In my last article on Nvidia Corporation ( NVDA ), published in November 2025, I analyzed the company’s Q3 report and explored the key takeaways, with a special focus on the rising competitionAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where I disc ...

For most of the past decade, investors have had to pay exorbitant prices to own a piece of the world’s biggest technology companies. But that’s changing as AI euphoria gives way to skepticism. Big Tech stocks have been underperforming for months due to concerns about ballooning spending on artificial intelligence and a rotation into sectors that tend to do well in an expanding economy. An index of the so-called Magnificent Seven giants is down more than 7% since the end of October while the S&P 500 Index ...

Notably, Grace Blackwell systems generated about two-thirds of data center revenue in Q4. Full-year numbers were even more spectacular. Total data center revenue surged to $194 billion, up 68% YoY. Nvidia’s revenue has grown at a staggering rate from just $5 billion in fiscal 2016 to $215.9 billion in fiscal 2026. Adjusted earnings grew 60% in the year to $4.77 per share. Gross margins remained strong at around 70%, indicating pricing power and operational leverage.According to Tigress, Nvidia’s leadership ...

NVIDIA Corporation CEO Jensen Huang has indicated that the firm’s latest $30 billion investment in OpenAI "might be the last time" before the AI startup goes public. At the Morgan Stanley Technology, Media & Telecom Conference in downtown San Francisco on Wednesday, Huang said he doesn’t foresee the possibility of investing $100 billion in OpenAI, a figure previously proposed as part of a large-scale infrastructure deal in September. The reason behind this, he clarified, is OpenAI’s impending IPO. He als ...

Nvidia’s (NVDA) backing is often seen as a vote of confidence in a company’s technology and growth potential. The U.S. chip giant announced this week that it will invest $2 billion in Lumentum Holdings (LITE) and another $2 billion in Coherent Corp. (COHR), as it looks to strengthen supply chains needed for the massive buildout of AI infrastructure. Both companies develop optical technologies that use light to transmit data or perform sensing functions. Faster data transit is critical for running AI mode ...

transformational milestone that accelerates our scale-up roadmap for interconnect.†Optical interconnect is the next bottleneck in AI datacenters, and Marvell is moving to own it.## Broadcom's AI Revenue Is Compounding at an Extraordinary RateBroadcom (NASDAQ:AVGO) reported Q1 FY2026 revenue of $19.31 billion, up 29.5% year-over-year, with AI revenue of $8.4 billion growing 106% year-over-year. CEO Hock Tan guided Q2 AI semiconductor revenue to $10.7 billion, with total Q2 revenue expected around $22 billion ...

Nvidia (NASDAQ: NVDA) supplies the world's best graphics processing units (GPUs), which are the primary chips used to power the development of artificial intelligence (AI) software. Now, it's gearing up to ship processors based on its new Rubin GPU architecture, which will offer further increases in performance over its industry-leading Blackwell chips. In other words, although its competitors are ramping up their efforts in the AI accelerator space, Nvidia is primarily competing with itself right now, an ...

Group 1: Nvidia's Financial Performance - Nvidia reported non-GAAP earnings per share (EPS) of $1.62 on sales of $68.13 billion for the fourth quarter, exceeding analysts' expectations of EPS of $1.53 on revenue of $66.21 billion [1] Group 2: Market Reaction and Software Industry Impact - Despite strong quarterly results, Nvidia's shares have declined, negatively affecting other tech companies, particularly software firms [2] - There has been a significant valuation pullback in Software-as-a-Service (SaaS) stocks as investors anticipate potential disruptions from AI [4] Group 3: Insights from Nvidia's CEO - Nvidia CEO Jensen Huang believes the market has misinterpreted the impact of agentic AI on software companies, suggesting a bullish outlook [5][6] - Huang argues that agentic AIs will likely use existing software tools rather than create new software from scratch, which could increase demand for current SaaS offerings [7]

NVIDIA Corporation (NASDAQ:NVDA) is among the 10 Stocks That Could Skyrocket in 2026. NVIDIA Corporation (NVDA) Price Target Increased to $220 at Deutsche Bank On February 26, Deutsche Bank raised the firm’s price target on NVIDIA Corporation (NASDAQ:NVDA) to $220 from $215 while maintaining a Hold rating following the earnings release. The firm acknowledged the company’s continued fundamental strength, even as investors debate the long-term sustainability of elevated growth rates. On February 25, NVID ...

Core Viewpoint - Nvidia is likely to reduce its major equity investments in artificial intelligence startups, signaling a shift in strategy as competition in the AI sector intensifies [1][3]. Investment Commitments - Nvidia has decreased its investment commitment to OpenAI from $100 billion to approximately $30 billion [2]. - The company's $10 billion investment in Anthropic may represent the conclusion of its direct financial support for AI startups [2]. Strategic Positioning - CEO Jensen Huang indicated that this might be the last opportunity for Nvidia to invest in significant AI companies, with the potential for these companies to go public later this year [3]. - Nvidia is repositioning itself to avoid conflicts arising from its equity stakes in competing AI firms, as it supplies critical GPUs to major players in the industry [4]. Industry Dynamics - Nvidia's involvement in multiple competing AI companies has created a complex dynamic, especially as tensions have risen between companies like Anthropic and OpenAI [4][5]. - The U.S. government's recent order for federal agencies to cease using Anthropic's technology has further complicated the landscape, highlighting the competitive tensions in the AI sector [5]. Hardware Demand - Despite stepping back from equity investments, Nvidia's hardware demand remains strong across various industries, with high-performance GPUs being essential for modern computing infrastructure [7].