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Broadcom Is Quietly Stealing Nvidia's AI Thunder
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Positive
Broadcom is currently outperforming Nvidia, driven by expanding custom XPUs adoption and transformational AI partnerships, notably with OpenAI and Google. Broadcom's premium valuation (>46x forward earnings) reflects a high market confidence in its AI chip momentum and potential for significant new deals with hyperscalers. Multi-year revenue growth is expected, with FY 2026 outlook potentially exceeding +35% and strong backlog visibility through FY 2030 from Meta and Microsoft engagements.
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US to open up exports of Nvidia H200 chips to China, Semafor reports
Published: December 08, 2025 by: Reuters
Sentiment: Positive
The U.S. Commerce Department will soon allow Nvidia Corp's H200 chip to be exported to China, Semafor news outlet reported on Monday, citing a person with knowledge of the plan.
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Nvidia stock in the green: what's happening with the ‘AI darling' today?
Published: December 08, 2025 by: Invezz
Sentiment: Positive
Nvidia stock moved higher on Monday, beginning a week in which investor sentiment may be shaped heavily by an upcoming earnings report from artificial-intelligence chip rival Broadcom. Nvidia rose 0.4% to $183.07, though the stock remains down 8.4% over the past month amid intensifying scrutiny of custom silicon being developed by major technology platforms.
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Exclusive: SoftBank, Nvidia looking to invest in Skild AI at $14 billion valuation, sources say
Published: December 08, 2025 by: Reuters
Sentiment: Positive
Japan's SoftBank Group and Nvidia are in talks to invest in Skild AI, in a more than $1 billion funding round that could value the maker of foundation models for robots at around $14 billion, according to sources and a term sheet seen by Reuters.
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Here's how much Nvidia investors will receive in this month's dividend
Published: December 08, 2025 by: Finbold
Sentiment: Neutral
Nvidia (NASDAQ: NVDA) is paying its next quarterly dividend on December 26, 2025, when shareholders as of December 4, 2025, will receive $0.01 per share.
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How Nvidia's stock can benefit from this emerging trend in AI models
Published: December 08, 2025 by: Market Watch
Sentiment: Positive
As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors.
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Burry May Be Short, But BoA Sees Nvidia and Palantir Moving Higher
Published: December 08, 2025 by: 24/7 Wall Street
Sentiment: Negative
Dr. Michael Burry might have bearish positions on Nvidia (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and a lot of worrisome things to say about the AI trade (spoiler alert: he thinks it's in a bubble).
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5 Stocks to Buy as AI Enthusiasm Continues to Drive Semiconductor Sales
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive
AI-driven chip demand surges, lifting semiconductor outlook and spotlighting NVDA, SLAB, TSM, ADI and ASML as potential beneficiaries.
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Nvidia Takes Top Spot in the List of Best-Managed Companies of 2025
Published: December 08, 2025 by: WSJ
Sentiment: Positive
Tech companies continue to dominate in the Drucker Institute's annual ranking, although Intel and Adobe saw major drops
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‘China's Nvidia' shows that the global chip race is heating up as it basks in post-IPO glow
Published: December 05, 2025 by: Market Watch
Sentiment: Positive
Moore Threads Technology's stock rose more than 400% after the AI chip maker's Shanghai IPO on Friday.
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Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. VRT, EXPE, NVDA and RL are some such stocks.
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Is Trending Stock NVIDIA Corporation (NVDA) a Buy Now?
Published: December 05, 2025 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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Nvidia: The TPU Risks Look Heavily Overblown
Published: December 05, 2025 by: Seeking Alpha
Sentiment: Neutral
Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs may gain share within Google Cloud, but NVDA's platform remains the industry standard for general-purpose AI workloads.
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Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Dec 5)
Published: December 05, 2025 by: 24/7 Wall Street
Sentiment: Negative
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
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Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone?
Published: December 04, 2025 by: The Motley Fool
Sentiment: Neutral
Anthropic agreed to purchase $30 billion of computing capacity from Microsoft. Microsoft relies heavily on Nvidia's GPUs for its data center capacity.
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Prediction: In 5 Years, Many Artificial Intelligence (AI) Investors Will Regret Not Doing This
Published: December 04, 2025 by: The Motley Fool
Sentiment: Negative
Artificial intelligence (AI) stocks are trading at incredibly high valuations, and they could be due for significant corrections. Simply looking for stocks that are trading at low earnings multiples may not be enough to protect investors if AI is in a bubble and it bursts.
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Have $75,000 to Invest? Nvidia or Alphabet
Published: December 04, 2025 by: 24/7 Wall Street
Sentiment: Positive
Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025.
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Nvidia CEO Says Nuclear Is AI's Future — Oklo, NuScale Ready To Roar Back?
Published: December 04, 2025 by: Benzinga
Sentiment: Positive
NVIDIA Corp. (NASDAQ: NVDA) CEO Jensen Huang appeared Wednesday on “The Joe Rogan Experience" podcast and delivered a strong validation of the nuclear sector.
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Top Stocks to Double Up on Right Now
Published: December 04, 2025 by: The Motley Fool
Sentiment: Neutral
Shares of Nvidia, BBB Foods, and Trex are compelling right now for very different reasons. Nvidia's 15% pullback along with rising profit targets find the market cap king trading at forward earnings multiple that is a big discount to its current growth rate.
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Better Artificial Intelligence (AI) Stock for 2026: Nvidia vs. AMD
Published: December 04, 2025 by: The Motley Fool
Sentiment: Positive
AMD stock delivered stronger returns than Nvidia in 2025, and the stock can still be bought at a cheaper valuation. AMD management forecasts an acceleration in its growth next year, potentially paving the way for more upside.
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2 companies to hit $5 trillion market cap in 2026
Published: December 04, 2025 by: Finbold
Sentiment: Positive
Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are emerging as the two strongest candidates to reach, or in Nvidia's case revisit, a $5 trillion market capitalization in 2026, according to the latest market data and analyst forecasts reviewed by Finbold.
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Alphabet or Nvidia: Here's Who I Think Will Win the AI Chip War
Published: December 04, 2025 by: 24/7 Wall Street
Sentiment: Positive
It's the trillion-dollar question that many investors have surely been pondering in the past few weeks.
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Nvidia obviously currying favor to be able to sell chips in China, says Niles Investment's Dan Niles
Published: December 03, 2025 by: CNBC Television
Sentiment: Neutral
Dan Niles, Niles Investment Management, joins 'Power Lunch' to discuss Niles thesis on the AI landscape, Nvidia's charm offensive and much more.
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Trump met with Nvidia CEO Jensen Huang about export controls, CBS News' reporter says
Published: December 03, 2025 by: Reuters
Sentiment: Neutral
U.S. President Donald Trump met with chip giant Nvidia CEO Jensen Huang on Wednesday to discuss export controls, a CBS News reporter said in a post on X.
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NVDY: High Risk/High Reward Income ETF For Nvidia Bulls
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Positive
YieldMax NVDA Option Income Strategy ETF offers a high-risk, high-yield income play, best suited as a complement to a long NVDA position. NVDY's synthetic option-writing strategy delivers ~100% yield but exposes investors to persistent share price erosion and underperformance versus NVDA. Weekly distributions are attractive but highly variable; capital erosion risk is significant, especially if NVDA's price growth slows or reverses.
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Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA
Published: December 03, 2025 by: Schwab Network
Sentiment: Positive
Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss.
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Is Nvidia (NVDA) a Buy as Wall Street Analysts Look Optimistic?
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Neutral
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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Buy 3 Crypto-Centric Stocks as Bitcoin Shows Signs of Steady Rebound
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive
NVDA, HOOD and IBKR gain attention as Bitcoin rebounds, with fresh liquidity and rising confidence lifting crypto-linked sentiment.
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NVDA, INTC and AMD Forecast – Chips Look Strong Overall
Published: December 03, 2025 by: FXEmpire
Sentiment: Positive
Major tech names strengthen in pre-market trading, with Nvidia, Intel, and AMD all showing bullish setups. The analyst emphasizes buy-the-dip conditions, highlights key support levels, and notes ongoing momentum following significant rallies and recent corporate developments.
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Amazon Rushes Out Latest AI Chip to Take On Nvidia, Google
Published: December 02, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive
Amazon.com Inc.'s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google. Bloomberg's Mandeep Singh joins to discuss with Paul Sweeney and Alex Semenova.
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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