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: 43
- True Yield: 58
- Financial Health Score: 84
Latest Research & News
Bull Market Just Completed Year 4. Will It Finish Year 5? Here's What History Says.
The S&P 500 bull market has entered its fifth year. Historical analysis shows that 5 of 6 bull markets lasting at least four years since 1957 reached their fifth birthdays, suggesting the current rally could continue. While rising interest rates and AI stock valuations pose potential headwinds, strong earnings growth expectations (27% annually over 5 years), reasonable valuations (forward P/E of 19.1), and potential for broader market participation support further upside.
10/13/2026, 2:30 PM • The Motley Fool
Here's What a $2,500 Investment in Micron Could Be Worth by 2030
Micron is positioning itself to reduce cyclicality through long-term customer agreements and new production facilities coming online in 2027-2028. With AI data center spending projected to triple by 2030 and Micron trading at only 5.6x forward earnings, the article suggests a $2,500 investment could grow to $12,500 by 2030 if projections materialize.
10/13/2026, 2:27 PM • The Motley Fool
Social Security's Historic 2027 COLA: Here's Everything You Need to Know
Social Security beneficiaries will receive a 2027 cost-of-living adjustment (COLA) announcement on October 14, 2026. Independent estimates project a 3.5% increase, which would be the sixth-largest raise in 35 years and add approximately $73 monthly to average retired workers' benefits. However, despite above-average COLAs, beneficiaries have experienced a 36% loss in purchasing power since 2000 due to inflation outpacing the CPI-W index used for calculations. Rising inflation is driven by Trump's tariff policies, the Iran war affecting oil supplies, and AI infrastructure demand creating chip shortages.
10/13/2026, 1:06 PM • The Motley Fool
Broadcom Is Backing Anthropic and OpenAI With $92 Billion. Here's What It Means for Investors.
Broadcom is financing up to $92 billion in chip purchases for Anthropic ($42 billion senior debt + $18 billion junior debt) and OpenAI ($50 billion) to secure its position as the leading custom AI accelerator supplier. While this strengthens Broadcom's competitive advantage and growth potential, it also increases financial risk exposure, particularly given the specialized nature of XPUs which hold limited resale value outside their original designers.
10/13/2026, 12:24 PM • The Motley Fool
Arista Networks vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026?
Arista Networks and IBM represent different investment approaches: Arista offers high growth (38% recent revenue growth) and superior profitability (43% operating margin) with zero debt, but faces customer concentration risk; IBM provides diversified revenue streams across software, consulting, and cloud services with a lower valuation (18x P/E vs. 53x), though it carries higher debt (2.1x debt-to-equity). The author favors Arista for growth-oriented investors, while value investors may prefer IBM.
10/13/2026, 12:15 PM • The Motley Fool
AI Competition Moves Into Power as 51AIpower Focuses on Individual Infrastructure Participation
As AI services expand globally, electricity supply and data center operations have become critical bottlenecks. The IEA projects global data center electricity consumption will nearly double from 485 to 950 terawatt-hours by 2030, with AI-focused data centers tripling their consumption. 51AIpower addresses this infrastructure gap by allowing individuals to participate in supporting AI power and compute resources through Power Plans, earning rewards based on actual operating performance.
10/13/2026, 11:00 AM • GlobeNewswire
Bond Investors Are Wary of SpaceX's Borrowing Binge to Buy Nvidia Chips
SpaceX plans to borrow $40 billion to purchase Nvidia chips for AI infrastructure, which would double its existing debt. Bond investors are concerned about the company's ability to repay, as evidenced by a 76% surge in credit default swap prices since June. Despite having $100 billion in cash on hand from its recent IPO, SpaceX is burning through funds rapidly, raising questions about whether the company can compete in the AI space.
10/13/2026, 9:37 AM • The Motley Fool
Should You Invest in a Bond ETF Right Now? Here's What History Suggests.
Despite bond ETF prices declining due to rising Treasury yields (now at 24-year highs), the article argues this may present a buying opportunity. High current yields allow investors to lock in attractive income rates, potentially offering value similar to buying stocks after price pullbacks. With yields around 5.3% on 10-year Treasuries, bond ETFs could help investors outpace inflation better than equity dividends.
10/13/2026, 9:30 AM • The Motley Fool
Nvidia's $4 Trillion 2030 Projection Makes It the Best Buy in the Market
Nvidia CEO Jensen Huang projects $3-4 trillion in annual data center capital expenditures by 2030, indicating massive AI infrastructure growth ahead. With the stock trading at 29x trailing earnings and no growth beyond 2027 priced in, analysts argue Nvidia remains undervalued and positioned to benefit significantly from AI buildouts as hyperscalers face compute constraints and $500+ billion backlogs.
10/13/2026, 9:02 AM • The Motley Fool
If a Bear Market Is Underway, History Says This Is the Biggest Investing Mistake to Avoid
The article warns investors against panic selling during bear markets, which is identified as the biggest investing mistake to avoid. Historical data shows bear markets last an average of 1.5 years compared to 4.9 years for bull markets. Investors are advised to maintain a level-headed approach, understand their holdings, and keep cash reserves to buy during downturns rather than attempting to time the market.
10/13/2026, 8:15 AM • The Motley Fool
SpaceX Plans to Take on $40 Billion in New Debt. Here's Why Investors Should Get Used to This
SpaceX is planning to raise $40 billion in debt to purchase GPUs from Nvidia for AI development. The company's capital expenditure is accelerating dramatically, with projections of $200 billion annually in 2027-2028, up from $28.5 billion in the first half of 2026. While SpaceX has significant long-term growth potential in AI, investors face concerns about rising cash burn, debt servicing costs, and an already inflated $2.2 trillion valuation despite the company's lack of profitability.
10/13/2026, 7:30 AM • The Motley Fool
Broadcom vs. Nvidia: The AI Revolution Is Big Enough for Both. Here's the Better Buy.
Nvidia and Broadcom are both well-positioned for the AI infrastructure boom, with the market projected to reach nearly $2 trillion by 2027. Nvidia dominates GPU-based AI training with its CUDA moat and complete infrastructure platform, while Broadcom benefits from hyperscalers designing custom AI chips (ASICs) for inference workloads. The author recommends Broadcom as the better buy due to its smaller size offering more upside potential and ASICs gaining market share, though both stocks are attractive at current valuations.
10/13/2026, 7:14 AM • The Motley Fool
Applied Materials vs. Advanced Micro Devices: Which Semiconductor Stock Is a Better Buy in 2026?
The article compares Applied Materials, which manufactures semiconductor equipment, and Advanced Micro Devices (AMD), which designs high-performance processors. While both benefit from AI demand, AMD is recommended as the better buy due to its direct competition in the AI chip market, six consecutive quarters of above-30% growth, and strategic partnerships with major AI companies. Applied Materials is viewed as a solid diversified play but lacks AMD's central position in the AI boom.
10/13/2026, 7:04 AM • The Motley Fool
Trump's investment team executed 517 trades in August 2026, selling up to $5 million in AMD stock while purchasing up to $25 million in Meta Platforms. The AMD sale may reflect concerns about potential AI bubble bursting, while the Meta purchase capitalizes on its valuation as one of the cheapest Magnificent Seven stocks and its AI integration into advertising platforms.
10/13/2026, 4:06 AM • The Motley Fool
TSMC reported Q3 revenue of $46.7 billion, up 41% year-over-year and exceeding both management guidance and analyst expectations. The growth is driven by robust AI chip demand, rapid 2-nanometer production ramp-up with premium pricing, and massive capacity expansions. Trading at 27x earnings with a strong competitive moat, TSMC is positioned for sustained mid-20s revenue growth through 2029.
10/12/2026, 6:30 PM • 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%)