CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks Analysts Are Watching Closely. On January 5, Cantor Fitzgerald analyst Thomas Blakey reiterated an Overweight rating on the stock with a $131.00 price target. Despite short-term revenue timings shifts, firm analysts see long-term upside from Blackwell GPU adoption and discounted valuation vs peers. The firm told investors in a research note that it has adjusted its estimates, shifting some revenue from Q4 2025 and Q1 2026 to Q2 2026 due to potential f ...

On Tuesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said the chipmaker's $500 billion AI demand outlook won't be revised quarter by quarter, even as new developments continue to push expectations higher. Nvidia Holds The Line On $500 Billion — Signals Upside Ahead Huang told Kif Leswing, CNBC’s tech reporter, that he does not plan to regularly update the $500 billion visibility figure for AI-related demand, according to a post on X by Kristina Partsinevelos, a correspondent for the network Huang said ...

Key Points Despite phenomenal growth in 2025, Nvidia's stock is still relatively affordable compared to its growth and earnings. Investors should watch the spiraling cash burn situation with some of its major data center customers. 10 stocks we like better than Nvidia › It's been roughly three years since OpenAI's ChatGPT introduced the world to generative artificial intelligence (AI), and the boom shows no signs of slowing anytime soon. This trend is excellent news for Nvidia (NASDAQ: NVDA) becau ...

Core Viewpoint - Nvidia may face increased challenges in 2026 as competitors, including major tech companies, begin to develop and sell their own custom semiconductors, potentially impacting Nvidia's market share [2][3][18] Group 1: Nvidia's Market Position - Nvidia has established itself as a leader in the AI sector, particularly in providing GPUs for high-performance AI applications, achieving a market cap of over $5 trillion at its peak [1][5] - The company currently holds approximately 90% of the data center GPU market, contributing to a stock price increase of over 970% and a revenue growth of nearly 600% over the past three years [6][7] - Nvidia's revenue for Q3 of fiscal 2026 reached $57 billion, a 62% increase year-over-year, with data center sales accounting for $51.2 billion, up 66% from the previous year [7] Group 2: Competitive Landscape - Major competitors such as Advanced Micro Devices, Alphabet, and Amazon are developing their own chips to reduce reliance on Nvidia, with Amazon's Tranium3 chip being four times faster and more efficient than its predecessor [3][11] - Alphabet is reportedly in discussions with Meta Platforms to supply AI infrastructure, which could diminish Nvidia's customer base as Meta is currently a client [13] - The introduction of custom chips by competitors may lead to increased pressure on Nvidia's pricing and market share in the coming years [10][12] Group 3: Financial Metrics and Valuation - Nvidia's current price-to-earnings (P/E) ratio stands at 45.8, with a forward P/E of 39.5, which is lower than the three-year mean of over 80, making it relatively attractive compared to other chipmakers [14][16] - Despite potential challenges, Nvidia is expected to continue generating substantial revenue and profits, maintaining its status as a viable investment option [18]

Calling for pics and proof of Nvidia GPUs being warehoused in mass quantities In the US but also overseas. Some have reached out to me already. And it is getting interesting. But I need more.Kakashii (@kakashiii111):To give a little more context ahead of my post next week, here is some rough simple math:Let's assume everything Jensen says is true (including reading thousands of emails a day):Jensen said 6 million Blackwell GPUs have shipped.Since Blackwell is out, Nvidia reported 111B https://t.co/S6qzUbrgn ...

Nvidia graphics processing units like these latest Blackwell [music] GPUs are inside server racks all over the world. Nvidia has catapulted [music] from gaming giant to the very core of generative AI, training the models, running the workloads, and sending Nvidia's valuation soaring. [music] With 6 million Blackwell GPUs shipped over the last year, >> this [music] connects all 72 GPUs, allowing to act as a single GPU to power the most advanced AI workloads.[music] GPUs are the generalpurpose workhorse stars ...

Core Insights - NVIDIA Corporation (NASDAQ: NVDA) is positioned as a leading player in the AI sector, with its GPUs being the most advanced for AI workloads, making it the most valuable company globally [1] Group 1: Earnings and Analyst Ratings - Following NVIDIA's fiscal third quarter earnings report on November 19th, Keybanc raised its price target for NVDA shares from $250 to $275, maintaining an Overweight rating due to the strong revenue pipeline for its Blackwell and Rubin AI GPUs [2] - Keybanc estimates a $500 billion revenue pipeline for these products in 2026 and 2027, which justified the price target increase [2] Group 2: Market Demand and Hedge Fund Activity - There is a significant demand for NVIDIA's chips, with a reported demand-to-supply ratio of 12 to 1, indicating strong market interest [4] - Hedge fund activity shows that 234 funds disclosed holdings in NVIDIA, with Millennium Management reporting a 127% increase in its stake [3] Group 3: Competitive Landscape - NVIDIA's dominance in the AI chip market is underscored by the challenges faced by competitors like Meta, which struggles to secure sufficient NVIDIA chips, potentially only obtaining 30-40% of its needs [4] - The sentiment in the market suggests that NVIDIA is leading the AI revolution, with other companies merely "paying rent" in this space [4]

The AI chip war is intensifying, and it's no longer just about speed. Alphabet Inc. (NASDAQ:GOOGL) just delivered one of its strongest stock performances in years, riding a wave of investor excitement over next-gen AI models and a powerful in-house chip that now threatens Nvidia Corp.‘s (NASDAQ:NVDA) once-uncontested dominance in the artificial intelligence arms race.Alphabet shares outperformed Nvidia by an eye-popping 30 percentage points in November, marking their most dominant one-month excess return si ...

Shutterstock / Below the Sky I think we're going to be entering a very interesting period of time for a whole host of high-growth stocks in the market. Quick Read Nvidia (NVDA) reported quarterly revenue exceeding $35B with 94% year-over-year growth and EPS more than doubled to $0.78. Nvidia expects Q4 revenue around $37.5B driven by strong demand for its new Blackwell GPUs. The company trades cheaper relative to its growth rate as investors price in eventual business maturation. Some investors g ...

Core Insights - Nvidia is a leading infrastructure computing technology company known for innovations in accelerated computing, operating through computing and networking, and graphics segments [1][2] - The company has reported significant financial growth, with Q3 revenue soaring 62% year-over-year to approximately $57.01 billion, driven by demand from generative AI labs and hyperscalers [6][8] - Nvidia's GPUs are essential for deep learning algorithms and AI solutions, with a strong market position supported by a robust balance sheet and significant free cash flow [3][9] Financial Performance - Nvidia's Q3 earnings showed an adjusted earnings per share of $130, exceeding estimates, and the company expects to generate $65 billion in revenue for Q4, up from a prior forecast of $62 billion [6][8] - The data center segment, which constitutes the largest portion of sales, experienced 66% year-over-year growth, driven by demand from US and European clients [7] - Gross margins are projected to exceed 75% for fiscal Q4, indicating strong growth trends in AI data centers [7] Competitive Landscape - Main domestic competitors include Advanced Micro Devices (AMD), Intel, and Broadcom, while international competition comes from companies like Huawei [3][4][15] - Nvidia faces potential competition from Meta Platforms, which is reportedly in talks to invest in Google's AI chips [7] Unique Value Proposition - Nvidia's comprehensive platform strategy integrates hardware, software, and AI solutions, enhancing its competitive edge [4] - The company's proprietary programming model and domain-specific software libraries contribute to superior performance in AI model training and inference [5] Market Valuation - Despite a market capitalization exceeding $4 trillion, Nvidia's valuation may be considered attractive based on a PEG ratio of less than one, indicating potential value relative to its growth rates [11][12] Technical Analysis - Nvidia's stock has underperformed recently, declining approximately 8% year-to-date, but has outperformed the broader market with a 30% increase compared to the S&P 500's 14% [16] - The stock is currently trading below its 20 and 50-day moving averages, suggesting near-term weakness, but remains above its 200-day moving average, indicating a bullish intermediate-term trend [17] Industry Position - Nvidia's products are utilized by a diverse range of customers, including OEM manufacturers, cloud service providers, and automotive companies, reinforcing its market position [18] - Strong partnerships with leading cloud service providers and robust data center solutions position Nvidia as a preferred choice for enterprises seeking scalable and efficient computing infrastructure [19]