Nvidia Corporation's $4T valuation may be overhyped as rising competition and substitution risks threaten its dominance. Click for my NVDA update.

A bold $6 trillion Nvidia forecast predicts booming AI demand will fuel the chipmaker's next leg higher as data center spending keeps surging.

This comes as US-China tensions ease, with China loosening rare earth exports and the US restoring chip design software access.

Nvidia overcame trade tensions to achieve record free cash flow and strong revenue growth. Click here to read an analysis of NVDA stock now.

Alphabet and Adobe Alphabet and Adobe are among the least loved stocks on the market right now. Despite years of strong performance and excellent shareholder returns, each now trades at a significant discount to the broader market,

NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and continuing to rally despite ongoing trade tensions, export restrictions, and geopolitical uncertainty.

Nvidia CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 computer chips used to develop artificial intelligence to China — a reversal of administration policy.

Paris (CNN) — Chipmaker Nvidia will exclude the Chinese market from its revenue and profit forecasts following the imposition of tough US restrictions on chip sales to China, its CEO said Thursday.

The export controls on China have had a tangible impact on Nvidia, which, despite reporting a blockbuster 69% increase in quarterly revenue, missed out on $2.5 billion in revenue from being unable ...

Nvidia (NASDAQ: NVDA) has been a cornerstone of the artificial intelligence (AI) boom. The stock has advanced 1,070% since January 2023 as the company has reported tremendous financial results, driven by strong demand for its graphics processing units (GPUs) and other data center infrastructure.