Over the past couple of years, Nvidia (NVDA 0.53%) and Palantir Technologies (PLTR -0.33%) have both shown their strengths in artificial intelligence (AI) -- and as a result, their earnings and stock performance have soared. Last year, Nvidia was the best-performing component in the Dow Jones Industrial Average (though it only was added to the venerable blue chip index in November), and Palantir posted the biggest gain in the S&P 500.Both of these players have continued to advance, and considering that we'r ...

Nvidia and Tesla shareholders could see substantial gains in the coming years if these Wall Street analysts are correct.Nvidia (NVDA 0.53%) and Tesla (TSLA 1.15%) rank among the three best-performing stocks in the S&P 500 (^GSPC -0.33%) so far this decade, and artificial intelligence (AI) has been a major tailwind for both companies.Since January 2020, Nvidia shares have added 2,690% due to soaring demand for AI chips. Meanwhile, Tesla shares have added 1,010% due to excitement about self-driving cars and a ...

Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025.Nvidia CEO Jensen Huang unloaded roughly $36.4 million worth of stock in the leading artificial intelligence chipmaker, according to a U.S. Securities and Exchange Commission filing.The sale, which totals 225,000 shares, comes as part of Huang's previously adopted plan in March to unload up to 6 mi ...

Nvidia (NVDA 0.75%) is back as the most valuable company in the world, and it just hit a crucial milestone. It has become the first company to hit a $4 trillion in value. Let's see why investors are getting more excited about it and why it can soar higher. Leading in AI Nvidia has been a successful company for decades, but its products have historically been geared toward the gaming industry. It became a household name when ChatGPT launched in 2022, forever changing how the world interacts with artificial i ...

Shares of Nvidia (NVDA 0.75%) are flying once again following a difficult start to the year. The semiconductor giant's stock jumped 42% in the past three months, easily crushing the 15% gains clocked by the S&P 500 index during this period. Not surprisingly, Bank of America estimates that the sovereign AI infrastructure market could generate annual revenue of $50 billion in the long run. Nvidia's relationships with countries across the globe suggest that it is well placed to corner a nice chunk of this siza ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

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]

Nvidia (NVDA 2.05%) remains one of the best artificial intelligence (AI) stocks on the market. But with the chipmaker now trading at a price-to-sales multiple of 26.4, many investors may wonder if shares have gotten too expensive to buy. Don't be fooled: Nvidia stock is still reasonably priced.Nvidia stock isn't as expensive as it seemsNvidia designs graphics processing units (GPUs) that provide the processing power required to support modern AI and machine-learning software. The company's gross margins are ...

Key Takeaways NVIDIA lost $2.5B in Q1 and expects $8B in Q2 from halted H20 chip shipments to China. Sovereign AI talks in Europe, Saudi Arabia, Taiwan and the UAE aim to reduce trade war exposure. NVIDIA's full-stack AI platform helps secure partnerships that are costly and complex to displace.NVIDIA Corporation (NVDA) is facing a major sales hit from U.S. export restrictions, particularly from the ongoing trade war between the United States and China. In the first quarter of fiscal 2026, the company los ...

Core Insights - Nvidia shares increased over 2%, achieving a market capitalization of $4 trillion for the first time, making it the first company to reach this milestone [1] - Nvidia has surpassed both Microsoft and Apple, which previously reached the $3 trillion mark, establishing itself as the world's most valuable company [2] - The company has significantly benefited from the rising demand for artificial intelligence hardware and chips, particularly since the launch of ChatGPT in late 2022 [3] Company Performance - Nvidia's market value first crossed the $2 trillion threshold in February 2024 and then surpassed $3 trillion in June 2025 [2] - The company is recognized as a leader in producing graphics processing units essential for powering large language models [3] Industry Context - The generative artificial intelligence boom has driven substantial investor interest in Nvidia, highlighting the growing importance of AI technology in the tech sector [1][3] - Nvidia's relationship with Microsoft, one of its largest customers, underscores the interconnectedness of major players in the AI hardware market [2]