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The Latest Breaking News from NVDA

Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown

Micron Technology Inc. (NASDAQ:MU) has long been Wall Street’s go-to AI memory stock, but that could soon change as SK Hynix prepares for what could be a record-breaking Nasdaq debut, bringing Nvidia Corp.‘s (NASDAQ:NVDA) two biggest high-bandwidth memory suppliers onto the same U.S. exchange.

Benzinga

Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.

Seaport Global maintains its "Sell" rating on Nvidia due to balance sheet worries.

Barchart

AMD Beats NVDA in 1H26 Returns. Here’s What's Next for 2H26.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Barchart

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Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Benzinga

Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Benzinga

EXCLUSIVE: Market Expert Jay Woods Picks Top 2 Magnificent Seven Stocks For Rest of 2026, 2027

Prior to the start of 2026, Freedom Capital Markets Chief Market Strategist Jay Woods named Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Tesla (NASDAQ:TSLA) as his favorite Magnificent Seven stocks for the year.

Benzinga

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

Benzinga

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Top 3 Bull Put Spread Setups for July 2026

The stock market is showing some encouraging signs with two bullish candlesticks in a row, and if that continues, bull put spread trades could do well.

Barchart

This Analyst Just Raised the Price Target on AMD Stock. Here's Why.

Wells Fargo raises price target on AMD stock to $615. Here’s why the firm remains bullish on AMD shares for the remainder of 2026.

Barchart

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

Barchart

Nvidia Stock Is in the ‘Twilight Zone.’ These Analysts Say You Should Buy It Now Before It Breaks Free.

As Nvidia stock finds itself within a phantom phase, Wedbush believes the current pullback could be a rare opportunity.

Barchart

Even CEOs Need Cash: Insider Selling Is Not the Only Signal in AI Stocks

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

MarketBeat

PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia

Palantir stock inches up on a fresh AI partnership with Nvidia. But does that warrant buying PLTR shares at about 97x forward earnings?

Barchart

Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.

While Nvidia stock has underperformed, its industry-leading revenue growth and expanding AI ecosystem beyond GPUs indicate solid upside ahead.

Barchart

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MarketBeat

Is OpenAI’s IPO Delay a Warning for AI Investors?

A selloff across multiple chipmakers may be a sign that the market is spooked by the prospect of massive AI IPOs, but many other factors could contribute as well.

Barchart

With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

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Barchart

Nvidia Stock Is Trading at a Discount, But It Won’t Be for Long

Although there is a case to be made that NVDA stock could be relatively cheap, options traders will want to be deliberate in their approach.

Barchart

NVDA Stock Alert: The Prices of Nvidia’s Chips Could Drop for Some Time Amid Intensifying Competition

Indicators show that the price of the tech giant's chips are sinking.

Barchart

The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

Barchart

Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways

While Nvidia might have lost its position as the pre-eminent AI play, the stock looks like a buy on tepid valuations.

Barchart

Nvidia Just Claimed a New AI Crown. That Means NVDA Stock Investors Have a New Reason to Buy.

Nvidia's rise to the top of the data center Ethernet switching market highlights how the company is expanding beyond GPUs and deepening its AI infrastructure moat.

Barchart

Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?

Microsoft and NVIDIA are AI giants, but which stock is the better buy? Compare growth, valuation, dividends, and Wall Street ratings.

Barchart

Nvidia Books Massive $85 Billion in Orders for Jumbo Bond Sale. What That Means for NVDA Stock.

Nvidia pulled off a rare $25 billion bond sale, drawing over $85 billion in orders as investors scramble for AI exposure. Here is what it means for the chip giant.

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