NVDA

Nvidia Corporation is a Strong Buy after a 20% selloff, with current sentiment-driven declines presenting a compelling entry point. Even under conservative growth assumptions, NVDA's fair value ranges from $156 to $252 per share, offering significant upside versus current levels. AI infrastructure buildout may slow due to policy and CapEx plateaus, but structural demand remains robust, and long-term growth is intact.

NVIDIA's stronger profitability, higher ROE and robust AI growth outlook make it a more attractive buy-the-dip opportunity than AMD.

One brutal session erased roughly $450 billion from NVIDIA and knocked its CEO down the wealth rankings.

The recent semiconductor sell-off reflects growing concerns over AI infrastructure spending and whether the industry's rapid expansion can continue. Both Dell and Nvidia are delivering exceptional revenue growth, suggesting that the market's concerns have yet to translate into a broad deterioration in reported demand.

A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet goes wrong?

Wall Street spent much of the year rewarding companies for building more data centers, buying more chips, and finding enough electricity to run them. On Thursday, investors took a harder look at what all that spending might earn.

Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade's favor.

Every AI accelerator rack needs a host CPU, and Arm just started selling its own chip to feed that demand. Shares have still shed a third in a month, so who is right about what comes next?

Alphabet stock is nearly 30% below its record high and trades for about 18 times forward earnings. Google Cloud revenue more than doubled last quarter, and the Gemini app has passed 1 billion users.

Nvidia is poised to witness a bigger increase in sales by transitioning to the Vera Rubin platform from Blackwell. The company's earnings per share growth can exceed analysts' expectations.