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Top ETF Stories of 2025
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Positive
From AI dominance to gold's historic surge and global stocks beating the United States, 2025 was a blockbuster year for ETFs like GLD, GDX, EZU & IDV.
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Mercer: Robotics to Lead "Next" Mag 7, AI Spending to Stay Robust
Published: January 05, 2026 by: Schwab Network
Sentiment: Positive
While data centers have taken investor focus over recent months, Zeno Mercer believes many are missing the next leg of markets in robotics. He sees companies that "separate the physical and digital world" while using the best of both will become the "next" Mag 7.
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Nvidia CEO Jensen Huang talks about his company's latest innovations at CES 2026
Published: January 02, 2026 by: Yahoo Finance
Sentiment: Positive
Nvidia CEO Jensen Huang talks about his company's latest innovations at CES 2026 About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
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2025 AI Lessons, NVDA v. GOOGL in 2026 & AAPL Quiet Wins
Published: January 02, 2026 by: Schwab Network
Sentiment: Positive
The lesson Austin Lyons says he will take away from 2025 is the deep ties AI has to the CapEx story. Companies like Nvidia (NVDA) and TSMC (TSM) are juggernauts he expects to benefit as AI spending accelerates in 2026.
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What to know about Nvidia's massive spending spree
Published: January 02, 2026 by: CNBC Television
Sentiment: Neutral
CNBC's Kristina Partsinevelos reports on Nvidia's massive spending spree.
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This Billionaire Investor Dumped Palantir for Nvidia Last Quarter. Why It's a Brilliant Move
Published: January 02, 2026 by: 24/7 Wall Street
Sentiment: Negative
It seems quite risky to place a bet on either Palantir (NASDAQ:PLTR) or Nvidia (NASDAQ:NVDA) moving forward, given valuations and the high stakes, as investors fear and dread an AI bubble bust.
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"Nothing's Going to Kill Nvidia," Competition to Impact NVDA Margins
Published: January 02, 2026 by: Schwab Network
Sentiment: Neutral
Ahead of CES 2026, Frances Newton talks about what Nvidia (NVDA) can do to further establish dominance in the AI chipmaking industry. While rising competition is something she believes will hit margins, she makes the case that "nothing's going to kill Nvidia" with persistent supply constraints.
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Chip stocks rally to start 2026 after third-straight winning year
Published: January 02, 2026 by: CNBC
Sentiment: Positive
Chipmaking stocks rallied to kick off 2026, led by ASML, Intel and Micron Technology. The sector had a strong 2025 with the ongoing AI buildout as hyperscalers spent big to meet massive datacenter demand.
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Where Does Nvidia and the Semiconductor Stocks Stand Going Into 2026?
Published: January 02, 2026 by: 24/7 Wall Street
Sentiment: Neutral
The semiconductor stocks might have endured a bumpier ride in the second half of 2025, but there might be no slowing them down as 2026 kicks off and a new slate of AI trends looks to reignite enthusiasm for many of the stocks that have sold off in recent weeks.
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Is Capital Group Dividend Value ETF Good For Retirees? | CGDV
Published: January 02, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Retirees seeking dividend income face a fundamental choice: prioritize immediate cash flow or accept lower yield for capital appreciation.
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Nvidia: $20B Groq Deal, Valuation, And More (Rating Upgrade)
Published: January 02, 2026 by: Seeking Alpha
Sentiment: Positive
In this article, we break down Nvidia Corporation's $20B acquisition of AI chip startup Groq. Furthermore, we reassess Nvidia's long-term risk/reward using TQI's Valuation model. Spoiler alert: Nvidia is now a modest Buy in my book. Read on to learn more.
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Nvidia will remain a winner this year, says Constellation Research's Ray Wang
Published: January 02, 2026 by: CNBC Television
Sentiment: Positive
Ray Wang, Constellation Research chairman, joins 'Squawk Box' to discuss tech stocks in the new year, the companies that will outperform and much more.
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Micron's Nvidia Moment Is Here
Published: January 01, 2026 by: Seeking Alpha
Sentiment: Positive
Micron is experiencing explosive demand for High Bandwidth Memory, driving significant margin and earnings expansion. Q1 2026 results showed 21% QoQ revenue growth and gross margins at 57%, up 17 points YoY, fueled by HBM sales. All HBM capacity for 2025 and 2026 is sold out under fixed agreements, supporting robust forward guidance and a buy rating.
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My Most Important Dividend Growth Picks For The Market's Next Phase
Published: January 01, 2026 by: Seeking Alpha
Sentiment: Positive
The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.
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Nvidia Is About to Deliver a Huge Late Christmas Gift to Investors
Published: January 01, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Although Nvidia ‘s (NASDAQ:NVDA) shares jumped 38% over the course of 2025, reflecting strong early-year momentum driven by artificial intelligence (AI) demand, the second half of the year was something of a disappointment : The stock largely traded sideways as questions about slowing growth, supply constraints, competitive pressures, and valuation grew.
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$160 million worth of export-controlled Nvidia chips were allegedly smuggled into China
Published: December 31, 2025 by: CNBC Television
Sentiment: Negative
CNBC's Eamon Javers joins 'The Exchange' with an update to a government investigation into an alleged Nvidia chip smuggling network.
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Nvidia Is Getting Creative as Options to Use Its Cash Flood Narrow
Published: December 31, 2025 by: WSJ
Sentiment: Positive
Blowout artificial-intelligence spending fills chip maker's coffers, but the Groq deal shows that the company needs to think creatively.
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Buy 5 Solid Semiconductor Stocks of 2025 With Room for Growth in 2026
Published: December 31, 2025 by: Zacks Investment Research
Sentiment: Positive
AI-driven chip demand powered a strong 2025 and sets up more growth in 2026, making ADI, MTSI, SLAB and NVDA compelling buys.
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Why Nvidia (NVDA) is a Top Growth Stock for the Long-Term
Published: December 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Nvidia scrambles to supply H200 chips as China demand soars
Published: December 31, 2025 by: Proactive Investors
Sentiment: Positive
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is rushing to keep up with strong demand from Chinese tech firms for its H200 AI chips and has asked contract manufacturer Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to help ramp up production, according to Reuters. Sources told the news agency that Chinese tech firms have placed orders for more than 2 million H200 chips for delivery in 2026, while Nvidia currently has only about 700,000 units in stock.
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New Year's Eve Stock Movers: NVDA, TSLA
Published: December 31, 2025 by: Schwab Network
Sentiment: Neutral
2025 is ending with the S&P 500 gaining double-digits for the 3rd straight year. Kevin Green takes us through the biggest stories of the year, including the ramp up of A.I.
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Nvidia works to meet strong H200 demand from Chinese tech companies — Reuters
Published: December 31, 2025 by: CNBC Television
Sentiment: Positive
CNBC's Kristina Partsinevelos reports on Nvidia as the semiconductor giant works to meet strong H200 demand from Chinese tech companies, according to Reuters.
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Nvidia Looks to Acquire Israeli AI Startup AI21 Labs
Published: December 30, 2025 by: PYMNTS
Sentiment: Positive
Nvidia is reportedly in advanced discussions to acquire Israeli artificial intelligence (AI) startup AI21 Labs. The company is among the few startups in Israel working on a large-scale language model for artificial intelligence, Israeli tech publication Calcalist reported Tuesday (Dec. 30).
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3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive
NVIDIA, IDXX and Microsoft shine on ESG metrics, fueling investor interest with strong returns and ambitious 2030 goals.
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Beyond Nvidia: Dan Ives Names Top AI Stocks For 2026
Published: December 30, 2025 by: Benzinga
Sentiment: Positive
Wall Street is already looking past 2025 and positioning for the next phase of the artificial intelligence boom, and Wedbush analyst Dan Ives says investors should focus on the “AI ripple effect” winners beyond just chipmakers.
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4 Founder-Run Stocks That Offer Solid Long-Term Growth Potential
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive
NVIDIA, Palantir, Blackstone and Robinhood stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
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Tech's biggest bull lists his Top 5 AI stocks for 2026, and Nvidia's isn't one of them
Published: December 30, 2025 by: Market Watch
Sentiment: Positive
Besides Nvidia, Wedbush's Dan Ives recommended three other “Magnificent Seven” stocks to play the AI trade, plus a “cult” stock and a software company.
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Nvidia in advanced talks to buy Israel's AI21 Labs for up to $3 billion, report says
Published: December 30, 2025 by: Reuters
Sentiment: Positive
Nvidia is in advanced talks to buy Israel-based AI startup AI21 Labs for as much as $3 billion, the Calcalist financial daily reported on Tuesday.
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AI Arms Race Drives Capex Boom: 3 AI Stocks to Watch in 2026
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive
The Artificial Intelligence arms race is going to enter a decisive phase after years of heavy investment in chips, data centers and foundational models. The focus is now shifting toward scale, monetization and competitive advantage.
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Is Nvidia stock still a millionaire maker?
Published: December 30, 2025 by: Finbold
Sentiment: Neutral
Considering it's up nearly 23,000% over the past ten years, Nvidia (NASDAQ: NVDA) has undoubtedly changed the lives of many investors. But is Nvidia stock still a millionaire maker?
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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