Huawei's CloudMatrix 384, showcased at WAIC Shanghai, is emerging as a strong competitor to Nvidia's GB200 NVL72. Despite U.S ...

Nvidia's stock has surged, but growth is slowing, and the valuation now requires more optimistic assumptions to justify ...

Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

There's a simple reason why customers are still turning to Nvidia: Its graphics processing units (GPUs) continue to dominate ...

From meme stock rallies and sky-high call options to trillion-dollar tech valuations, signs of a new stock market bubble are ...

Wall Street’s relentless rally this summer has driven stock valuations close to record levels, prompting warnings that ...

South Korean startup FuriosaAI says it has landed LG as its first major customer. Here’s why the announcement is significant ...

The recent leg of the rally was driven by news that the U.S. government approved renewed sales of some AI chips in China, a ...

The current AI frenzy could potentially trigger a market crash more severe than the dot-com bubble burst of 1999.

First, let's just look at the simple chart for Nvidia (NVDA). The stock's old high at $153 (red bar) should provide support. The 40% downturn that occurred in the first four months of 2025 is history.

ASML stock crashed after it confirmed uncertain growth warning for 2026 losing over $30 billion in market value.

The bottom line: We raise our fair value estimate for wide-moat Nvidia to $170 from $140. We maintain our Very High fair ...