Key Takeaways NVDA's market cap neared $4T as it posted 69% sales growth and strong demand for its Blackwell chips. SOUN shares jumped 211.6% on rising demand for voice AI in sectors like restaurants and customer service. SOUN posted Q1 revenues of $29.1M with 151% growth, but losses hit $188M over the past year.With the progress of artificial intelligence (AI), NVIDIA Corporation (NVDA) has experienced rapid business growth. However, SoundHound AI, Inc. (SOUN) , a provider of voice AI platforms, saw its ...

On July 9, 2025, NVIDIA (NVDA) became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft (MSFT) and Apple (AAPL) . The company’s stock has surged 17.8% so far this year and climbed 20% over the past 12 months.Riding the Generative AI WaveNVIDIA continues to benefit from the explosive growth of generative AI, sparked by the debut of OpenAI’s ChatGPT in 2022. Its hardware and software offerings—specifically modified graphics processing unit ...

Core Insights - Nvidia became the first publicly traded company to reach a market capitalization of $4 trillion on July 9, 2024, although it later adjusted to $3.97 trillion [1] - The company has seen rapid growth, surpassing the $1 trillion mark just over 25 months ago, and is now among only 10 companies globally with a market cap exceeding $1 trillion [2] Company Performance - Nvidia's stock rose 239% in 2023, reaching the $1 trillion mark on May 30, 2023, and continued to grow, hitting $2 trillion on February 23, 2024, and $3 trillion on June 5, 2024 [7] - The market cap increased from $3 trillion to $4 trillion in just over a year, with a stock price increase of 20% during that period [8] Market Position - Nvidia dominates the AI market, with its GPUs accounting for approximately 92% of the market share, driven by the demand for parallel processing capabilities essential for AI calculations [6] - The company is experiencing significant demand for its new Blackwell chips, which are reported to be 40 times more powerful than previous models [9] Future Projections - Nvidia's projected data center capital expenditures are expected to rise from $400 billion in 2024 to over $1 trillion by 2028, indicating a substantial growth opportunity in the AI sector [10] - To reach a $5 trillion valuation, Nvidia's stock price would need to increase by 25% to around $205 per share, with analysts already setting a price target of $200 [12] Earnings Expectations - The consensus estimate for Nvidia's full-year earnings per share is projected to be $4.29, reflecting a 66% increase from the previous fiscal year [12] - Nvidia reported a revenue growth of 69% year over year in the first quarter of fiscal 2026, suggesting potential for continued strong performance in upcoming earnings reports [13]

Artificial intelligence (AI) is proving to be the next big technology innovation, and investors don't have to look far to find the companies at the center of it. Some of the best opportunities in the tech sector lie with companies that are either powering the infrastructure behind AI or using it to improve their operations.Let's look at five top tech stocks to buy this month.NvidiaNvidia (NVDA 1.28%) is the top name in AI infrastructure. Its graphics processing units (GPUs) have become the main chips used f ...

Company Overview - Nvidia is the leading company in the generative artificial intelligence (AI) sector, particularly known for its dominance in the graphics processing unit (GPU) market [2][3] - The company holds a remarkable 92% market share in the GPU market, with strong demand for its new Blackwell chips [4] Market Demand and Competitive Position - The demand for Nvidia's AI infrastructure has surged, with AI inference token generation increasing tenfold in just one year [4] - Nvidia's CUDA software platform enhances its competitive position by locking clients into its ecosystem, making it complex and costly to switch to other chip manufacturers [4] Financial Performance - Nvidia's revenue grew from $26.9 billion in fiscal 2023 to $130.5 billion in the latest fiscal year, with free cash flow reaching $60.7 billion [7] - In the first quarter of fiscal 2026, Nvidia reported $44 billion in revenue, a 69% year-over-year increase, with net income of $18.77 billion, up 26% [8] - Management anticipates fiscal Q2 revenue to be around $45 billion, reflecting a 50% year-over-year growth [8] Industry Position and Future Outlook - Major tech companies like Microsoft, Amazon, Alphabet, and Tesla are customers of Nvidia, indicating its critical role in the data center market [9] - Nvidia is expected to capture a significant share of the projected $1 trillion data center expenditures by 2028 [9] Leadership - CEO Jensen Huang has been pivotal in transforming Nvidia from a gaming GPU company to a leader in AI technology, positioning the company at the forefront of the AI conversation [10][11] - Huang's vision and leadership are seen as key factors in Nvidia's continued growth and appeal as an investment [12] Investment Consideration - Nvidia is characterized by a strong competitive moat, substantial free cash flow, and impressive earnings growth, making it a compelling choice for investors [13] - Despite a forward price-to-earnings ratio of 36.8, the company's rapid growth justifies its valuation [13]

Nvidia's market share gains in the artificial intelligence (AI) accelerator market continue to trounce the competition.Over the last two years, semiconductor powerhouse Nvidia (NVDA 1.74%) has emerged as the biggest force fueling the artificial intelligence (AI) revolution. The company's industry-leading graphics processing units (GPU) and CUDA software platform have helped Nvidia build a substantial lead over its competition in the chip market.While Advanced Micro Devices has carved out an impressive pocke ...

There's more than one way to put dollars in Nvidia's profit column.For more than two years, no trend has been held in higher regard on Wall Street than the evolution of artificial intelligence (AI). With AI, software and systems are capable of making split-second decisions, overseeing generative AI solutions, and training large language models (LLMs), all without the need for human oversight.The long-term potential for this game-changing technology is truly jaw-dropping. If the analysts at PwC are correct, ...

Core Viewpoint - The artificial intelligence (AI) sector is rapidly evolving and presents significant investment opportunities, with a focus on ten key AI stocks to consider for investment. Company Summaries - **Nvidia**: Dominates the AI infrastructure market with a 92% market share in GPUs, supported by its CUDA software platform that enhances chip programming and optimization for AI tasks [2]. - **Advanced Micro Devices (AMD)**: While trailing Nvidia in GPUs, AMD excels in CPUs for data centers and has carved a niche in AI inference, which is expected to grow significantly [4]. - **Broadcom**: Experiences strong momentum in networking solutions and is expanding into custom AI chips, with a projected serviceable market of $60 billion to $90 billion by fiscal 2027 [5][6]. - **Taiwan Semiconductor Manufacturing (TSMC)**: A key player in manufacturing AI chips for various companies, benefiting from increased demand and strong pricing power [7]. - **ASML**: Holds a monopoly on extreme ultraviolet lithography equipment essential for advanced chip manufacturing, positioning itself as a long-term winner in the semiconductor industry [8]. - **Amazon**: The largest cloud computing provider, Amazon Web Services (AWS) is crucial for AI model development and is investing heavily in data center infrastructure to meet AI demand [9]. - **Alphabet**: A cloud computing giant benefiting from AI trends, with Google Cloud achieving profitability and leveraging its strong ad network [10]. - **Meta Platforms**: At the forefront of AI with its Llama large language model, enhancing user engagement and advertising effectiveness across its platforms [11]. - **Palantir Technologies**: Aims to be the orchestration layer for AI, structuring data to solve complex problems across various industries [12][13]. - **Salesforce**: Focuses on agentic AI to create a digital workforce, integrating its platforms to enhance customer interaction and task performance [14].

Core Viewpoint - Artificial intelligence (AI) is positioned as a significant technological advancement with substantial investment potential, still in its early stages [1] Group 1: AI Investment Opportunities - Five top AI-related stocks identified for long-term investment include Nvidia, Broadcom, Taiwan Semiconductor Manufacturing, Palantir Technologies, and GitLab, each with unique niches and growth opportunities [2] Group 2: Nvidia - Nvidia's GPUs are essential for AI infrastructure, holding over 90% market share in the GPU space, driven by increasing demand from cloud computing and tech companies [4][5] - The company's CUDA software platform enhances its competitive edge, making it the preferred choice for AI developers [4] - Continued growth in AI infrastructure spending positions Nvidia as a clear winner in the sector [6] Group 3: Broadcom - Broadcom focuses on networking components and custom AI chip design, with AI networking revenue increasing by 70%, accounting for 40% of total AI revenue [8] - The potential market for custom AI chips is estimated between $60 billion to $90 billion, with significant demand expected from top customers [9] - Transitioning VMWare customers to subscription models and its VMware Cloud Foundation platform further strengthens Broadcom's position [10] Group 4: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is a leader in advanced semiconductor manufacturing, producing AI chips for major clients like Nvidia and Apple [12] - High-performance computing now constitutes 59% of its revenue, up from 46% a year ago, indicating strong growth driven by AI [13] - TSMC's advanced-node capacity and pricing power position it favorably in the AI infrastructure build-out [14] Group 5: Palantir Technologies - Palantir focuses on the applications and workflow layers of AI, developing an AI operating system that organizes data for various industries [16] - The company's AI Platform (AIP) has seen a 39% revenue increase last quarter, showcasing its growth potential [17] - Despite high valuation risks, Palantir's unique position in the AI space presents significant opportunities [18] Group 6: GitLab - GitLab leads in the DevSecOps space, enhancing software development productivity through AI-driven tools [20] - The company has achieved strong revenue growth of 25% to 40% over the past two years, with a 122% dollar-based net retention rate [21] - GitLab's technology is enhancing, rather than replacing, software developers, driving its growth trajectory [22]

Core Viewpoint - The growth of artificial intelligence (AI) infrastructure is creating multiple investment opportunities, with Nvidia being a prominent player in the AI sector for the past two years [1] Company Performance - CoreWeave has recently gained significant attention, with its stock rising approximately 185% in the past month and about 270% since its IPO in late March [2] - Nvidia's stock has increased by 24% during the same period, indicating a slower growth rate compared to CoreWeave [2] - Despite a slowdown in growth, Nvidia's data center sales still saw a 73% year-over-year increase in the most recent fiscal quarter, although the growth rate has slowed to 10% [4][6] AI Demand and Ecosystem - The demand for AI is still on the rise, with Nvidia's ecosystem encompassing advanced GPU and CPU chips, interconnect technologies, and the CUDA software platform, which are integral to various architectures [7] - Nvidia's CEO highlighted the integration of its AI processors in products like Nintendo's new Switch 2 gaming console, showcasing the company's broad customer base [8] Investment Insights - Nvidia holds a stake in CoreWeave and is a significant customer, having purchased 250,000 Nvidia chips for its data center operations [9] - CoreWeave has secured a 15-year lease for 250 megawatts (MW) of power at a new data center, with the option to expand by an additional 150 MW [10][11] - CoreWeave's revenue is heavily reliant on a few customers, with Microsoft accounting for nearly two-thirds of its revenue last year [11] Financial Position - CoreWeave had approximately $5.4 billion in liquidity as of March 31 and raised an additional $2 billion from a debt offering, indicating substantial capital expenditure needs [12] - CoreWeave's stock trades at a high valuation with a price-to-sales (P/S) ratio of about 30, while Nvidia has a price-to-earnings (P/E) ratio of around 30 based on expected profits [13][14] Conclusion - As CoreWeave expands, Nvidia's profits are also expected to grow, positioning Nvidia as a more favorable investment option in the AI sector due to its risk profile and financial stability [15]