We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. NVIDIA Corporation is one of the most promising stocks. TheFly reported on December 26 that NVDA announced a non-exclusive licensing agreement with AI chip startup Groq. The deal includes bringing Groq’s founder and CEO, Jonathan Ross, President Sunny Madra, and other key engineers to NVDA to integrate Groq’s low-latency inference technology into NVDA’s “AI factory” architecture. Analysts Call NVIDIA Co ...

Nvidia stock has soared because of its impressive financial results. We'll see if it can keep the momentum going in February.Artificial intelligence (AI) and the increased demand for GPUs has driven massive growth in Nvidia (NVDA 1.21%) stock. The chipmaker is currently up an astounding 23,020% over the last 10 years (as of Dec. 26).If you've been thinking about starting or adding to a position in Nvidia, there's one great reason to do so before Feb. 25, 2026. Nvidia's next earnings report is coming upFeb. ...

Core Insights - Nvidia has experienced significant stock performance, increasing over 1,000% since the launch of ChatGPT, benefiting from the AI spending surge among major tech companies [1] - Analysts predict Nvidia's market cap could reach $6 trillion by 2026, with a median price target of $250, representing a 30% increase from current levels [2] Nvidia's Position - Nvidia is recognized as a leading chipmaker for AI infrastructure, particularly for training large language models [1] - However, it may face challenges in maintaining its growth trajectory as competitors like Alphabet gain momentum in AI applications and hardware [17] Alphabet's Growth and Performance - Alphabet's Google Cloud division reported a 34% revenue growth last quarter, with an operating margin of 24%, and a backlog of $155 billion, up 46% year-over-year [5] - The demand for Alphabet's custom-built Tensor Processing Units (TPUs) is increasing, providing a cost-effective alternative to Nvidia's GPUs for AI training [6] - Alphabet's large language model, Gemini 3.0, has outperformed competitors, leading to increased consumer engagement and a potential partnership with Apple for AI-powered Siri features [7][8] Financial Strength and Innovations - Alphabet's innovations in AI are enhancing its core business, including search and YouTube, with Google Search revenue up 15% in Q3 2025 [11] - YouTube also saw a 15% revenue growth, driven by AI features that improve user engagement and monetization [12] - The self-driving car business, Waymo, is expanding rapidly, completing 14 million trips in 2025 and aiming for 1 million rides per week by the end of 2026 [13] Investment Perspective - Alphabet is viewed as a diversified growth stock with a favorable valuation, trading at less than 30 times forward earnings expectations, compared to over 40 times for Nvidia [15] - Strong earnings growth is anticipated as Alphabet's cloud business scales and operating margins improve, providing opportunities for share repurchases [16]

Core Viewpoint - Investing in semiconductor stocks has been profitable over the last three years due to the critical role of chips in generative AI development, with companies like Nvidia, AMD, Broadcom, and Micron Technology leading the charge [1] Group 1: Taiwan Semiconductor Manufacturing's Role - Taiwan Semiconductor Manufacturing Company (TSMC) is a key player in the semiconductor industry, often overshadowed by its peers but crucial for the future of AI [2] - TSMC is the largest chip manufacturer globally by revenue, providing essential fabrication processes for leading chip designers like Nvidia and AMD [4][5] Group 2: Growth and Demand - TSMC's revenue has been growing significantly, driven by the demand for AI accelerators and next-generation chips from Nvidia and AMD, indicating a steepening revenue trajectory [6] - As demand for AI chips and data centers increases, TSMC is positioned for explosive long-term growth, playing a vital supporting role in the generative AI landscape [7]

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer noted the effects of the company being banned from sale in China during the episode, as he said: “Maybe you could argue that NVIDIA was held back by a ban on selling even dumbed-down AI chips to China, which was initially partially repealed recently. But with NVIDIA still up more than 36% for the year, and China basically completely excluded from their numbers, it clearly didn’t do that m ...

​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Quality Stocks to Buy Before 2026. Advanced Micro Devices, Inc. (NASDAQ:AMD) has risen more than 76.9% year-to-date. The share price moved further up on December 17, after South China Morning Post reported the company’s chair and CEO, Lisa SU met with the Chinese minister of industry and information technology. According to the report, Lisa Su affirmed the commitment to deepen its investment in China. The chief executive also noted that China w ...

Nvidia’s (NVDA) licensing deal with chip startup Groq (GROQ.PVT) shows how the tech giant is leveraging its massive cash pile to sustain its preeminence in the AI market. Nvidia this week said it struck a non-exclusive deal with Groq to license its technology and hired the startup’s founder and CEO Jonathan Ross, its president, and other employees. CNBC reported the agreement to be worth $20 billion, marking Nvidia’s largest-ever deal. (The company declined a request for comment on the figure.) Bernstei ...

Good morning and welcome to opening bid. I'm Yao Finance executive editor Brian Sazi. I hope Santa brought you all the presents you wanted for Christmas.And luckily for you, I'm here in Santa's place with a few more important presents to hand out. Context on a stock market ripping to new highs into year end. But first, here's what's on my mind right now.Nvidia has made its largest acquisition ever, buying assets from 9-year-old AI chip startup Grock, for roughly uh $20 billion. Grock was just valued at $6.9 ...

Key Points The rise of custom AI accelerators will have a notable impact on cloud computing and these chipmakers. More capable devices could spur a huge round of upgrades for consumers. Harnessing unique data with AI could put small businesses on the same level as big corporations. 10 stocks we like better than Alphabet › The last three years have been marked by the rapid development and deployment of new artificial intelligence technology. From the release of ChatGPT in late 2022 to today, larg ...

Nvidia (NVDA) is back in the news as it is reported that the company is planning to resume the shipment of its H200 AI chips as early as the middle of February, subject to approval by the U.S. government. As reported by Reuters, Nvidia has informed its customers in China of its plan to ship between 5,000 and 10,000 units of its H200 modules, comprising between 40,000 and 80,000 chips, before the Lunar New Year festival. This would represent the first significant opening of U.S. exports of advanced AI chi ...