2m 2m 2m 2m 2m 2m 2m
- $5.2TMarket Cap
- 17.15%1-Year Change
- SemiconductorsIndustry
NVIDIA (NVDA)
Key Performance
More- Earnings Score: 90
- Momentum Score: 47
- True Yield: 58
- Financial Health Score: 84
Latest Research & News
AI Researchers Say It Could 'Kill Us All.' Here's What It Actually Means for Your Portfolio.
AI researchers have publicly warned that AI could pose existential risks. The article examines what these warnings mean for investors with money in AI stocks, separating philosophical concerns from practical portfolio implications.
09/21/2026, 6:37 AM • The Motley Fool
The Vanguard Morningstar Growth ETF (VUG), which holds 147 large-cap growth stocks with 69.8% in technology, has delivered 12.1% annual returns since 2004, outpacing the S&P 500's 10.8%. A $250 monthly investment could grow to over $1.5 million in 30 years, though investors must tolerate higher volatility associated with growth stocks.
09/21/2026, 6:23 AM • The Motley Fool
Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.
While Nvidia and semiconductor stocks dominated the AI boom, software and cybersecurity stocks are emerging as the next phase winners. The iShares Expanded Tech-Software Sector ETF (IGV) has gained 15% this quarter as investors shift focus from AI infrastructure buildout to security concerns and concrete results. A potential slowdown in AI development could further benefit software companies that were previously threatened by AI disruption.
09/21/2026, 5:15 AM • The Motley Fool
President Trump criticized the Federal Reserve for not cutting interest rates, calling them "very political" and "doing the wrong thing." However, the article argues Trump overlooks two major inflation drivers: Trumpflation from his tariffs and Iran war policies, and AI infrastructure build-out causing hardware supply shortages and price pressures. With inflation 66 months above the Fed's 2% target, the FOMC is unlikely to heed Trump's rate-cut demands.
09/21/2026, 4:06 AM • The Motley Fool
Amazon and Uber both demonstrated consistent year-over-year growth over eight quarters, with Amazon maintaining significantly higher revenue totals. Both companies posted double-digit operating margins in Q2 2026. Amazon's AWS division showed strong AI momentum with 37% YoY growth, while Uber is expanding through autonomous vehicle partnerships with Amazon's Zoox and facing the end of its Waymo collaboration.
09/21/2026, 1:19 AM • The Motley Fool
Apple is poised for back-to-back years of double-digit revenue growth for the first time since 2012, driven by strong iPhone 18 sales and the upcoming premium iPhone Duo foldable device launching October 23 at $1,999. The company is within 2% of reaching a $5 trillion market cap and closing the gap on Nvidia as the world's most valuable company.
09/20/2026, 12:17 PM • The Motley Fool
Jensen Huang Just Announced Fantastic News for Nvidia Shareholders
Nvidia CEO Jensen Huang announced that the company will double the number of chips sold next year, citing strong global demand for AI across industries. This follows Nvidia's forecast of 70% year-over-year revenue growth for the next fiscal year. The announcement reinforces confidence in Nvidia's continued AI growth trajectory despite investor concerns about the sustainability of the AI infrastructure build-out.
09/20/2026, 12:10 PM • The Motley Fool
Could $5,000 Invested in SpaceX Help You Retire a Millionaire?
A $5,000 investment in SpaceX would need to increase 200-fold to reach $1 million, which is highly unlikely. While the stock itself is unlikely to make anyone a millionaire, SpaceX has potential for strong long-term returns if its ambitious bets—particularly Starship reusability and space-based data centers—succeed. The company's current valuation is driven by future potential rather than current business performance.
09/20/2026, 9:03 AM • The Motley Fool
Should You Buy Micron Stock Before Its Next Earnings Report?
Micron Technology is positioned to report strong fiscal Q4 earnings on Sept. 30, with Wall Street expecting 350% revenue growth and 11x EPS growth driven by AI infrastructure demand. Major tech companies like Amazon, Tesla, Nvidia, and SpaceX have publicly confirmed robust memory demand and increased capital spending. However, the article advises against timing purchases around earnings events, recommending instead a long-term dollar-cost averaging approach to build positions in memory makers benefiting from AI tailwinds.
09/20/2026, 5:30 AM • The Motley Fool
Prediction: Anthropic's IPO Will Be a Big Winner for Alphabet and Amazon Investors
Amazon and Alphabet are positioned to significantly benefit from Anthropic's upcoming IPO through their substantial early investments and major cloud compute commitments. Amazon holds approximately 20% stake worth $190.4 billion, while Alphabet holds nearly 13% worth $124.3 billion. Both companies have secured multi-billion dollar compute deals with Anthropic, positioning them to profit from the AI company's rapid growth and infrastructure spending.
09/20/2026, 5:15 AM • The Motley Fool
The S&P 500's top 10 holdings now account for approximately 40% of the index's value, the most concentrated since the mid-1960s. With nearly all top holdings being tech companies focused on AI, a significant pullback in this sector could drag down the broader market. History shows similar concentration preceded the dot-com bubble, suggesting investors should diversify portfolios and focus on quality companies with strong fundamentals.
09/20/2026, 3:30 AM • The Motley Fool
A $10,000 investment in the Invesco QQQ Trust at the dot-com peak on March 27, 2000 would have grown to approximately $72,000 today, but required enduring an 83% loss and a 15-year wait just to break even. While the long-term annualized return of 7.8% was respectable, the S&P 500 performed slightly better from the same entry point, highlighting the risks of concentrated growth indices near market peaks.
09/19/2026, 9:34 PM • The Motley Fool
Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026?
The article compares Applied Materials and Nvidia as semiconductor investment options. Nvidia dominates with $215.9B revenue and 55.6% net margins but faces valuation concerns and AI boom dependency. Applied Materials offers more stability with $28.4B revenue and lower valuation multiples but slower growth. The author recommends Applied Materials as the safer choice, citing concerns that AI growth may slow and regulatory threats could impact Nvidia.
09/19/2026, 9:15 PM • The Motley Fool
Should Investors Be Worried About an AI Bubble? Here's What History Says.
The article warns that AI could face a similar bubble burst as the dot-com crash, where the S&P 500 fell 45% and Nasdaq-100 lost 80%. While AI technology is transformative, investor emotions and excessive capital allocation often push valuations beyond reasonable levels. History suggests the bubble will eventually burst, though excess supply could ultimately benefit the broader economy by reducing technology costs.
09/19/2026, 4:15 PM • The Motley Fool
Is Arm Holdings Still a Hidden Winner of the AI Chip Race?
Arm Holdings, which licenses CPU designs rather than manufacturing chips, is positioned as a crucial but underappreciated player in the AI infrastructure boom. The company collects royalties on every unit shipped and is expanding beyond smartphones into data centers, where major tech companies like Amazon, Microsoft, Google, and Nvidia build Arm-based CPUs. With recent revenue growth of 23-24% and higher royalty rates from newer architectures, Arm has outperformed Nvidia over the past three years, though its valuation at 55x sales remains richly priced.
09/19/2026, 9:17 AM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/16/2026
Company Profile
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
Key Executives
- Jen-Hsun Huang
- Ajay K. Puri
- Colette Kress
- Debora Shoquist
- Timothy S. Teter
Current Ownership Distribution
- Institutions155.5B (76.89%)
- Mutual Funds46.6B (23.06%)
- Insiders100.6M (0.05%)
- Other0 (0.00%)