When you think of artificial intelligence (AI) stocks, you likely think of Nvidia -- and for good reason. The company's graphics processing units (GPUs) quickly became the gold standard for training and running AI models, sending its stock into the stratosphere. Since the adoption of AI kicked off in earnest in early 2023, Nvidia stock has gained 1,120% (as of this writing). This has pushed its market cap to $4.35 trillion, making it the world's most valuable company and securing its position as one of the ...

Most artificial intelligence (AI) development happens inside large data centers, where vast numbers of advanced chips and networking components process mountains of information at a lightning-fast pace to train models. Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU) are three of the most important suppliers of AI data center hardware. There's more demand for their wares than they can supply now, a condition that has been driving their revenues and their stock ...

Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) both play key roles in the hot growth area of artificial intelligence (AI). The former is the dominant provider worldwide of AI chips, and thanks to this, has become almost a household name. The latter offers something crucial for an AI system to do its job, and that's memory and storage. Both Nvidia and Micron have seen earnings and stock performance soar in recent quarters due to this presence in AI. In recent times, though, one of these stocks ha ...

Wall Street's "Magnificent Seven" have played a pivotal role in sending all three major stock indexes to new heights. These are the stock market's most influential companies, and they possess a healthy combination of sustainable moats and/or competitive advantages. But not all members of the Magnificent Seven are created equally -- and their valuations prove it. While the face of the artificial intelligence (AI) revolution, Nvidia (NASDAQ: NVDA), is trading at one of its lowest forward price-to-earnings ( ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 19, New Street Research added NVIDIA Corporation (NASDAQ:NVDA) to its “best idea list for 2026.” The firm’s analyst, Pierre Ferragu, said that the latest order figures indicate much higher long-term revenue potential than investors are expecting currently. Ferragu pointed to comments from NVIDIA Corporation’s (NASDAQ:NVDA) CEO, Jensen Huang, at NVIDIA GTC 2026, where Huang said, “I see, through 2027, a ...

Where there's smoke, there's fire -- Ancient proverb. The year has started off on a sour note for server specialist Super Micro Computer (NASDAQ: SMCI), commonly called Supermicro. The company makes rack-scale servers packed with high-end artificial intelligence (AI) chips to accelerate AI processing. However, Supermicro is making headlines for another reason today. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Mon ...

It's been a challenge navigating the technology sector so far in 2026. While megacap artificial intelligence (AI) stocks were once considered near locks for market-beating gains, recent selling pressure has investors thinking twice. While hyperscalers in particular continue to face scrutiny, growth can still be found elsewhere. Take Vertiv Holdings (NYSE: VRT) as a prime example: Shares have skyrocketed 62% so far this year -- absolutely dominating the "Magnificent Seven," S&P 500, and Nasdaq-100. Will A ...

Graphics processing units (GPUs) have been the go-to chips for hyperscalers and artificial intelligence (AI) companies in the past three and a half years. That's not surprising, as GPUs pack massive parallel computing power, making them ideal for carrying out vast calculations simultaneously that are needed for AI model training and inference. However, GPUs have been losing ground to another type of chip known as application-specific integrated circuits (ASICs). These ASICs, popularly known as custom pro ...

CoreWeave (NASDAQ: CRWV) splashed onto the scene about a year ago when it launched its initial public offering -- and the stock went on to soar more than 300% over just a few months. The reason for the investing excitement? CoreWeave was offering something many tech giants greatly needed: capacity for artificial intelligence (AI) workloads. AI has been a huge area of focus for companies over the past few years as it is seen as the key to increased efficiency, cost savings, and innovation. And all of this ...

Group 1: Core Insights - The advent of artificial intelligence (AI) is seen as a transformative technological leap comparable to the internet's impact on corporate America, creating a multitrillion-dollar global opportunity [2][5]. - Nvidia is positioned as a leader in the AI space, with its graphics processing units (GPUs) being essential for AI-accelerated data centers [2]. Group 2: Investment Activity - Billionaire Philippe Laffont has been selling Nvidia shares consistently over the last 11 quarters, indicating a potential shift in sentiment despite Nvidia's impressive growth and cash flow [5][6]. - Laffont's selling may be partially attributed to profit-taking, as Nvidia's stock has surged over 1,200% since he built a significant stake during the bear market in 2022 [7]. Group 3: Market Concerns - Historical trends suggest that transformative technologies often experience early bubbles that burst due to overestimation of adoption and optimization, raising concerns about a potential AI bubble impacting Nvidia [8].