Core Insights - Nvidia has become the first company to surpass a $4 trillion market capitalization, highlighting its pivotal role in the AI revolution [1] - The company's valuation has increased nearly eightfold from $500 billion in 2021 to just under $4 trillion, reflecting its dominance in the AI hardware ecosystem [3] - Nvidia's GPUs are now the gold standard for AI development, making it a key player in the AI industry and a favored investment on Wall Street [4] Company Overview - Founded in 1993 by Jensen Huang, Nvidia initially focused on designing graphics cards for video gamers [2] - The company has transformed into a leading force in generative AI and data-intensive applications [3] Market Position - Nvidia's market value exceeds the entire publicly listed equity markets of the UK and is greater than the combined stock markets of Canada and Mexico [5] - It accounts for 7% of the S&P 500's total value, with major tech companies like Apple and Microsoft also contributing to a significant portion of the index [6] Financial Performance - Nvidia's quarterly revenue surged from $7.2 billion to $44.1 billion in just two years, driven by high demand for AI infrastructure [8] - The company's gross margin exceeds 70%, indicating strong pricing power in a high-demand market [8] Stock Volatility and Risks - Nvidia has experienced volatility, including a nearly 20% stock plunge earlier this year due to competition from a powerful Chinese chatbot [9] - Geopolitical tensions and tariff risks have also contributed to market fluctuations, with potential new tariffs on chip imports being a concern [10][11] Strategic Initiatives - To address political and logistical risks, Nvidia is reshoring parts of its supply chain and plans to build AI supercomputers in the U.S. [12] - The company is set to begin mass production of Blackwell chips in Arizona and Texas within 12 to 15 months [12] Technical Outlook - Nvidia's stock has shown a powerful uptrend, closing at $162.82, marking an impressive gain of nearly 89% from its early-April low [13]

Advanced Micro Devices’ (AMD)  stock has risen 5% since surpassing its Q1 expectations on Tuesday, with the post-earnings rally gaining steam as President Trump boosted markets by announcing a new trade deal with the United Kingdom.With Trump revisiting the rhetoric of keeping chip manufacturing dominance in the U.S., it’s certainly a worthy topic of whether now is a good time to buy AMD stock for more upside. AMD’s Consistency Continues Stating AMD delivered an outstanding start to the year despite evolvin ...