2023
Yahoo Finance· 2026-02-19 14:25
Quick Read A technology stock actually returned 3,940% in three-year share-price gains versus 1,153% for NVIDIA stock. The company that outperformed NVIDIA in stock-price returns has demonstrated rapid financial growth. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The most magnificent of the Magnificent Seven, NVIDIA (NASDAQ:NVDA) isn't just a king; it's a kingmaker in the financial markets. As a ...
Applied Digital (APLD) Loses 4.9% as Nvidia Disposes of Shares
Yahoo Finance· 2026-02-19 14:24
We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Applied Digital Corp. (NASDAQ:APLD) was one of the worst performers on Wednesday. Applied Digital extended its losing streak to a sixth straight day on Wednesday, dropping 4.92 percent to close at $31.91 apiece, as investor sentiment was further dragged by news that Nvidia Corp. has entirely disposed of its stake in the company. Apart from Applied Digital Corp. (NASDAQ:APLD), Nvidia—considered the technology benchmark bolstering AI ...
Geopolitical Tensions and Walmart Earnings Weigh on Futures Despite Tech Momentum
Stock Market News· 2026-02-19 14:07
Market Sentiment and Premarket Activity - The U.S. stock market is experiencing a cautious start on February 19, 2026, with S&P 500 futures down approximately 0.33%, Nasdaq 100 futures down 0.36%, and Dow Jones Industrial Average futures down 0.36% as investors weigh technology optimism against geopolitical risks and retail earnings [1][2]. Major Market Indexes and Performance Trends - On February 18, 2026, the S&P 500 rose 0.56% to 6,881.31, the Nasdaq Composite increased by 0.78% to 22,753.63, and the Dow Jones Industrial Average saw a modest gain of 0.26%, driven by the "Magnificent Seven" and a recovery in the semiconductor sector [3]. Economic Data and Upcoming Events - Initial Jobless Claims for the week ending February 14 fell to 206,000, lower than the consensus estimate of 223,000, which may give the Federal Reserve more leeway to maintain a restrictive monetary policy [5]. - The market is anticipating the release of pending home sales data and the Personal Consumption Expenditures (PCE) price index on Friday, which is crucial for gauging inflation and could impact March policy expectations [6]. Corporate News and Stock Movers - Walmart is reporting its quarterly results, which are expected to influence consumer discretionary stocks, as it recently joined the $1 trillion market cap club [7]. - Nvidia gained 1.6% following a partnership with Meta Platforms, which will utilize Nvidia's GPUs for AI data centers, positively impacting other chipmakers like Micron, which surged over 5% [8]. - DoorDash shares rose 10% after reporting a 32% increase in total orders, while Carvana plummeted 24% due to a disappointing financial outlook despite beating revenue estimates [8]. Additional Company Movements - In premarket trading, Apple and Microsoft saw slight gains of 0.31% and 0.41% respectively, benefiting from the AI rally, while Tesla traded slightly lower by 0.11% amid regulatory considerations [11]. - Palo Alto Networks fell nearly 7% after providing a disappointing full-year profit outlook [11].
AI Stocks Investing - Bullish Sentiment Still Holds for Key Stocks
Investorideas.com· 2026-02-19 14:00
(Investorideas.com Newswire) a global news source and expert investing resource covering tech and AI stocks issues a snapshot looking at AI stocks sentiment, featuring IQSTEL Inc. (NASDAQ: IQST), a Global Connectivity, AI and Digital Corporation providing advanced solutions across Telecom, High-Tech Telecom Services, Fintech, AI-Powered Telecom Platforms and Cybersecurity As of mid-February, analysts still remain overwhelmingly bullish on investing in AI stocks, particularly NVIDIA ( Nasdaq: NVDA), which ...
黄仁勋预告:将发布“世界前所未见”的全新芯片
有分析指出,英伟达的最新举动明确了其CPU布局野心,将对英特尔、AMD等竞争对手带来压力。 (文章来源:21世纪经济报道) 据《上海证券报》,2月19日,英伟达创始人兼首席执行官黄仁勋在接受媒体采访时,对即将到来的 GTC 2026大会进行预热,明确表示将在会上揭晓"世界前所未见"的全新芯片,引发业界广泛关注。 "我们准备了多款世界前所未见的全新芯片。这并非易事,因为所有技术都已逼近物理极限,但有了这 样一支团队(由英伟达和SK海力士的内存工程师组成),没有什么是不可能的。"黄仁勋表示。 ...