NVIDIA Corporation (NVDA)

US — Technology Sector
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News

NVIDIA Corporation (NVDA) Is a Trending Stock: Facts to Know Before Betting on It
NVDA
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news NVIDIA Corporation (NVDA) Is a Trending Stock: Facts to Know Before Betting on It
Nvidia's stock is down and AMD is up. The culprit may be Arista.
AMD, ANET, NVDA
Published: February 13, 2026 by: CNBC
Sentiment: Neutral

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after Arista Networks CEO Jayshree Ullal said her company is shifting some workloads. Ullal said that a year ago about 99% of deployments were Nvidia, and now about 20% to 25% use AMD.

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image for news Nvidia's stock is down and AMD is up. The culprit may be Arista.
Tech Boom & Defense Backlogs: 2 Sectors Poised to Outperform in 2026
LMT, NVDA
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

AI-fueled semiconductor surge and record defense backlogs position sectors like technology and defense for potential outperformance in 2026.

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image for news Tech Boom & Defense Backlogs: 2 Sectors Poised to Outperform in 2026
AI firms like OpenAI seek Nvidia alternatives
NVDA
Published: February 13, 2026 by: CNBC Television
Sentiment: Neutral

CNBC's Deirdre Bosa reports on news regarding OpenAI's new chip diversity model, how that impacts Nvidia, and more.

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image for news AI firms like OpenAI seek Nvidia alternatives
CPI Increased in Line With Expectations
AAP, CPI, MRNA, NVDA, WEN
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

As far as economic reports go, the good news just keeps on coming. Seemingly running on a separate track from investor fears about AI's future role in the economy, today's latest inflation read came in as well as anyone has the right to expect.

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image for news CPI Increased in Line With Expectations
Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
NVDA
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

NVDA's booming data center unit, fueled by AI demand and Blackwell shipments, may power the company to achieve its $65B Q4 revenue target.

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image for news Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?
NVIDIA's (NVDA) $100 Billion Bet For 2026
NVDA
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors will want to keep an eye on in 2026.

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image for news NVIDIA's (NVDA) $100 Billion Bet For 2026
Nvidia price target boosted on positive earnings setup ahead of GTC event
NVDA
Published: February 12, 2026 by: Proactive Investors
Sentiment: Positive

UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock's near-term upside as limited. The firm maintained a ‘Buy' rating on the chipmaker.

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image for news Nvidia price target boosted on positive earnings setup ahead of GTC event
If 2026 is the Year of Physical AI, NVIDIA is the Robotics Play to Watch
NVDA
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Positive

Whether or not 2026 really is the big year of physical AI (I think it's likelier to be the year when agentic AI breaks out) and robotics, much hype surrounds recent comments made by the great Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, who believes his firm has achieved a “ChatGPT moment” with regards to physical AI.

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image for news If 2026 is the Year of Physical AI, NVIDIA is the Robotics Play to Watch
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
MRVL, NVDA
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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image for news Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Mag 7 AI Arms Race: Heavy Capex, FCF Strain and One Clear Winner
AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

NVIDIA emerges as the clear winner as Big Tech's massive AI capex surge strains FCF, lifts debt, and reshapes Mag 7 balance sheets.

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image for news Mag 7 AI Arms Race: Heavy Capex, FCF Strain and One Clear Winner
Stock Market Sell-Off: 3 Stocks I'm Still Buying Now
MSFT, NVDA, TSM
Published: February 12, 2026 by: The Motley Fool
Sentiment: Neutral

Microsoft is still growing at a rapid pace. Nvidia expects monster growth in 2026.

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image for news Stock Market Sell-Off: 3 Stocks I'm Still Buying Now
Quantum Hype vs. Profits: Do NVDA and MSFT Have the Edge?
MSFT, NVDA
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

NVIDIA and Microsoft offer quantum exposure backed by strong growth forecasts and analyst backing, unlike loss-making pure plays chasing hype.

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image for news Quantum Hype vs. Profits: Do NVDA and MSFT Have the Edge?
Profiting From Growth And Income With Retirement Income Warrior
BGH, COIN, CRWD, CVX, EME, EPD, FCX, IONQ, NVDA, PANW, PLTR, XOM
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive

The Retirement Income Warrior, David Alton Clark, emphasizes stable retirement income, capital preservation, and a disciplined blend of growth and income portfolios. Actively harvesting gains from growth holdings and redeploying into durable 5–7% yield income stocks, reducing risk as retirement nears.

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image for news Profiting From Growth And Income With Retirement Income Warrior
Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
ADBE, AXON, CHTR, CMCSA, CRWD, CTSH, INTC, KHC, MU, NVDA, PAYX, PLTR, PYPL, TSLA
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Neutral

My methodology blends forward P/E ratios, company size, and default risk to rank Nasdaq 100 constituents by valuation. TSLA, INTC, AXON, PLTR, and CRWD are the most overvalued; PYPL, CTSH, ADBE, KHC, and PAYX are the most undervalued. Despite a $2.3trn market cap for the top 5 overvalued stocks, analysts expect higher earnings growth from the undervalued group.

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image for news Here Are The Most Overvalued And Undervalued U.S. Tech Stocks
2 Tech-Focused Funds Delivering Monthly Distributions And Discounted Valuations
BST, BSTZ, META, NVDA
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive

Technology stocks are benefiting tremendously from the AI revolution and the expected growth in earnings that it's expected to bring. This has pushed the broader indexes to become quite concentrated, and that could bring with it some risk, as valuation concerns exist as well. That said, if it can deliver on these expectations and earnings continue to trend higher, this performance can become sustainable.

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image for news 2 Tech-Focused Funds Delivering Monthly Distributions And Discounted Valuations
Top Democrat on US House China committee open to Nvidia H200 sales
NVDA
Published: February 11, 2026 by: Reuters
Sentiment: Positive

The top Democrat on a U.S. House of Representatives committee focused on China on Monday signaled that he is open to the sale of the older Nvidia generation of "Hopper" chips to China, a change from his predecessor's position.

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image for news Top Democrat on US House China committee open to Nvidia H200 sales
Nvidia stock bucks the market trend to surge around 1.5% after analysts lift target
NVDA
Published: February 11, 2026 by: Invezz
Sentiment: Positive

Nvidia stock moved higher early on Wednesday, even as broader markets struggled, after an analyst upgrade reinforced optimism around the chipmaker's earnings outlook and long-term artificial intelligence positioning. Nvidia shares rose about 1.5% to $191.84, outperforming major indices.

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image for news Nvidia stock bucks the market trend to surge around 1.5% after analysts lift target
The Big 3: MU, NVDA, QBTS
NVDA
Published: February 10, 2026 by: Schwab Network
Sentiment: Neutral

The "Fibonacci Princess" returns to the Big 3. Tammy Marshall with @ElliottWaveTrader highlights tech options trades she likes in Micron (MU), Nvidia (NVDA), and D-Wave Quantum (QBTS).

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image for news The Big 3: MU, NVDA, QBTS
Nvidia must live with guardrails around its AI chip sales to China, Lutnick says
NVDA
Published: February 10, 2026 by: Reuters
Sentiment: Negative

AI chip company Nvidia "must live with" the licensing terms on sales of its second most advanced AI chip to China, Commerce Department Secretary Howard Lutnick said at a hearing on Tuesday.

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image for news Nvidia must live with guardrails around its AI chip sales to China, Lutnick says
BoA Star Analyst Thinks NVIDIA and AMD are Undervalued. Which Is the Better Bet?
AMD, NVDA
Published: February 10, 2026 by: 24/7 Wall Street
Sentiment: Positive

Vivek Arya, a seasoned analyst over at Bank of America, still thinks NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) are great bets despite an explosive past few years of gains.

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image for news BoA Star Analyst Thinks NVIDIA and AMD are Undervalued. Which Is the Better Bet?
5 Blue-Chip Stocks to Buy as Dow Hits a New Milestone
AAPL, CRM, GS, NVDA, WMT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

As the Dow tops 50,000, AAPL, NVDA, GS, CRM and WMT stand out with strong growth drivers.

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image for news 5 Blue-Chip Stocks to Buy as Dow Hits a New Milestone
Nasdaq 100 and S&P500: Oracle Soars, Nvidia Climbs as US Indices Strengthen Into Jobs Data
NVDA, ORCL
Published: February 09, 2026 by: FXEmpire
Sentiment: Positive

Tech stocks lift US indices as Nvidia, Broadcom and Oracle drive a strong S&P 500 and Nasdaq rally ahead of key US jobs data and CPI this week.

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image for news Nasdaq 100 and S&P500: Oracle Soars, Nvidia Climbs as US Indices Strengthen Into Jobs Data
Micron's stock falls on fears about Nvidia's new chips, but investors may be overreacting
MU, NVDA
Published: February 09, 2026 by: Market Watch
Sentiment: Negative

Some investors have been worried about Micron's role serving Nvidia's forthcoming chip lineup, but one analyst says he still likes the company's positioning.

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image for news Micron's stock falls on fears about Nvidia's new chips, but investors may be overreacting
Cerebras: Nvidia Rival Gearing Up For IPO
CBRS, NVDA
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Positive

Cerebras Systems Inc. is an AI infrastructure innovator leveraging wafer-scale technology for ultra-fast processor speeds, recently valued at $23.0B after a $1.0B funding round. CBRS also struck a major deal with OpenAI worth up to $10B and resisted an acquisition attempt by Nvidia, highlighting strategic demand for its Wafer Scale Engine 3. I anticipate a strong IPO in Q2 '26, with valuation likely exceeding the recent private round, offering investors exposure to the surging AI Data Center market.

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image for news Cerebras: Nvidia Rival Gearing Up For IPO
Nvidia (NVDA) is a Top-Ranked Momentum Stock: Should You Buy?
NVDA
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Nvidia (NVDA) is a Top-Ranked Momentum Stock: Should You Buy?
Nvidia: Ready To Impress (Earnings Preview)
NVDA
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Positive

Nvidia Corporation's stock lags 12-13% below 52-week highs despite strong fundamentals and growing AI-driven demand from mega-cap customers like Meta, Microsoft, Alphabet, and Amazon. Q4 2026 revenue guidance of $65 billion plus 2% implies a potential beat near $67.3 billion, driven by full-rack solutions and AI software growth. NVDA's operating leverage is improving due to higher-margin integrated rack sales, software revenue from Nvidia AI Enterprise, and strategic price increases on GPUs.

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image for news Nvidia: Ready To Impress (Earnings Preview)
2 AI Stocks to Buy Over Palantir
AAPL, NVDA
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Neutral

There's been quite the volatility storm going on in shares of Palantir (NASDAQ:PLTR) of late.

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image for news 2 AI Stocks to Buy Over Palantir
Goldman Sachs Just Upgraded These 3 Stocks to a Buy Rating
BHVN, NVDA, VIK, VST
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Positive

Goldman initiated a buy rating on Biohaven targeting its IgAN treatment in an over $40B U.S. market.

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image for news Goldman Sachs Just Upgraded These 3 Stocks to a Buy Rating
Best Tech Stocks To Buy On The Earnings Week Dip
DAKT, DELL, LITE, NVDA, TSM
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive

This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.

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image for news Best Tech Stocks To Buy On The Earnings Week Dip

About NVIDIA Corporation (NVDA)

  • IPO Date 1999-01-22
  • Website https://www.nvidia.com
  • Industry Semiconductors
  • CEO Jen-Hsun Huang
  • Employees 36000

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.