A $20 Billion Catalyst Just Hit Nvidia. How Should You Play NVDA Stock Amid Groq Asset Deal?

Broad-market leaders often emerge after a single catalytic development reshapes an industry’s competitive map. Sometimes those catalysts are incremental, and sometimes they’re seismic, forcing investors to reassess positioning. Nvidia (NVDA) just experienced the latter as it announced it would license AI inference technology from startup Groq (a non-exclusive agreement). Under this deal, Groq’s founder, Jonathan Ross, president Sunny Madra, and other key engineers will join Nvidia to help advance Groq’s l ...