
Penguin Solutions CEO Kash Shaikh appeared on CNBC on July 29 with his thesis for the current AI cycle: “Memory is the new compute, especially with agentic AI.
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
| Revenue (TTM) | $253.49B |
| Gross Profit (TTM) | $187.95B |
| EBITDA | $165.51B |
| Operating Margin | 65.60% |
| Return on Equity | 114.30% |
| Return on Assets | 52.70% |
| Revenue/Share (TTM) | $10.42 |
| Book Value | $8.07 |
| Price-to-Book | 24.35 |
| Price-to-Sales (TTM) | 18.82 |
| EV/Revenue | 18.51 |
| EV/EBITDA | 24.31 |
| Quarterly Earnings Growth (YoY) | 214.50% |
| Quarterly Revenue Growth (YoY) | 85.20% |
| Shares Outstanding | $24.22B |
| Float | $23.23B |
| % Insiders | 3.98% |
| % Institutions | 71.53% |
Volatility is currently contracting

Penguin Solutions CEO Kash Shaikh appeared on CNBC on July 29 with his thesis for the current AI cycle: “Memory is the new compute, especially with agentic AI.

SANTA CLARA, Calif., July 29, 2026 (GLOBE NEWSWIRE) -- NVIDIA will host a conference call on Wednesday, August 26, at 2 p.m.

Nvidia Corporation invests $5B in Safe Superintelligence, Inc. to gain privileged access to frontier AI research and future workload insights. NVDA's strategic rationale centers on closing its research feedback loop, countering hyperscaler customers' shift toward custom silicon and proprietary models. Financial modeling shows SSI need only help protect ~$730M in annual after-tax profit starting year eight to justify NVDA's investment.

Nvidia Corporation demonstrates industry-leading profitability with a 74.15% gross margin and 112.2% TTM ROIC, outpacing peers. Driven by AI demand and consistent performance, NVDA stands out as a resilient and rewarding stock for growth-focused investors. NVDA shifted the debate away from "who has the best chip," to which company has the best system‑level architecture.

Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill.

Pre-market futures are flat-to-down ahead of today's open, with overseas turbulence in the memory chip market reverberating on domestic shores. We also see something of a hesitation in trading ahead of this afternoon's Fed decision on interest rates.

Mark Cuban and Michael Burry warned the AI boom is worryingly reliant on Nvidia after so many deals. Cuban said it was "truly scary" that it "all could crumble" if Nvidia makes a misstep.

A quarter-points rate hike has been bandied about as a possibility today.

Nvidia (NVDA) shares fell around 2% on Wednesday, extending a recent selloff in semiconductor stocks as investors weighed rising geopolitical tensions, higher oil prices, and growing questions over the sustainability of artificial intelligence spending. The stock traded around $192, remaining below the psychologically important $200 level.

The AI capex cycle keeps compounding, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the wheel.
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