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BandM8 Debuts Its Music-to-Music AI Platform at NVIDIA GTC 2026
Published: March 18, 2026 by: GlobeNewsWire
Sentiment: Neutral
BandM8 delivers creator-first, ethically sourced Music AI powered by NVIDIA Nemotron BandM8 delivers creator-first, ethically sourced Music AI powered by NVIDIA Nemotron
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Forget Tesla — Nvidia And Lucid Are Quietly Building Uber's AI Fleet
Published: March 18, 2026 by: Benzinga
Sentiment: Neutral
For years, Tesla's strategy has been clear: control the entire stack—hardware, software, network.
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Time to normalize expectations for Nvidia after unprecedented hypergrowth: Cleo Capital
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Positive
NVIDIA Corporation ( NASDAQ:NVDA | NVDA Price Prediction) has delivered one of the most extraordinary growth runs in corporate history.
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Roche Vs. Eli Lilly: Nvidia Deals, Obesity Battles Stoke Rivalry (I'd Buy Both)
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Positive
Roche Holding AG has announced a major AI infrastructure expansion with Nvidia, surpassing peers in GPU deployment for drug development. RHHBY now operates over 3,500 Blackwell GPUs, positioning itself as the pharmaceutical industry leader in AI-driven R&D capabilities. Compared to Eli Lilly and Company, Roche offers stronger value metrics—lower P/E and P/S ratios, higher dividend yield—despite lower profitability.
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NVIDIA GTC keeps analysts bullish amid continued strong AI compute demand
Published: March 18, 2026 by: Proactive Investors
Sentiment: Positive
NVIDIA (NASDAQ:NVDA, XETRA:NVD)'s latest GTC 2026 presentations reinforced its position as a leader in AI data center computing, according to analysts from Bank of America and Baird who pointed to strong demand, expanding infrastructure, and new high-margin opportunities. Bank of America maintained its ‘Buy' rating and $300 price target, citing improvements in “tokenomics across every AI tier” as a driver of sales, margins, and free cash flow.
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Why NVIDIA's Thinking Machines Investment Might Be its Most Exciting Deal of the Year
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Positive
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been making so many deals and investments that it's getting harder to keep up.
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Nvidia Goes To Space, And Rocket Lab Goes To Work (Rating Downgrade)
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Neutral
Rocket Lab Corporation secured an $816M U.S. defense contract, doubling backlog to $1.85B by end-2025 and fueling a 10% stock surge. RKLB announced a $1B stock offering, triggering a sharp 8% reversal as investors digested dilution risk despite long-term capital needs for Neutron rocket development. Valuation is driven by Neutron's success; at 51.44x forward EV/Sales, RKLB offers high optionality if Neutron launches on schedule in Q4 '26.
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The Nvidia GTC Has Been Very Bullish For AMD
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Positive
Advanced Micro Devices, Inc. is poised to outperform Nvidia as the AI infrastructure market evolves beyond proprietary, vertically integrated solutions. AMD's open-source Helios architecture and superior memory capacity, notably in the upcoming MI455X GPU, address critical AI bottlenecks better than Nvidia. Hyperscalers' aversion to vendor lock-in positions AMD as the preferred alternative, especially as Nvidia expands its full-stack ambitions.
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Top Big Data Stocks for Smart Investors in a Data-Driven World
Published: March 18, 2026 by: Zacks Investment Research
Sentiment: Positive
NVIDIA, Dell Technologies and HubSpot are building the chips, AI servers and smarter tools that are driving the Big Data boom across industries.
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Is Nvidia a value stock now? Here's why some experts think yes
Published: March 18, 2026 by: Invezz
Sentiment: Positive
A growing chorus on Wall Street is beginning to view Nvidia, long seen as the poster child of the artificial intelligence boom, through an unexpected lens: that of a value stock. The shift in perception comes even as the chipmaker continues to dominate the AI hardware market.
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Dyno Therapeutics Launches Dyno Psi-Phi, an Agentic AI Suite for Protein Binder Design, at NVIDIA GTC 2026
Published: March 18, 2026 by: Business Wire
Sentiment: Neutral
WATERTOWN, Mass.--(BUSINESS WIRE)--Dyno Therapeutics launches Dyno Psi-Phi, an agentic AI suite for protein binder design, at NVIDIA GTC 2026.
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Nvidia to return 50% of free cash flow via dividends and share buybacks
Published: March 18, 2026 by: Finbold
Sentiment: Neutral
Jensen Huang, CEO of Nvidia (NASDAQ: NVDA), plans to deploy 50% of the company's free cash flow toward stock buybacks or dividends in 2026.
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NVIDIA's Huge China Win, But Tariff Could Ruin It
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Neutral
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) was allowed to sell its “second-best” H20 AI chip in China.
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Nvidia's China Bet Is Back On. Will This Finally Move Its Stock?
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) shares have been stuck in neutral for months, trading in a tight range despite a flood of upbeat news.
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Nvidia: Blowout Q4 Report Aside, Don't Underestimate The Power Of CUDA
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive
Nvidia Corporation delivered a blowout Q4, beating top- and bottom-line estimates with data center revenues hitting $62.3 billion, up 75% y/y. NVDA confirmed supply commitments exceeding $95.2 billion, supporting visibility to meet explosive demand through FY27 and beyond. Despite rising competition, NVDA's CUDA software ecosystem and new Vera Rubin GPUs reinforce its market leadership and defensibility.
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Broadcom: Making A Solid Case For Its Nvidia Moment
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive
Broadcom Inc. is poised for accelerated growth in custom AI chips and networking, rivaling Nvidia's dominance in the AI semiconductor space. AVGO's revenue visibility extends through 2028, with management guiding for $10.7B in AI revenue by FQ2 and a path to $100B by 2027. Operating at >68.5% adjusted EBITDA margin and targeting a 51.9% free cash flow margin, AVGO leverages scale and integration advantages.
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Nvidia Just Made Another Pair of Brilliant AI Bets
Published: March 06, 2026 by: 24/7 Wall Street
Sentiment: Positive
Just when you thought Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and its legendary founder and CEO Jensen Huang had their fill of intriguing AI deals, the GPU titan makes another pair of moves.
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Wall Street Analysts Think Nvidia (NVDA) Could Surge 44.43%: Read This Before Placing a Bet
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive
The consensus price target hints at a 44.4% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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Nvidia: Why The Permit Fears Don't Change Bullish Case
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive
Nvidia Corporation remains a Buy after Q4, with robust financials and continued demand for its AI chips despite recent market skepticism. Transition to Blackwell architecture is driving margin expansion, and even older Hopper and Ampere products remain sold out in the cloud. Concerns over U.S. export permits appear overblown; supply constraints mean delayed foreign orders will be absorbed by domestic hyperscalers.
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My Top 3 Mega-Cap AI Stocks to Buy After February's Tech Pullback
Published: March 06, 2026 by: The Motley Fool
Sentiment: Positive
These companies have demonstrated their strengths in AI in recent years. They each should continue to benefit as the AI boom marches on.
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Broadcom: Like Buying Nvidia In May 2023
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive
Broadcom Inc. reported Q1 '26 results after the bell on Wednesday, guiding for explosive AI-related revenue growth, including $100B AI chip revenue target for 2027. AI ASIC demand from six major customers, including Google, Meta, Anthropic, and OpenAI, underpins AVGO's long-term growth trajectory and cost advantage over Nvidia. Valuation multiples have compressed while growth has accelerated. Broadcom now trades at forward EV/Sales of 15.36x compared to 31.59x last print.
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Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King
Published: March 05, 2026 by: Schwab Network
Sentiment: Positive
Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level.
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US Proposes Rule Requiring Licenses for AI Chip Exports
Published: March 05, 2026 by: Bloomberg Markets and Finance
Sentiment: Neutral
The US government drafted a rule requiring export licenses for AI chip shipments, including those from major companies like Nvidia and AMD, to all countries worldwide. Ed Ludlow has more on "Bloomberg Markets.
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Nvidia CEO Jensen Huang calls OpenClaw 'the most important software release probably ever'
Published: March 05, 2026 by: CNBC Television
Sentiment: Positive
CNBC's Deirdre Bosa reports on how AI is impacting software companies.
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Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
Published: March 05, 2026 by: 24/7 Wall Street
Sentiment: Positive
OpenAI recently closed the largest private funding round in history, raising $110 billion from Amazon (NASDAQ:AMZN | AMZN Price Prediction), NVIDIA (NVDA:NVDA), and SoftBank.
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Nvidia's $4B Optics Push And Capacity Constraints Are Tailwinds For Aeluma
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive
Nvidia recently committed roughly $4B to secure photonics supply chains, including equity investments and multiyear capacity agreements with key optical suppliers such as Aeluma, Inc. Coherent Corp. and Lumentum Holdings both warn that indium phosphide (InP) wafer and device capacity may remain constrained for years, even after aggressive fab expansions. Photodetectors sit in the same InP-dependent ecosystem as high-power lasers, making receive-side device supply an underappreciated bottleneck as optical interconnect demand accelerates.
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Broadcom Takes Aim At NVIDIA, $100 Billion AI Sales Forecast (Upgrade)
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive
Broadcom is upgraded to a "Buy" following robust Q1 2026 results and a strong AI-driven outlook. AVGO delivered record Q1 AI revenue of $8.4 billion, raised FY 2027 AI sales guidance above $100 billion, and announced a $10 billion buyback. Forward EPS growth is expected to exceed 50% in FY 2026, with valuation now attractive at a 36x P/E on higher earnings.
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NVIDIA Gives Up On China
Published: March 05, 2026 by: 24/7 Wall Street
Sentiment: Neutral
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) expected to sell its H200 chips in China, and it expected to sell a lot of them.
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Answir Inc. Admitted to NVIDIA Inception Program to Accelerate Development of AI Investor Relations Platform
Published: March 05, 2026 by: Newsfile Corp
Sentiment: Neutral
Calgary, Alberta--(Newsfile Corp. - March 5, 2026) - Meadowbank Strategic Partners Inc. ("Meadowbank"), a Calgary-based investor relations ("IR") and capital markets advisory firm, today announced that Answir Inc., its artificial intelligence technology subsidiary, has been admitted to the NVIDIA Inception Program, an initiative designed to support and accelerate startups developing advanced AI technologies. The NVIDIA Inception Program provides qualifying companies with technical resources, infrastructure support, and access to NVIDIA's global ecosystem of developers, partners, and investors.
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NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral
NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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About NVIDIA Corporation (NVDA)
- IPO Date 1999-01-22
- Website https://www.nvidia.com
- Industry Semiconductors
- CEO Jen-Hsun Huang
- Employees 36000