Nvidia (NVDA -1.01%) investors will appreciate these developments.
*Stock prices used were the afternoon prices of July 22, 2026. The video was published on July 24, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Nvidia: Accelerating Revenue ExpansionNvidia (NVDA -0.92%) primarily generates revenue by providing advanced graphics, computational, and networking solutions for diverse applications.
It commenced full production of its new hardware architecture, Vera Rubin, and faced regulatory scrutiny over export controls, while reporting a 72% net income margin for the quarter ended April 26, 2026.
Planet Labs: Incremental Revenue GainsPlanet Labs PBC (PL -8.45%) primarily generates revenue by deploying satellite constellations to provide frequent, worldwide geospatial data.
It secured an eight-figure government contract extension, while generating a -148% net income margin for the quarter ended April 30, 2026.
Why Revenue Matters for Retail InvestorsRevenue is a fundamental measure of how much money a business brings in from its core operations before deducting any expenses. Tracking this figure helps investors understand the total scale and top-line growth trajectory of a business.
Quarterly Revenue for Nvidia and Planet Labs PBCQuarter (Period End)Nvidia RevenuePlanet Labs PBC RevenueQ3 2024$30.0 billion (period ended July 2024)$61.1 million (period ended July 2024)Q4 2024$35.1 billion (period ended Oct. 2024)$61.3 million (period ended Oct. 2024)Q1 2025$39.3 billion (period ended Jan. 2025)$61.6 million (period ended Jan. 2025)Q2 2025$44.1 billion (period ended April 2025)$66.3 million (period ended April 2025)Q3 2025$46.7 billion (period ended July 2025)$73.4 million (period ended July 2025)Q4 2025$57.0 billion (period ended Oct. 2025)$81.3 million (period ended Oct. 2025)Q1 2026$68.1 billion (period ended Jan. 2026)$86.8 million (period ended Jan. 2026)Q2 2026$81.6 billion (period ended April 2026)$94.2 million (period ended April 2026)Data source: Company filings. Data as of July 24, 2026.
Foolish TakeNvidia’s sales are so much larger than Planet Labs that, side by side, the latter doesn’t show up on a chart. Even so, one attribute they both share is that revenue is rising on a quarterly basis. That’s an outstanding achievement, and illustrates the substantial customer demand fueling their businesses.
As a part of the emerging space-based economy, Planet Labs delivered impressive 42% year-over-year sales growth in its fiscal first quarter ended April 30. The company’s backlog of business rose an even higher 72% year over year to over $900 million, signaling sales will continue to increase over time. In fact, Planet Labs forecasted revenue to be in the range of $102 million to $107 million for the next quarter, a significant jump up from the $73.4 million produced in the prior year.
Despite the strong growth Planet Labs is experiencing, Nvidia’s sales are even stronger. Its $81.6 billion in its fiscal Q1, ended April 26, represented a massive 85% year-over-year increase. The semiconductor giant expects revenue to accelerate to $91 billion in the next quarter, up nearly double from $46.7 billion achieved in the previous year. This level of growth demonstrates the enormous demand for Nvidia’s products powering the booming artificial intelligence sector.
"Nvidia (NVDA) is firing on all cylinders but not getting any of the benefits," says Ray Wang. He says the demand for it and AI are there and has a $280 price target for the stock, pointing to significant earnings growth backing his bullish expectations.
Bleakley Financial Group LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 783,079 shares of the computer hardware maker’s stock after purchasing an additional 71,372 shares during the quarter. NVIDIA comprises about 2.1% of Bleakley Financial Group LLC’s investment portfolio, making the stock its 7th largest position. Bleakley Financial Group LLC’s holdings in NVIDIA were worth $136,569,000 at the end of the most recent quarter.
Several other large investors also recently made changes to their positions in NVDA. Norges Bank bought a new position in shares of NVIDIA in the fourth quarter worth about $62,244,133,000. J. Stern & Co. LLP grew its stake in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after purchasing an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in shares of NVIDIA by 896.4% in the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after purchasing an additional 70,283,539 shares in the last quarter. Capital Research Global Investors increased its holdings in shares of NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.
Insider Buying and Selling In other news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,901,125 shares of company stock valued at $410,583,015 over the last 90 days. 3.94% of the stock is owned by corporate insiders.
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears NVIDIA Trading Down 0.9% Shares of NVDA stock opened at $206.84 on Friday. The company has a market capitalization of $5.01 trillion, a PE ratio of 31.68, a price-to-earnings-growth ratio of 0.41 and a beta of 2.21. The firm has a 50 day moving average price of $207.85 and a two-hundred day moving average price of $195.81. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. During the same period in the previous year, the company posted $0.81 EPS. The firm’s quarterly revenue was up 85.2% on a year-over-year basis. As a group, analysts predict that NVIDIA Corporation will post 8.79 earnings per share for the current year.
NVIDIA announced that its Board of Directors has authorized a share repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.
NVIDIA Increases Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date was Thursday, June 4th. NVIDIA’s dividend payout ratio is presently 15.31%.
Analyst Ratings Changes A number of research analysts have commented on the company. New Street Research decreased their price objective on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. JPMorgan Chase & Co. upped their price target on NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Benchmark reiterated a “buy” rating and issued a $335.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Thursday, May 21st. Finally, UBS Group boosted their price objective on NVIDIA from $275.00 to $280.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and an average price target of $304.26.
View Our Latest Stock Analysis on NVIDIA
About NVIDIA (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits
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Bryn Mawr Trust Advisors LLC reduced its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 5.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 74,844 shares of the computer hardware maker's stock after selling 4,672 shares during the quarter. Bryn Mawr Trust Advisors
Evernest Financial Advisors LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 19.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,649 shares of the computer hardware maker’s stock after selling 2,973 shares during the period. Evernest Financial Advisors LLC’s holdings in NVIDIA were worth $2,206,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also added to or reduced their stakes in the company. Lifetime Wealth Management P.C. purchased a new position in shares of NVIDIA during the fourth quarter valued at $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA during the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC grew its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the second quarter worth $40,000. Finally, Inspire Investing LLC purchased a new stake in shares of NVIDIA during the 4th quarter valued at $44,000. 65.27% of the stock is currently owned by institutional investors.
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears Insider Transactions at NVIDIA In related news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John Dabiri sold 625 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total value of $133,750.00. Following the transaction, the director owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,901,125 shares of company stock valued at $410,583,015 in the last ninety days. 3.94% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes Several research analysts recently weighed in on NVDA shares. The Goldman Sachs Group restated a “buy” rating and set a $285.00 target price (up from $250.00) on shares of NVIDIA in a research note on Wednesday, May 20th. TD Cowen reissued a “buy” rating and issued a $275.00 price target (up from $235.00) on shares of NVIDIA in a report on Friday, May 15th. Tigress Financial restated a “strong-buy” rating and set a $425.00 price target (up from $360.00) on shares of NVIDIA in a research note on Wednesday, May 27th. Daiwa Securities Group upped their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the company an “outperform” rating in a report on Friday, May 22nd. Finally, Susquehanna reaffirmed a “positive” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Tuesday, May 12th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average price target of $304.26.
Check Out Our Latest Stock Report on NVDA
NVIDIA Price Performance NASDAQ:NVDA opened at $206.84 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The company has a 50 day moving average price of $207.85 and a 200-day moving average price of $195.81. NVIDIA Corporation has a 1-year low of $164.07 and a 1-year high of $236.54. The firm has a market cap of $5.01 trillion, a price-to-earnings ratio of 31.68, a price-to-earnings-growth ratio of 0.41 and a beta of 2.21.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.81 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current year.
NVIDIA declared that its Board of Directors has initiated a share repurchase plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.
NVIDIA Increases Dividend The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is currently 15.31%.
NVIDIA Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
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Calamos Wealth Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 976,409 shares of the computer hardware maker’s stock after purchasing an additional 19,758 shares during the period. NVIDIA comprises approximately 5.9% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Calamos Wealth Management LLC’s holdings in NVIDIA were worth $170,286,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of NVDA. Norges Bank bought a new position in shares of NVIDIA during the fourth quarter worth about $62,244,133,000. J. Stern & Co. LLP grew its holdings in NVIDIA by 13,709.1% in the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after purchasing an additional 124,849,603 shares during the period. Cardano Risk Management B.V. grew its stake in shares of NVIDIA by 896.4% in the 4th quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after buying an additional 70,283,539 shares during the period. Capital Research Global Investors increased its holdings in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities research analysts recently commented on NVDA shares. KeyCorp reissued an “overweight” rating and issued a $330.00 price target (up from $310.00) on shares of NVIDIA in a research report on Tuesday, July 14th. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a research note on Thursday, May 21st. Wolfe Research reiterated an “outperform” rating and set a $275.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 price target (up from $265.00) on shares of NVIDIA in a report on Tuesday, May 12th. Finally, Seaport Research Partners upped their target price on shares of NVIDIA from $140.00 to $180.00 and gave the stock a “sell” rating in a report on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average target price of $304.26.
Get Our Latest Stock Report on NVDA
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears Insider Buying and Selling In other news, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This trade represents a 11.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,901,125 shares of company stock valued at $410,583,015 over the last quarter. Corporate insiders own 3.94% of the company’s stock.
NVIDIA Stock Down 0.9% Shares of NASDAQ:NVDA opened at $206.84 on Friday. The firm has a market capitalization of $5.01 trillion, a P/E ratio of 31.68, a P/E/G ratio of 0.41 and a beta of 2.21. The stock has a 50 day moving average price of $207.85 and a 200-day moving average price of $195.81. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. During the same quarter last year, the firm posted $0.81 earnings per share. The company’s revenue for the quarter was up 85.2% on a year-over-year basis. As a group, equities research analysts anticipate that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.
NVIDIA Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were given a dividend of $0.25 per share. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s dividend payout ratio is 15.31%.
NVIDIA declared that its board has initiated a stock repurchase program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s board of directors believes its shares are undervalued.
NVIDIA Company Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
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The stock market has spent much of 2026 rewriting the record books. Artificial intelligence spending continues to climb, hyperscalers are expected to commit over $1 trillion to new data centers next year, electricity demand is reaching levels utilities have never planned for, and IPO valuations have returned to nosebleed territory. Even Washington is setting records, with U.S. debt-to-GDP surpassing peaks last seen during World War II. It is becoming the year of superlatives.
Yet history shows that when every trend reaches an extreme at the same time, investors should spend as much time thinking about risk as they do opportunity.
Investors Have Never Been This Eager to Buy Stocks The clearest sign of investor enthusiasm comes from data from Strategas Research Partners and Bloomberg, which shows U.S. equity exchange-traded funds have attracted $880 billion of net inflows so far in 2026 — or more than every full-year total except the record set in 2025.
Even more striking, inflows are running more than twice the pace seen at this point in both 2021 and 2025. If the current trend continues, investors will pour more than $1.4 trillion into U.S. equity ETFs this year — roughly $500 billion above last year’s record of approximately $920 billion. Those aren’t just healthy inflows. They’re unprecedented.
The surge reflects investors’ confidence that AI investment, corporate earnings, and economic growth can continue supporting higher stock prices. Given the scale of spending announced by companies including Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META), that optimism isn’t difficult to understand.
Granted, strong inflows don’t automatically signal a market top. Bull markets often attract more buyers as confidence grows. The problem is that record optimism usually leaves less cash on the sidelines to cushion markets when sentiment changes.
Leverage is a powerful accelerator. Rising markets magnify gains because borrowed money increases purchasing power. Conversely, falling markets can trigger margin calls that force investors to sell into already declining prices, creating a self-reinforcing cycle.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Ironically, another corner of the market is already showing signs of stress. According to Reuters and LSEG Lipper data, U.S. investment-grade bond funds and ETFs suffered a record $7.1 billion in weekly withdrawals for the week ended July 22 after an inflation scare pushed Treasury yields higher.
That shift highlights how quickly investor positioning can change when inflation expectations or interest rates move unexpectedly.
Records Don’t Last Forever None of this means a crash is inevitable. Corporate profits remain healthy, AI investment continues expanding, and many technology leaders are generating enormous cash flows that justify continued spending. Those fundamentals are real.
That said, markets rarely move in a straight line forever. Today’s combination of record ETF inflows, record leveraged ETF buying, record margin debt, record AI capital spending, record data center construction, record electricity demand, record IPO valuations, and record federal debt creates a market with very little room for disappointment.
Whether the catalyst is sticky inflation, higher interest rates, slowing earnings growth, geopolitical tensions, or an unexpected economic shock, markets that become crowded on one side can reverse faster than many investors expect.
Key Takeaway In short, the numbers tell a simple story: investors — domestic and foreign — have embraced U.S. stocks with unprecedented conviction. That confidence has been rewarded so far, but it has also pushed positioning to historical extremes.
Smart investors don’t need to abandon the market simply because optimism is high. They should, however, recognize that record inflows and record leverage often amplify both gains and losses. Ultimately, the best defense isn’t predicting the next correction—it’s building a diversified portfolio, avoiding excessive borrowing, and keeping enough liquidity to take advantage of opportunities when others are forced to sell.
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Super Micro Computer (SMCI -3.53%) shares surged nearly 20% on July 22 after the company pre-announced strong preliminary results. While its second-quarter revenue is expected to come in toward the low end of its $11 billion to $12.5 billion range, that is still about double the revenue it generated a year ago. More importantly, it projected that its gross margins would rise to a range of 15% to 17%, well above its 8.2% to 8.4% guidance.
Supermicro, which designs and assembles servers and rack solutions for data centers, has struggled with margins, so this is a piece of welcome news. However, this is generally a low-margin business, and the surprising jump in margins is likely largely due to supply shortages.
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There have been shortages of key AI infrastructure components for things like memory, central processing units (CPUs), and graphics processing units (GPUs), so hyperscalers and enterprises that want complete systems right away are more likely to pay up for a complete system from an integrator. A shift toward enterprise or sovereign clients, which have less buying power, can also positively impact margins.
That said, this dynamic could be temporary, and Supermicro is still, by and large, a low-margin middleman. It also has a history of controversy, and its offices in Taiwan were raided at the end of June, related to employees smuggling chips to China. So instead of owning Supermico shares, I think buying Nvidia (NVDA -1.01%) is the much safer and smarter bet.
Image source: The Motley Fool.
Nvidia is the better stock to own
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Supermicro and most other integrators build their servers around Nvidia GPUs, so the strong demand it is seeing and its ability to boost margins speak volumes to the current high-demand environment for Nvidia's chips and components. In fact, this can be a great leading indicator.
When looking at where most of the value resides, this is with Nvidia and its GPUs. Supermicro is largely passing along high GPU prices to its customers; that's why its revenue is so high and its gross margins are generally low. Nvidia, on the other hand, has gross margins around 75%. So, what is good news for Supermicro is ultimately even better news for Nvidia, and you are getting a much more attractive company in Nvidia with a lot less controversy.
As Supermicro's preliminary Q2 numbers show, there is no current let-up in demand for AI infrastructure. At the same time, earlier commentary and an increase in capex from leading foundry Taiwan Semiconductor Manufacturing also point to strong long-term demand. With the king of AI infrastructure trading at a forward P/E of only 16 times fiscal 2028 (ending January 2028) estimates, investors don't need to overthink this and can just buy the stock of the high-quality market leader.
Nvidia (NVDA -1.01%) has been one of the biggest winners of the artificial intelligence (AI) boom. The tech giant entered the market early and became the AI chip leader, and then it went on to build an AI empire, selling a broad portfolio of related products and services.
All of this has helped the company's earnings reach record levels -- more than $215 billion in revenue and $120 billion in profit in the latest full year. And the stock has also climbed, surging in the triple-digits over five years. Though Nvidia shares have lost some momentum this year, the company is well-positioned to deliver growth to investors over time. It's important to remember that the AI market is expected to surpass $3 trillion early next decade.
So, with a potential catalyst for stock performance on Aug. 26, you may be wondering if you should buy shares before that date. Let's consider what history has to say.
Image source: Getty Images.
Nvidia in the AI market Before diving in, let's take a closer look at Nvidia's path in the AI market so far. This tech giant has been in business for more than 30 years, but in its earlier days, it generated most of its revenue from selling its graphics processing units (GPUs) in the video gaming market. The company, recognizing the power of these chips, then designed a parallel computing platform that allowed for broader use. And when Nvidia chief Jensen Huang saw the AI opportunity, he decided to go all in and design GPUs specifically to suit that purpose.
This proved to be a game-changing decision for the company, as we can see through the revenue growth and stock performance in recent years.
NVDA data by YCharts
Why has Nvidia lost momentum this year? For a few reasons. Investors have worried about the levels of tech spending on AI infrastructure and whether the revenue opportunities will be as big as expected. General concerns about rising prices in the U.S. and turmoil in Iran also have prompted investors to become more cautious -- and rotate out of growth stocks, which are sensitive to economic shifts.
Meanwhile, investors who have chosen to stick with AI stocks in many cases have turned to players that hadn't climbed as much as Nvidia in the earliest stages of the AI boom. For example, memory and storage players such as Micron Technology and Western Digital saw their stock prices advance about 150% from the start of 2023 through the first half of last year, while Nvidia delivered a gain of more than 900%. This year, those two AI stocks have each jumped more than 200%, while Nvidia has delivered an increase of 11%.
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Commitment to innovation But, as I mentioned above, the AI growth story remains solid, and Nvidia's commitment to innovation should keep earnings marching higher. And speaking of earnings, let's now talk about the event on Aug. 26. This is Nvidia's fiscal 2027 second-quarter earnings report.
Should you buy the stock ahead of that event? History shows us the following about Nvidia's stock performance in the five trading days after its earnings reports. After the past 13 quarterly reports, the stock has fallen eight times during the five days that follow. Two of the declines were in the double-digits, and the others were in the single-digits.
So, history tells us that if you buy Nvidia stock ahead of its Aug. 26 report, you may not benefit from a post-earnings gain. Of course, it's important to remember that history isn't always right, but it offers us a general idea of what has commonly happened over time.
Does this mean you should avoid Nvidia stock? Not necessarily. Nvidia remains an excellent buy due to its well-established leadership in AI chips, its expansion across other products and services, and its long-term prospects in the AI market. And right now, trading at 23x forward earnings estimates, it's particularly cheap. This means that you shouldn't rush into Nvidia stock with the expectation of a quick gain after Aug. 26. Instead, it's a better idea to pick up the shares with the idea of focusing on long-term performance -- and there, you might score a major win.
Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry's outlook have intensified and investors await the upcoming earnings reports from major technology companies.
Nebius stock has dropped by 37.3% from its highest point this year. It recently revealed that Nvidia owns a 9.3% stake in the company. CoreWeave, which Nvidia has a $3.4 billion stake in, has fallen by over 61% from its post IPO peak of $186. IREN stock has fallen by 47% from its peak this year.
The ongoing sell-off has coincided with those of other neocloud companies, especially those pivoting from Bitcoin mining operations. Riot Platforms, MARA Holding, Cipher Mining, and HIVE Digital are all down sharply from their peak.
Another notable thing is that, despite their revenue growth potential, their short interest has jumped. CoreWeave has a short interest of 27%, while Nebius and IREN have 28% and 22%, respectively. The situation is even dire among companies like RIOT and MARA that have a short interest of over 30%.
There are several reasons why these stocks have dived despite receiving large deals. Nebius Group has received large orders from companies like Meta Platforms and Microsoft, while CoreWeave has a revenue backlog of over $100 billion. IREN received a $9.7 billion order last year and another one by Perplexity this month.
One reason is that the cost of doing business has surged as prices of key items like servers, memory, and chips has jumped. As a result, there is a risk that their capital expenditure plans will be higher than expected.
This, in turn, will likely push them to raise cash, either through debt and equity. CoreWeave’s total debt has jumped to over $25 billion, while Nebius and IREN have $8.5 billion and $4 billion, respectively.
Data shows that CoreWeave’s 2032 bond yield has jumped to 10.32% and has a B credit rating from S&P Global. This means that it is in a junk category, a sign that investors see it as being risky.
The companies are also facing the competition risk. SpaceX has already entered the industry and scooped large deals from companies like Google, Reflection AI, and Anthropic.
Meta Platforms, a top client for these neocloud companies, is aiming to start selling its spare capacity. At the same time, most companies in the Bitcoin mining industry have all pivoted to the AI data center industry.
Neocloud companies are facing substantial risks, including the potential for dilution. Nonetheless, some of them are also seeing strong revenue growth.
For example, analysts expect that IREN’s revenue will jump by 41% this year to $723 million, followed by $3 billion next year. CoreWeave’s revenue will grow by 146% this year and 100% next year, reaching $25 billion.
Nebius, on the other hand, is expected to grow 540% this year and 237% next year. Its revenue will be $3.39 billion this year and $11.45 billion next year. This growth trajectory, together with the rising demand for compute will likely offset the balance sheet fears.
Analysts are largely optimistic about CoreWeave’s stock. The average estimate is that it will jump to $136 from the current $76. Nebius is expected to hit $222, while IREN is expected to hit $82, much higher than the current $37.
Nvidia said it's secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years, and includes the construction of large-scale data centers expected to come online in 2027, Nvidia said.
SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems. Nvidia said it's targeting enough capacity to require 2 gigawatts of power, which indicates a massive buildout with hundreds of thousands of graphics processing units.
Nvidia is aggressively securing supply of high-bandwidth memory, which is essential for its GPUs and systems, as the AI boom has created a global memory shortage. SK Hynix is the leader in HBM production, according to analysts.
"The expansion will include a co-develop opportunity for us on the next-generation SK Hynix AI memory, and this will help us secure a stable supply of HBM memory," Raj Mirpuri, Nvidia enterprise vice president, said on a call with reporters.
The agreement is also a sign that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and massive conglomerates starting to get involved.
The deal was announced at an AI summit in San Francisco with South Korean officials including President Lee Jae Myung.
Nvidia also said Friday that it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs. Nvidia said the project would provide an opportunity for potential customers in South Korea and around the world to secure AI computing capacity before the 200 megawatts of capacity is completed.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month as part of an effort to finance infrastructure developments.
WATCH: South Korea's AI boom is spilling into housing
SK Group and NVIDIA expand strategic collaboration with a $500-billion-plus initiative spanning AI factories and next-generation memory.SK Telecom to build 2-gigawatt NVIDIA Vera Rubin DSX AI Factory to serve global compute demand.NVIDIA and SK hynix establish long-term partnership to secure and codevelop next-generation AI memory, including HBM.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build
Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea.
This cloud will use the NVIDIA® DSX™ platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027.
It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency.
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea.
Accelerating AI Infrastructure at Scale
The SK Telecom and NVIDIA collaboration accelerates the adoption of NVIDIA-powered AI infrastructure and broadens customer access to advanced cloud services. The partnership enables SK Telecom to invest in and expand large-scale AI infrastructure while making capital-intensive AI infrastructure available to a broader range of customers.
Advancing Next-Generation AI Memory
SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure to solidify their previous long-term technical partnership, this agreement allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth.
The two companies will codevelop and optimize next-generation AI memory solutions, including HBM, to meet evolving infrastructure demands ranging from large language model training to agentic AI and physical AI.
“In the AI era, competitiveness depends not just on how effectively AI is utilized, but on how much intelligence we can produce,” said SK Group Chairman Chey Tae-won. “By leveraging SK hynix’s AI memory and SK Telecom’s AI infrastructure capabilities, SK will collaborate with NVIDIA to build a world-class AI factory, helping Korea transcend its role as a leading adopter of AI and become a global hub that drives AI innovation.”
“South Korea has all the ingredients to become a global AI powerhouse — world-class networks and data centers, leadership in chip technology and vast industrial scale,” said Jensen Huang, founder and CEO of NVIDIA. “Together with SK Telecom and SK hynix, we are building a new generation of AI factories that will power Korea’s next wave of growth.”
About SK Group
SK Group, South Korea’s second-largest conglomerate, is a global technology and industrial leader that delivers innovations, products, and services across the Artificial Intelligence, semiconductors, energy, and life sciences ecosystems. Headquartered in Seoul, SK has a diverse portfolio of businesses and investments with over 175 affiliate companies and over 100,000 employees worldwide. http://eng.sk.com
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Randa Hinton
Corporate Communications
NVIDIA Corporation [email protected]
SK hynix Forward-Looking Statements
This press release may contain forward-looking statements, which involve risks and uncertainties. These forward-looking statements concern and are based upon, among other things, SK hynix’s expectations regarding the realization of any potential advantages, benefits and the impact of, and opportunities created by, the above-described partnership. These statements are generally identified words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate” and similar expressions, or the negative of such expressions. Forward-looking statements are not guarantees of future performance and are subject to inherent risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. SK hynix undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.
This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. No part of this press release should form the basis of, or be relied upon in connection with, any contract, commitment, or investment decision.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together with SK Telecom and SK hynix, NVIDIA helping accelerate Korea’s AI infrastructure — building world-class AI factories that turn compute into intelligence, productivity and growth; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s partnership with third parties, including with SK Telecom; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
NAVER, NVIDIA and Brookfield plan to invest in gigawatt-scale, multi-tenant AI cloud infrastructure to power the next generation of AI companies in Korea and the U.S.NAVER and NVIDIA team plan to expand the initial NVIDIA DSX AI factory buildout at GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.NAVER plans to continue its path toward gigawatt-scale sovereign AI infrastructure, deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure for enterprises, industries and government.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt.
Announced during Korea President Jae Myung Lee’s AI Summit visit to San Francisco, the planned 200-megawatt expansion marks a significant acceleration of Korea’s national AI ambitions. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
NVIDIA plans to invest $1 billion into NAVER Corp. Brookfield has entered into a nonbinding term sheet to fund up to $9 billion. NAVER will fund the remaining amounts to finance the project. NVIDIA’s planned investment is subject to customary closing conditions and NAVER finalizing at least $9 billion of committed financing for the project, separate from NVIDIA’s planned investment. The expanded infrastructure will provide Korea- and U.S.-based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.
“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase,” said Haejin Lee, founder and chairman of NAVER. “Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”
“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities,” said Sikander Rashid, global head of AI infrastructure at Brookfield. “As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”
“AI factories are the infrastructure nations need to compete and innovate in the intelligence era,” said Jensen Huang, founder and CEO of NVIDIA. “Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”
Expanding AI Factory Capacity to Fuel AI Innovators
The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. It intends to provide the compute, software and support needed to develop and deploy competitive AI models and applications at scale. As an NVIDIA Cloud Partner, NAVER provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform.
Today’s proposed expansion builds on the June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure to serve Korea’s enterprises, industries, government organizations and global AI cloud customers.
Brookfield Investments Scale AI Infrastructure Deployments
Brookfield has established one of the industry’s leading AI infrastructure investment platforms, with approximately $100 billion of assets under management across the AI infrastructure value chain including data centers, compute, semiconductor manufacturing and dedicated power generation.
The planned NAVER investment will mark another significant milestone in Brookfield’s strategic partnership with NVIDIA. Building on NVIDIA’s participation as a founding partner in the Brookfield Global AI Infrastructure Program, the planned investment combines Brookfield’s capital and AI infrastructure and power expertise with NVIDIA’s accelerated computing platform to support the deployment of large-scale AI factories.
Brookfield has been an active, long-term investor in Korea since establishing a presence in the country in 2014 and currently manages approximately $12 billion of assets across infrastructure, real estate and energy.
NVIDIA DSX Platform Powers Expansion
The NVIDIA DSX platform provides an end-to-end, codesigned stack for AI factories — spanning chips, systems, software, facilities and partner technologies — purpose-built to minimize token cost and accelerate time to first production.
NVIDIA DSX MaxLPS™ software maximizes token throughput per megawatt, while NVIDIA DSX OS™ provides lifecycle management, health automation, resiliency and multi-tenant AI factory management across the expanded infrastructure.
Open Models Accelerate Growth
In addition, the expanded infrastructure builds on NAVER and NVIDIA’s collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.
NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.
About NAVER
Founded in 1999, NAVER is Korea’s largest Internet company and one of the world’s top tech companies. Leading cutting-edge technologies, NAVER operates the No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.
NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.
About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management that owns and operates real assets and essential service businesses that form the backbone of the global economy. We invest on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit—sectors critical to supporting economic growth and productivity. With a heritage spanning more than a century and operations in over 30 countries, we deploy long-term, patient capital to build the foundational assets and businesses that power a more connected, resilient, and sustainable future—seeking to build long-term wealth for our clients while delivering strong risk-adjusted returns for our shareholders.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
NVIDIA Corporation
Corporate Communications [email protected]
NAVER Forward-Looking Statements
This press release contains forward-looking statements regarding the NAVER’s future plans, outlook, and initiatives, as of the date of this release. Actual results and outcomes may differ materially depending on future changes in market conditions and business circumstances.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together, NAVER, Brookfield and NVIDIA building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries; expectations with respect to NVIDIA’s partnership with NAVER and Brookfield; expectations with respect to demand, growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
NVIDIA logo is seen in this illustration taken July 20, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesSAN FRANCISCO, July 24 (Reuters) - Nvidia (NVDA.O), opens new tab and South Korea's SK Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory, Nvidia said.
The initiative includes a long-term partnership with SK Hynix (000660.KS), opens new tab to secure next-generation memory supply for Nvidia and jointly develop high-bandwidth memory for AI training, AI agents and physical AI applications.
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As part of the initiative, SK Telecom (017670.KS), opens new tab plans to build a 2-gigawatt AI data center powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility due to come online in 2027, Nvidia added.
Separately, Nvidia said it, Naver (035420.KS), opens new tab and Brookfield plan to expand Naver's AI data center in South Korea.
Reporting by Stephen Nellis in San Francisco and Heekyong Yang and Jack Kim in Seoul; Editing by Chris Reese
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Nvidia Corp. Chief Executive Officer Jensen Huang talks about investing in South Korea, a new partnership with the SK Group, cybersecurity and China's approach to artificial intelligence. He speaks exclusively to Bloomberg's Ed Ludlow in San Francisco after appearing at a Korean AI summit.
NVDA daily chart shows inverse head-and-shoulders formation. Source: TradingView A Bullish Pattern Emerges at Long-Term Support Understanding the larger market environment via the weekly chart adds to the potential of the daily pattern for NVDA. The daily chart confirms recent dynamic support seen in the weekly chart, with the 100-day and 200-day moving averages defining similar price zones. It shows a potentially bullish inverse head-and-shoulders pattern that has formed at long-term trend support.
Fibonacci Targets Map the Upside Path An upside breakout of the pattern is signaled on a rally above $214.39, which will trigger a reversal of the recent decline. Initial potential upside targets are indicated by the 78.6% Fibonacci retracement of the recent decline at $226.54, followed by a 127.2% Fibonacci extension of the same downswing. Further up is the 161.8% Fibonacci extension at $265.43. Together, this puts NVDA in a potentially powerful position, but only if recent support is not broken to the downside. Therefore, the ability to hold the recently established support zone remains critical, while a sustained breakout above the $214.39 high would strengthen the bullish case and open the door to higher targets.
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Nvidia (NVDA), Microsoft (MSFT), Meta Platforms (META) and Palantir Technologies (PLTR) joined more than 20 technology companies in urging U.S. policymakers to
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Nvidia (NVDA) CEO Jensen Huang continues to grow the Mag 7 giant by focusing on creating fundamental tech tools, and investing in other rising AI leaders, says Kevin Hincks.
I keep buying NVIDIA because the loudest voices in the room are arguing about the wrong side of the ledger. The market keeps asking whether hyperscalers will slow their AI spend. The hyperscalers keep answering by writing bigger checks. That gap between fear and order books is why my finger keeps landing on the buy button before this August 26 earnings report from NVIDIA (NASDAQ:NVDA | NVDA Price Prediction).
The Demand Side Keeps Accelerating Here is the receipt. Microsoft (NASDAQ:MSFT) just spent $30.88B on capex in a single quarter, up 84.39% year over year, with an AI business run rate of $37B growing 123%, and commercial remaining performance obligations of $627B, up 99%. That backlog is contracted revenue waiting on compute that does not yet exist. Every dollar of that spend flows toward the picks and shovels vendor that owns the accelerator, the networking, and the software stack. NVIDIA sold $75.246 billion of Data Center revenue last quarter, up 92% year over year, with networking alone at $14.8 billion, up 199%. Supply commitments now sit at $119.0 billion. Jensen Huang called it “the largest infrastructure expansion in human history.” The order book agrees with him.
The Basic Economics Lesson When demand runs faster than supply, the toll booth operator wins. NVIDIA’s Q1 FY27 non-GAAP gross margin came in at 75.0%, operating margin at 60.38%, net margin at 55.60%. Return on equity hit 101.49% and return on invested capital reached 92.21%. Free cash flow came in at $48.554 billion in the quarter, up 85.41%. Debt to equity is 0.073 and interest coverage sits at 503x. This is a balance sheet that funds the next platform while returning cash. Management raised the dividend from $0.01 to $0.25 per share and authorized another $80.0 billion in buybacks on top of $38.5 billion remaining, returning roughly $20.0 billion to shareholders in a single quarter.
Why NVIDIA and Not Microsoft I own both. Microsoft is the customer paying the toll. Revenue grew 18.3% last quarter against NVIDIA’s 85.23%. Microsoft’s net margin sits at 36.15% against NVIDIA’s 55.60%, ROIC at 21.02% against 92.21%. Microsoft trades at a P/E of 28 against NVIDIA’s 43, and I understand the appeal of the cheaper multiple. The growth gap earns the premium. Microsoft’s stock is down 18.93% year to date while NVIDIA is up 13.84%. The market is pricing Microsoft’s capex as sin and NVIDIA’s revenue as the beneficiary. The operating numbers describe that trade.
The Real Risk China is the risk I take seriously. NVIDIA guided Q2 FY27 to $91.0 billion with zero Data Center compute revenue from China, against $4.6 billion a year ago. Export policy could stay hostile for years. Customer concentration is real, with hyperscalers approximately 50% of Data Center. I have sat with both concerns. Guidance implies acceleration despite the China zero, and hyperscaler concentration reads as a feature when those customers are capacity constrained rather than demand constrained. The 10-Q chatter on r/investing gets loud, but the backlog is louder.
Why the Buy Button Stays Live Analyst consensus target sits at $302.31 against a current $212.06. The earnings reaction is secondary. I am buying because every hyperscaler capex dollar for the next several quarters has an NVIDIA logo on it, and the buy button stays live until that stops being true.
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Marley Kayden and Sam Vadas look beyond the first round of Mag 7 earnings and fears of rising CapEx to focus on other headlines catching investor attention to close the week. They talk about the significance of Nvidia (NVDA) CEO Jensen Huang joining X and economic data showing a surprising amount of resiliency.
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) because every quarter AI capex grows larger, and NVIDIA collects at each layer. Hyperscalers order racks, sovereigns order factories, enterprises order runtime. That is the conviction.
The Thesis in One Sentence NVIDIA monetizes today’s hardware cycle at rack scale while building the software and networking tollbooth for the next one. Jensen Huang framed it plainly on the last call: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” The custom thesis is the same one management executes: turnkey Blackwell racks proprietary NVLink interconnects capture today’s capex, then NIM microservices, CUDA, and NVLink Fusion fabric licensing turn one-time hardware sales into structural, compounding cash flow.
Three Reasons the Money Keeps Going Here First, operating leverage is delivering. Fiscal 2026 revenue landed at $215.9 billion, up from $130.5 billion the year prior, with net income of $120.1 billion and operating margin of 60.4%. SG&A fell from 9.0% of revenue in FY2023 to 2.1% in FY2026. Companies do not scale like this without pricing power.
Second, the current quarter confirms the story. Q1 FY2027 revenue hit $81.615 billion, beating consensus by 3.16% on non-GAAP EPS of $1.87, a fourth straight beat. Data Center revenue reached $75.246 billion, up 92% year over year, with networking growing 199%. Gross margin came in at 75.0%. Q2 guide points to $91.0 billion in revenue.
Third, valuation remains reasonable. Forward P/E sits at 23 with a PEG of 0.559. Return on equity is 114.3%. Management authorized an $80.0 billion repurchase and lifted the dividend from $0.01 to $0.25 per share. Retirement accounts get paid to wait.
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Why Not the Obvious Alternatives The two names I get asked about are Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL). Broadcom’s CEO targets over $100 billion in AI revenue by 2027. That is a 2027 aspiration. NVIDIA already printed $75.2 billion in Data Center revenue in a single quarter. Marvell trades at 47x forward earnings, roughly double NVIDIA’s 23 forward multiple, for slower growth. I would rather own the platform every custom silicon design still has to interconnect with.
The Risk I Refuse to Wave Off China is the real risk. Huang called it out directly: “Losing access to the China AI accelerator market, which we believe will grow to nearly $50 billion, would have a material adverse impact on our business.” The company took a $4.5 billion H20 inventory charge and shipped zero H20 units to China in Q1 FY2027. That is real money. It has not changed my thesis because NVIDIA grew Data Center 92% year over year with China effectively zeroed out, and total supply commitments now stand at $119.0 billion. The rest of the world is absorbing the capacity.
Why the Buy Button Stays Active Analyst consensus is 58 buys to 1 sell with a $302.31 target. This works as long as AI factories keep growing, software attach keeps rising, and NVLink remains the fabric everyone standardizes on. Every quarter so far, that is exactly what has happened. Until that pipeline changes, my money keeps going in.
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Microsoft, Meta and Nvidia are among 25 tech organizations calling on U.S. policymakers to avoid placing “premature restrictions” on open-weight AI models or “sweeping restrictions” on distillation.
In an open letter dated Friday (July 24), the organizations pointed to the benefits of the open-source software movement that began in the 1980s and said that open-weight models make advanced artificial intelligence more accessible, adaptable and widely available.
The letter said open weights enable organizations to build on advanced AI models without having to train one from scratch, let them match the right model to the right job, allow competition that spurs innovation and drives down costs, enable customers to avoid being locked into a single provider, give defenders the tools they need to respond to cybersecurity attackers, and let a broad community improve the models.
“A strong AI ecosystem is not a foregone conclusion,” the letter said. “Policymakers have an important opportunity to act. This includes expanding access to compute for startups and researchers, investing in shared training assets (datasets, tools, evaluation frameworks), and keeping the frontier plural by avoiding premature restrictions on open models that stifle competition or drive innovation overseas. These measures must also look at how strong application layers can expand sovereign use of AI across the economy.”
The letter also addressed distillation, saying this is a widely used technique that reflects the open-source software movement’s tradition of learning from and building upon existing technologies. The letter added that the legitimate concerns raised by unlawful efforts to extract value from closed models should be addressed through targeted legal and commercial frameworks rather than “sweeping restrictions.”
“In shaping this ecosystem, policymakers should be careful not to conflate legitimate model-development techniques with misappropriation,” the letter said.
Together with Microsoft, Meta and Nvidia, the signers of the open letter include American Innovators Network, Andreessen Horowitz, Arcee AI, Arena, Black Forest Labs, Box, CrowdStrike, Dell Technologies, Emergence Capital, Hugging Face, IBM, The Linux Foundation, Mariana Minerals, Mistral, Mozilla, Palantir, Perplexity, Reflection, Replit, ServiceNow, Telnyx and Y Combinator.
Microsoft Chairman and CEO Satya Nadella shared the letter in a post on X and said: “Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security.”
Nvidia Founder and CEO Jensen Huang shared the letter in what he said was his first post on X, saying: “Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models.”
While OpenAI did not sign the letter, CEO Sam Altman shared Huang’s post in his own post on X and said: “I want the US to win in AI both in open source and proprietary models, and I am glad to see this.”
It was reported July 10 that the Trump administration’s recent restrictions on access to the most advanced U.S. AI models are accelerating enterprise interest in open-source models.
On Tuesday (July 21), it was reported that the White House will examine whether Chinese AI models have been distilled from their U.S. counterparts.
Item 1 of 3 NVIDIA logo and word "Artificial Intelligence" are seen in this illustration taken July 20, 2026. REUTERS/Dado Ruvic/Illustration
[1/3]NVIDIA logo and word "Artificial Intelligence" are seen in this illustration taken July 20, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
SummaryCompaniesTwo dozen companies, including Meta and IBM, sign letterThey urge lawmakers to avoid 'premature restrictions' on open-source AI modelsUS lawmakers propose AI model kill switches after a rogue OpenAI cyberattackSAN FRANCISCO, July 24 (Reuters) - Nvidia (NVDA.O), opens new tab, Microsoft (MSFT.O), opens new tab and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source AI models, wading into a debate roiling the business and policy worlds over who controls the powerful technology.
In a letter posted on X and also signed by two dozen companies and groups including Meta Platforms (META.O), opens new tab and IBM , Nvidia CEO Jensen Huang said that lawmakers should avoid "premature restrictions on open models that stifle competition or drive innovation overseas."
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The letter adds to the growing debate about open-source models that are harder to regulate, such as Nvidia's own and those released in recent weeks by Chinese labs, and the closed-source models controlled by specific companies such as OpenAI and Anthropic.
In recent months, Silicon Valley business leaders have bristled at the cost of closed source models. The CEOs of Microsoft and defense contractor Palantir Technologies (PLTR.O), opens new tab have publicly argued that open-source models their customers can run inside their own data centers will help control AI costs.
Tech leaders have also chafed at controls that OpenAI and Anthropic build into their models. Hugging Face, the AI coding collaboration site that was hacked by a rogue OpenAI model, this week said that it had to use a Chinese open-source model to defend against the attack because closed-source models have restrictions on use for cybersecurity work.
At the same time, U.S. lawmakers alarmed by the rogue OpenAI cyberattack proposed legislation that would require a "kill switch" for AI models, and President Donald Trump's administration is weighing sanctions on Chinese open-source model makers over alleged theft of U.S. closed-source technology.
The letter from Nvidia and other companies acknowledged the concerns about technology theft but argued they should be addressed "through targeted legal and commercial frameworks rather than sweeping restrictions."
"Relying solely on closed models is not inherently safe: they can be breached, misused, or fail in ways that outsiders cannot detect," the letter said. "Open weight models, on the other hand, allow a broad community of researchers and developers to examine their behavior, identify vulnerabilities, develop safeguards, and improve them over time."
Reporting by Stephen Nellis in San Francisco; Editing by Emelia Sithole-Matarise
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Shares in the Magnificent 7 tech stocks have slumped this week amid investors' concerns about massive spending by hyperscalers on artificial intelligence infrastructure amid uncertainty about the global economy due to the resumption of hostilities in the Iran war.
The so-called Magnificent Seven tech stocks experienced their biggest one-day drop in over a year on Thursday, with Bloomberg reporting that an index of the group fell 4.8% and erased about $787 billion in market value – the steepest single day decline since April 2025.
The report noted that as of Thursday's close, the Mag Seven index was down about 11% from the record high it reached in late May, with about $2 trillion in market cap wiped out.
As of Friday morning, six of the Mag Seven stocks were down over the last five days of trading, with Tesla down over 19%, while shares in Google parent Alphabet (-8.5%), Amazon (-6.3%), Meta (-6%), Microsoft (-1.3%) and Apple (-0.4%) were also down. By contrast, Nvidia shares are up about 1.9% in the last five days.
TESLA TOUTS 380,000 UNSUPERVISED ROBOTAXI MILES WITH 'ZERO NOTABLE INCIDENTS'
Traders work on the floor of the New York Stock Exchange (NYSE) in Lower Manhattan. (Michael Nagle/Bloomberg via Getty Images)
Tech stocks' slide steepened after Alphabet and Tesla released their earnings report after Wednesday's trading session, with both companies reporting large capital expenditures this year.
Alphabet announced plans to spend about $200 billion on capex this year, up from a prior estimate of $190 billion, with the higher spending on AI data centers and infrastructure contributing to the company's quarterly cash flow turning for the first time since Google went public, per Bloomberg's report.
"Alphabet's higher investment outlook helps reinforce our view that the AI infrastructure buildout remains a durable theme," said Edward Jones senior analyst Brian Therien. "However, the negative share-price reaction may indicate that investors are becoming more focused on returns generated on AI-related investments."
GOOGLE LAUNCHES GLOBAL STUDY OF MILLIONS OF AI CHATS TO UNDERSTAND HOW PEOPLE USE ARTIFICIAL INTELLIGENCE
Tesla CEO Elon Musk said that the company needs to spend as much as it can on capital expenditures without being wasteful. (Richard Bord/WireImage)
Tesla's profits came in well below the estimates of Wall Street analysts amid a ramp up in spending, with CEO Elon Musk saying on the company's earnings call that 2026 will be a "massive capex year" and that the company "should be spending on capex as fast as we can – spend as fast as we can without it being too wasteful."
The company's spending aims to enhance its AI capabilities as well as boosting production of Optimus humanoid robots, as well as robotaxis and autonomous vehicles.
ELON MUSK LOSES TRILLIONAIRE STATUS AFTER TECH SELL-OFF ERASES BILLIONS FROM FORTUNE
Ticker Security Last Change Change % NVDA NVIDIA CORP. 208.76 -3.30 -1.56% AAPL APPLE INC. 321.66 -4.23 -1.30% MSFT MICROSOFT CORP. 381.58 -8.76 -2.24% GOOGL ALPHABET INC. 317.69 -24.40 -7.13% AMZN AMAZON.COM INC. 233.66 -11.19 -4.57% META META PLATFORMS INC. 606.10 -21.07 -3.36% TSLA TESLA INC. 319.69 -54.32 -14.52% Ryan Lee, senior vice president of product and strategy at Direxion, said in a note that, "While Tesla continues to invest heavily in AI and robotics, monetization remains the central concern following the earnings miss."
"Tesla has become the physical AI story, with the potential to bring artificial intelligence into consumers' everyday lives through autonomous vehicles and robotics. The question is how quickly those investments can begin supporting the valuation," Lee added.
As calls for artificial intelligence regulation continue to pick up steam in Washington, D.C., a group of 25 prominent tech and AI companies have signed a joint letter urging lawmakers not to be overly restrictive, particularly regarding open-weight AI models.
Apparently, the movement is important enough for Nvidia CEO Jensen Huang to make the letter his first post on the social platform X.
Companies that signed onto the letter include Palantir, Microsoft, Meta, and Dell, among many other big hitters.
Open-weight AI models run on their own infrastructure and can be accessed and modified by anyone. The models can also become more sophisticated without training from the beginning or paying high prices.
Here’s why Huang and other prominent AI CEOs are pushing the letter so strongly.
Image source: Nvidia.
Winning the AI raceCurrently, the leading large language models developed by players like OpenAI and Anthropic are closed-loop and therefore proprietary.
Recently, however, open-weight models coming out of China have started to gain traction and release models that they believe are competitive with U.S. offerings.
A Chinese start-up called Moonshot AI released its Kimi K3 model, which it said can outperform several older models produced by Claude and ChatGPT.
What’s also interesting about this achievement is that China is not supposed to have access to Nvidia’s most advanced chips for training its LLMs, due to export restrictions.
Now, the White House has accused Moonshot of violating these restrictions and of distilling U.S. LLMs. The company has not responded to these allegations as of this writing.
Regardless, these events seem to have executives like Huang concerned that the U.S. may lose its dominance in AI, particularly if regulation is too tight.
“A strong AI ecosystem is not a foregone conclusion. Policymakers have an important opportunity to act. This includes expanding access to compute for startups and researchers, investing in shared training assets (datasets, tools, evaluation frameworks), and keeping the frontier plural by avoiding premature restrictions on open models that stifle competition or drive innovation overseas,” the letter stated.
The letter also acknowledged that open weight models do carry risk because once released, the original developer loses control, and model modifications are difficult to track or rectify.
The pros of open weight LLMs include increased competition and more broadly distributing the benefits of AI, “rather than concentrated in a few hands.”
Why investors should careWhether it’s due to concerns about AI-driven job losses, higher electricity costs, or data centers being built in communities, the topic of AI regulation continues to become more important.
Interestingly, the U.S. company Hugging Face, an open-source AI platform, recently used one of China’s open-weight models to counter a cyberattack launched by renegade OpenAI models.
The company said Claude’s most advanced models were not able to diagnose the attack because of the model’s barriers. However, it’s also easy to imagine how losing control over open-weight LLMs could be daunting.
Investors need to pay close attention to AI regulation for a few reasons.
For one, it could have a significant impact on closed-loop players like Anthropic and OpenAI, which are reportedly gearing up for massive initial public offerings later this year. While open-weight AI models may not necessarily outperform closed-loop ones, they would most likely eat into their margins.
I also think the fact that Huang and so many other executives are pushing this letter so hard also makes it clear that regulation is a big issue and potential risk to the AI trade.
Semiconductor stocks delivered a solid performance in 2025, and that momentum has carried into 2026, fueled by the relentless excitement surrounding artificial intelligence (AI), particularly generative AI.
While a recent market pullback has rattled investors, chipmakers tied to AI continue to attract strong interest as sustained demand keeps revenue growth on track.
Given the upbeat sentiment, investing in semiconductor funds such as Janus Henderson Global Technology and Innovation Fund (JNGTX - Free Report) , T. Rowe Price Science & Tech (PRSCX - Free Report) , and DWS Science and Technology A (KTCAX - Free Report) , stands out as an attractive opportunity.
AI Continues to Drive Semiconductor DemandSemiconductor stocks have surged in 2026 as companies ramp up spending on AI infrastructure. Investor enthusiasm is no longer limited to the largest chipmakers. With valuation concerns rising for some industry giants, more capital has flowed into companies specializing in networking hardware, data storage and other AI-related technologies, helping broaden the sector's rally.
NVIDIA Corporation (NVDA - Free Report) remains the dominant player in the industry by market value, while soaring demand for AI chips has also boosted memory-chip manufacturers like Micron Technology (MU - Free Report) and semiconductor equipment suppliers such as Applied Materials (AMAT - Free Report) .
Even so, elevated valuations have occasionally triggered profit-taking, leading to short-term declines despite the industry's favorable long-term outlook.
The Philadelphia Semiconductor Index (SOX) has climbed 74.2% so far this year. Meanwhile, the latest Semiconductor Industry Association (SIA) report showed that global semiconductor sales reached $298.5 billion in the first quarter, representing a 25% increase from the previous quarter.
The sector could receive another boost as agentic AI continues to gain traction, with leading technology companies investing billions of dollars in expanding AI infrastructure. Deloitte projects global semiconductor sales to hit $1 trillion in 2026, highlighting the industry's strong growth prospects as AI adoption accelerates.
Although the recent pullback has sparked some caution, the AI-driven growth story remains firmly in place. The current weakness appears to be a temporary correction rather than the end of the sector's broader upward trend.
3 Best ChoicesWe have, thus, selected three mutual funds with significant exposure to semiconductor producers. These funds carry a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and are poised to gain from the above factors. Moreover, these funds have encouraging three- and five-year returns. Additionally, the minimum initial investment is within $5000.
We expect these funds to outperform their peers in the future. Remember, the goal of the Zacks Mutual Fund Rank is to guide investors to identify potential winners and losers. Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund.
The question here is: why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
Janus Henderson Global Technology and Innovation Fund aims for long-term growth of capital and specializes in technology. JNGTX invests the majority of its net assets in securities of companies that the portfolio manager believes will benefit significantly from advances or improvements in technology.
Janus Henderson Global Technology and Innovation Fund has a track of positive total returns for over 10 years. Specifically, JNGTX’s returns over the three and five-year benchmarks are 35.6% and 17.4%, respectively. The annual expense ratio of 0.78% is lower than the category average of 0.97%. JNGTX has a Zacks Mutual Fund Rank #2.
To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here.
T. Rowe Price Science & Tech fund seeks to invest in long-term capital growth by investing at least 80% of net assets in common stocks of companies expected by T. Rowe Price to benefit from the development, advancement and use of science and technology. While most of PRSCX’s assets are invested in U.S. common stocks, other securities may also be purchased, including foreign stocks, futures, and options, in keeping with the fund’s objectives.
T. Rowe Price Science & Tech has a track record of positive total returns for over 10 years. Specifically, PRSCX’s returns over the three and five-year benchmarks are 39.4% and 17.6%, respectively. PRSCX’s annual expense ratio of 0.80% is lower than the category average of 1.01%. PRSCX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other #1 or 2 Ranked Mutual Funds, please click here.
DWS Science and Technology A fund seeks growth of capital. Under normal circumstances, KTCAX invests at least 80% of net assets in common stocks of U.S. companies in the technology sector.
DWS Science and Technology A fund has a track of positive total returns for over 10 years. Specifically, KTCAX’s returns over the three and five-year benchmarks are 34.4% and 17.9%, respectively. The annual expense ratio of 0.88% is lower than the category average of 0.99%. KTCAX carries a Zacks Mutual Fund Rank #2.
To see how this fund performed compared to its category, and other #1 and 2 Ranked Mutual Funds, please click here.
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Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang posted on X for the first time on Friday, sharing a multi-company letter that defends open-weight AI models as essential to US technology leadership.
Huang, who joined the platform last month but had not posted until now, used his debut message to promote a letter signed by Nvidia and roughly 20 other organizations, including Meta, Microsoft and Palantir.
The letter argues that open models strengthen safety, accelerate innovation and support national AI sovereignty, and that US leadership should not rest on a single frontier model alone.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.… pic.twitter.com/t02bi51N4C
— Jensen Huang (@JensenHuang) July 24, 2026 The post follows a week of public comments from Huang on the AI policy debate in Washington. Earlier in the week, he told Axios that American companies should be free to use Chinese AI models, and he separately described Chinese models as strong performers that expand demand for Nvidia's chips and data center infrastructure rather than threaten US companies.
Those comments put Huang at odds with Treasury Secretary Scott Bessent, who this week warned that Chinese AI firms could face sanctions over what he called industrial-scale distillation attacks on US intellectual property. The letter Huang shared addresses that concern directly, arguing that unlawful extraction of value from closed models is a legitimate issue but should be handled through targeted legal and commercial measures rather than broad restrictions on open-weight AI.
The letter also frames open-weight models as a way to widen access to AI development, allowing startups, established businesses, universities and public institutions to build on advanced models without training their own from scratch.
Huang had stayed off X while rival chipmaker executives built a presence on the platform for years. His account, registered in June, listed just a handful of followers before Friday's post.
Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers to avoid "premature restrictions" on open-weight artificial intelligence models that would "stifle competition or drive innovation overseas."
Open-weight AI models are available for users to download, modify and run on their own infrastructure, and they have been the subject of fierce debate within the tech sector in recent weeks.
Chinese open-weight models are gaining steam against leading offerings from American companies like OpenAI and Anthropic, which primarily develop proprietary, closed models. Officials and executives have been weighing whether or not to restrict access to Chinese models in the U.S.
Moonshot AI, a Chinese startup, amplified concerns earlier this month after releasing a model called Kimi K3 that outperforms cutting-edge American offerings across some industry benchmarks. U.S. Treasury Secretary Scott Bessent told CNBC on Tuesday that the Trump administration would look into whether Chinese companies were stealing American intellectual property, and stated that the government has "the ability to sanction them because of this theft."
But in the letter on Friday, the group of U.S. tech companies cautioned against any rash actions. They wrote that open-weight models strengthen competition and ensure that the benefits of the technology are "broadly shared rather than concentrated in a few hands."
"Relying solely on closed models is not inherently safe: they can be breached, misused, or fail in ways that outsiders cannot detect," the letter said. "And concentrating advanced AI capabilities behind a small number of closed models compounds that risk."
Nvidia CEO Jensen Huang and Microsoft CEO Satya Nadella both shared the letter on their personal social media accounts.
Elon Musk, who runs an AI business under his rocket company SpaceX, also applified the letter on social media, writing that it has his "full support" in a post on X. SpaceX did not officially sign the letter.
Read more CNBC tech newsMoonshot AI accessed Nvidia's chips despite Chinese export ban, White House official saysAlphabet and Tesla test Wall Street's patience as AI spending overshadows growthAlphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hikeTesla misses on earnings, as free cash flow turns negative and margins slideOpenAI and Anthropic did not sign the letter. Both companies, which are each valued at nearly $1 trillion, are gearing up for potentially massive IPOs that could land as soon as this year. Anthropic confidentially filed its prospectus with the Securities and Exchange Commission in June, and OpenAI followed suit days later.
Greg Brockman, OpenAI's president, said Thursday that the company believes in broad access, and that he has not been involved in any conversations with the Trump administration about potentially banning Chinese open-weight models in the U.S.
"I think that, that fundamentally, AI and AI usage is something that is actually very important to democratize," Brockman told reporters during a briefing in New York City. "And so, for me, at a sort of deep level, I think that having more models, more usage, that is a good thing."
White House advisor Michael Kratsios on Wednesday said that Moonshot AI developed its Kimi K3 model by distilling Anthropic's technology. Distillation is a term for an AI training method where a smaller, less capable model is built using outputs from an existing, stronger model.
Kratsios wrote in a post on X that legitimate AI distillation plays a vital role in the open innovation ecosystem, but warned that "large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology" is "unacceptable."
In the letter on Friday, the U.S. tech companies said that concerns about unlawful distillation should be addressed through "targeted legal and commercial frameworks" instead of with "sweeping restrictions on techniques that play an important role in AI innovation."
"Our AI leadership will be judged not by one frontier AI model, but by whether the United States builds a strong, open ecosystem that diffuses into every sector," the letter said. "This is essential for creating opportunities for innovation and prosperity across the country."
Huang said he is sharing a letter signed by Nvidia on why open models matter. The letter argues open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty, while saying the world needs both frontier closed models and frontier open models.
Huang Calls Chinese AI Models ‘Excellent’Bessent Warns on ‘Industrial-Scale’ DistillationRead also
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Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang posted on X for the first time on Friday, sharing a multi-company letter that defends open-weight AI models as essential to US technology leadership.
Huang, who joined the platform last month but had not posted until now, used his debut message to promote a letter signed by Nvidia and roughly 20 other organizations, including Meta, Microsoft and Palantir.
The letter argues that open models strengthen safety, accelerate innovation and support national AI sovereignty, and that US leadership should not rest on a single frontier model alone.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.… pic.twitter.com/t02bi51N4C
— Jensen Huang (@JensenHuang) July 24, 2026 The post follows a week of public comments from Huang on the AI policy debate in Washington. Earlier in the week, he told Axios that American companies should be free to use Chinese AI models, and he separately described Chinese models as strong performers that expand demand for Nvidia's chips and data center infrastructure rather than threaten US companies.
Those comments put Huang at odds with Treasury Secretary Scott Bessent, who this week warned that Chinese AI firms could face sanctions over what he called industrial-scale distillation attacks on US intellectual property. The letter Huang shared addresses that concern directly, arguing that unlawful extraction of value from closed models is a legitimate issue but should be handled through targeted legal and commercial measures rather than broad restrictions on open-weight AI.
The letter also frames open-weight models as a way to widen access to AI development, allowing startups, established businesses, universities and public institutions to build on advanced models without training their own from scratch.
Huang had stayed off X while rival chipmaker executives built a presence on the platform for years. His account, registered in June, listed just a handful of followers before Friday's post.
The battle over artificial intelligence is often framed as a race between OpenAI, Anthropic, Google, Meta Platforms (NASDAQ:META | META Price Prediction), and a growing list of Chinese challengers. Investors naturally focus on which company has the smartest chatbot or the most advanced reasoning model. But that may be asking the wrong question.
In a recent open letter advocating for open-weight AI models, Nvidia (NASDAQ:NVDA) CEO Jensen Huang offered a different vision for the industry’s future. Read closely, and his comments reveal something more important than a philosophical argument about open source — they expose the business model that has turned Nvidia into the most valuable infrastructure company in AI.
Nvidia Doesn’t Need to Win the AI Race Huang’s central argument is that America’s AI leadership depends on building an open ecosystem rather than concentrating advanced models in the hands of a few companies. In the letter, backed by organizations including Meta, Microsoft (NASDAQ:MSFT), IBM (NASDAQ:IBM), Hugging Face, Mistral, Mozilla, and the Linux Foundation, he argues that open-weight models expand competition, lower costs, improve customer control, and speed AI adoption across industries.
Granted, that sounds like a policy position. It is also remarkably aligned with Nvidia’s financial interests.
Unlike OpenAI or Anthropic, Nvidia doesn’t sell AI models. It sells the computing infrastructure needed to train, fine-tune, and deploy them. Whether a company uses Meta’s Llama, DeepSeek‘s R1, Mistral’s latest release, or OpenAI’s next frontier model, there’s a good chance Nvidia hardware is powering the workload.
Nvidia doesn’t need one company to dominate AI. It benefits most when everyone builds AI.
Open Models Create Winners — And New Rivals Closed AI models concentrate computing demand among a handful of hyperscalers that operate enormous data centers. Open-weight models spread that demand across startups, universities, governments, manufacturers, healthcare providers, and enterprises that want to run models on their own infrastructure. That’s exactly the kind of diffusion Huang champions.
Recent leaked comments from DeepSeek founder Liang Wenfeng reinforce the point. According to the transcript, DeepSeek remains constrained by compute availability despite operating roughly 20,000 H100-equivalent GPUs. Liang also said Huawei’s production capacity remains limited and that DeepSeek expects to receive “large batches” of Nvidia-powered systems in the coming months following the Trump administration’s decision to permit certain Nvidia AI chip sales into China.
Surprisingly, one of China’s most capable open-model developers may still depend on Nvidia hardware for its next phase of growth.
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That also exposes the biggest tension in Huang’s argument. Nvidia benefits when AI spreads as broadly as possible because every new model, whether developed in Silicon Valley or Beijing, creates demand for GPUs. But that isn’t necessarily good news for every American AI company. Giving DeepSeek more computing power could help it build stronger open models that compete directly with OpenAI, Anthropic, and other U.S. developers. What’s good for Nvidia shareholders isn’t always perfectly aligned with the interests of U.S. frontier-model companies — or policymakers focused on preserving America’s technological lead.
That said, investors shouldn’t assume open models will replace proprietary AI. History suggests markets often support both approaches. Linux became the backbone of cloud computing without eliminating Microsoft Windows, while PostgreSQL expanded without replacing Oracle Database.
AI is likely to follow a similar path, with closed models retaining an edge in frontier reasoning and regulated industries while open models dominate customized deployments, sovereign AI projects, and enterprise fine-tuning. Nvidia is positioned to supply both ecosystems.
Key Takeaway In short, Huang’s recent comments shouldn’t be viewed simply as an endorsement of open-source AI. They’re better understood as an explanation of Nvidia’s long-term strategy.
The company’s real competitive advantage isn’t building the best chatbot. It ensures that every company, government, researcher, and startup that wants to build AI needs Nvidia’s hardware to do it.
Granted, that strategy creates an uncomfortable tradeoff. Broader access to Nvidia’s chips can strengthen overseas competitors like DeepSeek even as it expands Nvidia’s addressable market. Investors, AI developers, and policymakers won’t always reach the same conclusion because they’re optimizing for different outcomes.
Ultimately, Nvidia wins if AI becomes ubiquitous. Regardless of whether OpenAI, DeepSeek, Meta, Anthropic, or another lab develops the world’s best model, widespread AI adoption creates more demand for the infrastructure Nvidia sells. For long-term shareholders, that’s the real message hidden inside Huang’s letter.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Amkor shares are climbing with conviction. Why is AMKR stock up today? Nvidia–Amkor $1.5B Pact Boosts AI PackagingAmkor has already supplied advanced packaging solutions supporting Nvidia platforms across data center processors, networking chipsets, and accelerated computing systems. The expanded partnership is designed to bring new technologies to market at scale as AI infrastructure demand grows, while strengthening domestic semiconductor manufacturing and supply-chain resilience.
“This strategic partnership with NVIDIA underscores the central role advanced packaging plays in enabling the future of AI,” said Kevin Engel, CEO of Amkor Technology. “Our agreement with NVIDIA accelerates our long-term roadmap and supports our ability to deliver full turnkey advanced packaging and test solutions.”
Amkor Shares Race HigherAMKR Price Action: At the time of publication, Amkor shares are trading 4.94% higher at $68.56, according to data from Benzinga Pro.
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AMF Tjanstepension AB lifted its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,192,840 shares of the computer hardware maker’s stock after purchasing an additional 198,915 shares during the quarter. NVIDIA accounts for 9.5% of AMF Tjanstepension AB’s portfolio, making the stock its largest position. AMF Tjanstepension AB’s holdings in NVIDIA were worth $1,428,831,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE raised its holdings in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC boosted its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares during the period. Finally, Wealth Group Ltd. boosted its stake in NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares during the period. 65.27% of the stock is owned by institutional investors.
NVIDIA Price Performance NVIDIA stock opened at $208.76 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The firm has a market capitalization of $5.05 trillion, a P/E ratio of 31.97, a PEG ratio of 0.41 and a beta of 2.21. The business has a fifty day moving average price of $208.22 and a 200-day moving average price of $195.73.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The firm’s revenue was up 85.2% on a year-over-year basis. As a group, equities research analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current year.
NVIDIA Increases Dividend The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is presently 15.31%.
NVIDIA announced that its board has authorized a share buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.
NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, backed by a $300 million five-year collaboration, to advance agentic AI models for Korean industries and language use cases. The deal includes compute contributions, funding for at least 10 researchers annually, and NVIDIA internships/full-time hiring pathways, reinforcing NVIDIA’s global AI ecosystem and talent pipeline. Article Title Positive Sentiment: NVIDIA’s partnership with Amkor to support U.S. advanced chip packaging expansion is another supportive development, as it strengthens supply-chain capacity for next-generation AI chips and helps meet rising demand for AI infrastructure. Article Title Positive Sentiment: Investor sentiment remains constructive on NVIDIA’s AI leadership, with analysts and market commentators highlighting its dominance in GPUs, strong fundamentals, and technical breakout signals above key moving averages. Article Title Neutral Sentiment: Some commentary suggests the stock may face near-term “sell-the-news” pressure after its latest earnings beat, especially as traders reassess whether AI spending momentum has already been priced in. Neutral Sentiment: Broader AI-capex headlines from Alphabet and other hyperscalers continue to drive sector interest, but they also appear to be fueling rotation within semiconductors rather than uniformly lifting NVIDIA shares. Negative Sentiment: NVIDIA is also facing renewed competitive noise, including AMD’s push with Anthropic and a wave of articles questioning whether large AI spending could eventually favor other chip and memory suppliers, which may temper enthusiasm for NVDA in the short term. Article Title Analysts Set New Price Targets Several equities analysts have recently issued reports on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $325.00 price target on shares of NVIDIA in a research note on Thursday, May 21st. Craig Hallum increased their price target on NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Melius Research set a $400.00 target price on NVIDIA in a research report on Thursday, May 21st. China Renaissance assumed coverage on NVIDIA in a report on Friday, June 5th. They set a “buy” rating and a $319.00 price target on the stock. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price objective on shares of NVIDIA in a research note on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $304.26.
Check Out Our Latest Analysis on NVDA
Insiders Place Their Bets In other NVIDIA news, Director John Dabiri sold 625 shares of the stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the transaction, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This trade represents a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,901,125 shares of company stock valued at $410,583,015 over the last quarter. 3.94% of the stock is owned by corporate insiders.
NVIDIA Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
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Ghe LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.9% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 748,086 shares of the computer hardware maker’s stock after selling 162,910 shares during the quarter. NVIDIA comprises about 27.7% of Ghe LLC’s holdings, making the stock its 2nd largest position. Ghe LLC’s holdings in NVIDIA were worth $130,466,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE raised its stake in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after buying an additional 11,900 shares during the period. Finally, Wealth Group Ltd. lifted its holdings in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.
Analyst Ratings Changes Several equities research analysts have commented on NVDA shares. Mizuho set a $300.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Wells Fargo & Company reiterated an “overweight” rating and issued a $315.00 price objective (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. BNP Paribas Exane boosted their price objective on shares of NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Daiwa Securities Group upped their target price on shares of NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. Finally, Evercore reaffirmed an “outperform” rating and issued a $413.00 target price (up from $352.00) on shares of NVIDIA in a report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $304.26.
Read Our Latest Research Report on NVIDIA
NVIDIA Stock Down 1.6% NVDA stock opened at $208.76 on Friday. The stock has a market capitalization of $5.05 trillion, a P/E ratio of 31.97, a PEG ratio of 0.41 and a beta of 2.21. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The company has a 50 day moving average price of $208.22 and a two-hundred day moving average price of $195.73.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company’s revenue was up 85.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.81 EPS. As a group, sell-side analysts expect that NVIDIA Corporation will post 8.79 EPS for the current year.
NVIDIA Increases Dividend The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were issued a $0.25 dividend. The ex-dividend date was Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s payout ratio is 15.31%.
NVIDIA announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.
Insider Activity at NVIDIA In other news, Director Stephen C. Neal sold 15,500 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the transaction, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This trade represents a 11.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the sale, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is owned by insiders.
NVIDIA News Roundup Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, backed by a $300 million five-year collaboration, to advance agentic AI models for Korean industries and language use cases. The deal includes compute contributions, funding for at least 10 researchers annually, and NVIDIA internships/full-time hiring pathways, reinforcing NVIDIA’s global AI ecosystem and talent pipeline. Article Title Positive Sentiment: NVIDIA’s partnership with Amkor to support U.S. advanced chip packaging expansion is another supportive development, as it strengthens supply-chain capacity for next-generation AI chips and helps meet rising demand for AI infrastructure. Article Title Positive Sentiment: Investor sentiment remains constructive on NVIDIA’s AI leadership, with analysts and market commentators highlighting its dominance in GPUs, strong fundamentals, and technical breakout signals above key moving averages. Article Title Neutral Sentiment: Some commentary suggests the stock may face near-term “sell-the-news” pressure after its latest earnings beat, especially as traders reassess whether AI spending momentum has already been priced in. Neutral Sentiment: Broader AI-capex headlines from Alphabet and other hyperscalers continue to drive sector interest, but they also appear to be fueling rotation within semiconductors rather than uniformly lifting NVIDIA shares. Negative Sentiment: NVIDIA is also facing renewed competitive noise, including AMD’s push with Anthropic and a wave of articles questioning whether large AI spending could eventually favor other chip and memory suppliers, which may temper enthusiasm for NVDA in the short term. Article Title About NVIDIA (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Featured Stories Five stocks we like better than NVIDIA Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market
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Citizens Business Bank cut its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 178,617 shares of the computer hardware maker’s stock after selling 3,039 shares during the period. NVIDIA makes up approximately 5.2% of Citizens Business Bank’s investment portfolio, making the stock its 3rd biggest position. Citizens Business Bank’s holdings in NVIDIA were worth $31,151,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE grew its position in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its position in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. increased its holdings in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.
NVIDIA Trading Down 1.6% NVIDIA stock opened at $208.76 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The business’s 50-day simple moving average is $208.22 and its 200-day simple moving average is $195.73. The firm has a market capitalization of $5.05 trillion, a PE ratio of 31.97, a PEG ratio of 0.41 and a beta of 2.21. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.61 billion during the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The business’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.81 EPS. Equities research analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current year.
NVIDIA announced that its board has authorized a share repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.
NVIDIA Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were paid a dividend of $0.25 per share. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, June 4th. NVIDIA’s dividend payout ratio is 15.31%.
Insiders Place Their Bets In other NVIDIA news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the sale, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,901,125 shares of company stock worth $410,583,015 over the last quarter. Company insiders own 3.94% of the company’s stock.
Analysts Set New Price Targets Several equities research analysts have recently commented on NVDA shares. Morgan Stanley set a $288.00 target price on NVIDIA and gave the company an “overweight” rating in a report on Thursday, May 21st. Itau BBA Securities cut their price objective on NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $255.00 price objective (up from $220.00) on shares of NVIDIA in a research note on Thursday, May 21st. UBS Group lifted their target price on shares of NVIDIA from $275.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Finally, President Capital boosted their price target on shares of NVIDIA from $280.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $304.26.
Check Out Our Latest Stock Report on NVDA
Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, backed by a $300 million five-year collaboration, to advance agentic AI models for Korean industries and language use cases. The deal includes compute contributions, funding for at least 10 researchers annually, and NVIDIA internships/full-time hiring pathways, reinforcing NVIDIA’s global AI ecosystem and talent pipeline. Article Title Positive Sentiment: NVIDIA’s partnership with Amkor to support U.S. advanced chip packaging expansion is another supportive development, as it strengthens supply-chain capacity for next-generation AI chips and helps meet rising demand for AI infrastructure. Article Title Positive Sentiment: Investor sentiment remains constructive on NVIDIA’s AI leadership, with analysts and market commentators highlighting its dominance in GPUs, strong fundamentals, and technical breakout signals above key moving averages. Article Title Neutral Sentiment: Some commentary suggests the stock may face near-term “sell-the-news” pressure after its latest earnings beat, especially as traders reassess whether AI spending momentum has already been priced in. Neutral Sentiment: Broader AI-capex headlines from Alphabet and other hyperscalers continue to drive sector interest, but they also appear to be fueling rotation within semiconductors rather than uniformly lifting NVIDIA shares. Negative Sentiment: NVIDIA is also facing renewed competitive noise, including AMD’s push with Anthropic and a wave of articles questioning whether large AI spending could eventually favor other chip and memory suppliers, which may temper enthusiasm for NVDA in the short term. Article Title NVIDIA Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
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Nvidia (NVDA -1.56%) stock is actually beating the Nasdaq and the S&P 500, up about 11% year to date as of July 22.
For most stocks, that's not bad at all, and most investors would take that.
But Nvidia is not like most stocks. It is the largest company in the world by market cap and is the leader and the face of the AI revolution.
Over the last three years, it averaged a 67% annualized return, and over the previous five years, it has an average annualized return of 60%.
The last three calendar years -- from 2023 through 2025 -- it returned 38%, 170%, and 240%, respectively.
So, while it's beating the benchmarks, the return has fallen short of recent years, despite ridiculously strong revenue and earnings growth numbers and a current quarter outlook that calls for revenue to increase 11% sequentially to $91 billion.
Image source: Getty Images.
Nvidia is trading at a near-historic low valuation With a 90% market share in its core business of making graphics processing units (GPUs) for data centers, AI accelerators, and other applications, Nvidia is a staple in many portfolios.
But right now, this is a particularly good time to either add shares or take a new position in Nvidia. Here's why.
One, the stock's valuation is as cheap as it's been in at least the past five years. It is currently trading at 31 times earnings and 23 times forward earnings. At no time within the last five years has Nvidia's P/E ratio been as low as it's been in recent weeks.
The P/E ratio is roughly 41% below its 10-year average of 53.
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And its five-year PEG ratio, which gauges the stock price in relation to its long-term earnings growth expectations, is actually in value territory. A PEG ratio below 1 means a stock is undervalued, and currently, Nvidia's is at a historic low of 0.56.
The last time Nvidia's P/E ratio was even remotely close to 31 was in April 2025 after the tariffs were announced. After that, the stock price rose from a low of $94 per share on April 4, 2025, to finish the year at $186 per share -- a gain of 99%.
A history of gains leading up to earnings reports History also says that Nvidia's shares tend to rise leading up to its earnings report, as investors anticipate more blowout results. Over the past five quarters, starting with Q1 2025, which Nvidia reported on May 28, 2025, Nvidia stock has risen in the month before earnings were reported.
Some gains were smaller, like the 3% gain to $182 per share leading up to the fiscal Q2 report on Aug. 27, 2025. But some jumps were huge, like the 24% gain to $134 per share one month leading up to the Q1 report on May 28, 2025.
I'm not saying Nvidia stock will jump 24% between now and Nvidia's Aug. 26 fiscal Q2 earnings report, but there is a parallel with that 24% jump leading up to Q1 2025. At that point, Nvidia stock was trading at multiple that is similar to its current multiple.
Bottom line: This is a great time to consider Nvidia stock.
According to the latest estimates, Nvidia (NASDAQ: NVDA) is scheduled to pay its third quarterly dividend of 2026 on October 2.
The chipmaker will reward shareholders with $0.25 per share, meaning the payment will remain unchanged from the previous Nvidia dividend payout date on June 26, as per the data Finbold assessed on Dividend.com.
Like the June payout, the upcoming dividend is a continuation of the company’s new dividend policy of distributing 50% of free cash flow via dividends and share buybacks.
Shareholders holding 100 NVDA shares will receive $25 in dividends pre-tax – a significant increase from just $1 received in April.
Nvidia stock dividend schedule. Source: Dividend.com New Nvidia dividend strategy continues With about 24.391 billion shares outstanding, the total dividend payout will amount to approximately $6.1 billion. To be eligible for the next Nvidia stock dividend, investors will have to have purchased their shares by August 27, at least according to the current estimates.
As of press time, the company’s projected three-year dividend compound annual growth rate (CAGR) stands at 262.2% for 2026 and 197.4% for 2027. On the other hand, the projected five-year CAGR is expected to exceed 116% in 2026 and 128% in 2027. The estimated 10-year dividend CAGR is projected at more than 51%.
Despite the rapid dividend growth, however, Nvidia’s forward payout ratio remains just 7.84%, suggesting the company retains the vast majority of its earnings for investments. Nonetheless, the company has increased its dividend for three consecutive years, showing it still remains committed to returning capital, even while maintaining an aggressive growth strategy.
Overall, Nvidia currently has a dividend yield of 0.13%. For comparison, the average yield in the sector is 1.37%. Finally, the stock pays dividends on a quarterly basis, and the price usually recovers within 2.5 days after the ex-dividend date.
Featured image via Shutterstock
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Marvell Technology (MRVL -1.02%) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NVDA -1.56%) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
But is this enough to make Marvell the new Nvidia? Let's take a look.
Image source: Getty Images.
Marvell's custom AI chip business could take off over the next few years Marvell makes connectivity devices for data centers and also assists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
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This may seem like an odd relationship, because Marvell is actively pursuing an industry that undermines Nvidia's GPU business despite Nvidia investing in them. However, Nvidia isn't concerned, because it understands that GPU-based training and inference are necessary in some applications, and that custom AI chips are better for the job in others. But, because Nvidia is making sure that Marvell's chips plug into its existing network, it ensures that Nvidia chips will still be used alongside any custom chip Marvell produces. That's a great spot to be in, but can Marvell become a new Nvidia?
I don't think so. Why? It's really more like Broadcom (AVGO -1.19%).
Broadcom is a far better comparison While Nvidia is the name in AI computing, Broadcom is following close behind. Like Marvell, Broadcom designs custom AI chips and has connectivity switches and networking equipment. This makes these two very similar and shares a lot more business overlap than they do with Nvidia. Broadcom's custom AI chip customers include Meta Platforms, Anthropic, OpenAI, and the biggest custom AI chip customer right now, Alphabet.
So, is Marvell a better buy than Broadcom or even Nvidia? Let's take a look.
For the current fiscal year, Wall Street analysts expect Marvell to deliver 41% revenue growth and 45% during the next fiscal year. While that's a solid growth rate, it's still behind Broadcom's expected 66% growth rate this year and 63% for next year. Nvidia is expected to generate 82% growth this year and 42% next year, although the analyst community has historically underprojected Nvidia's growth rate for years.
Despite those stronger growth outlook figures, Broadcom and Nvidia trade at far cheaper price tags than Marvell.
NVDA PE Ratio (Forward) data by YCharts
Why? Well, Marvell is the new shiny toy in this segment of the market. After three years of dominance, investors have gotten bored with Nvidia despite a strong outlook, and Broadcom is nearing the same level of complacency. However, individual investors don't need to get wrapped up in market sentiment like that. Instead, they should just look at the facts to decide which is the better stock pick.
While Nvidia and Marvell may not be in the same industry, Nvidia's valuation is less than half of Marvell's despite similar growth rates expected for next year. Broadcom is pretty much in the same industry as Marvell, but is valued at a much lower price tag and is expected to grow at a much faster rate. I think that combining these two makes them better buys than Marvell, and investors should be focused on these two established winners versus Marvell.
Keithen Drury has positions in Alphabet, Amazon, Broadcom, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Broadcom, Marvell Technology, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Orchestra Portable AI Hub Utilizes NVIDIA Jetson™ Platform for Real-Time Visual Perception, Gesture Recognition and Multi-Device Coordination
AUSTIN, Texas, July 24, 2026 (GLOBE NEWSWIRE) -- Wetour Robotics Limited (NASDAQ: WETO) ("Wetour Robotics" or the "Company"), a Physical AI infrastructure and wearable robotics company, today outlined Orchestra, its portable AI hub and operating system for wearable robotics. Orchestra is designed to enable real-time visual perception, gesture recognition and multi-device coordination by centralizing AI processing in a dedicated edge computing unit powered by NVIDIA Jetson.
Developing Physical AI with NVIDIA Technologies
Orchestra is designed to serve as the central intelligence and coordination layer for Physical AI and wearable robotics devices. By externalizing computing power from individual wearable endpoints into a dedicated portable hub, Orchestra enables devices such as smart glasses, gesture-control wristbands and body-worn sensors to remain lightweight and energy-efficient while the hub handles intensive AI processing, multi-device coordination and real-time decision-making.
The Orchestra hub utilizes the NVIDIA Jetson platform for on-device inference, supporting two core technology modules:
Vision-Link -- a visual perception and command pipeline that processes real-time visual input, performs scene understanding using NVIDIA-accelerated inference and translates visual context into actionable commands for connected physical devices.
Conductor -- a neural gesture recognition and command translation system. Conductor reads electromyographic (EMG) signals from the wearer's wrist, uses proprietary algorithms running on NVIDIA Jetson to recognize continuous hand gestures in real time, and converts recognized gestures into precise control commands for connected devices such as exoskeletons, smart furniture and robotic arms.
"NVIDIA Jetson is the computing foundation that makes Orchestra's real-time coordination possible," said Nan Zheng, Chief Executive Officer of Wetour Robotics. "Vision-Link turns what you see into machine action. Conductor turns how you move into machine commands. Both require low-latency, on-device AI processing enabled by NVIDIA edge computing. This is edge AI applied to the human body."
Open Architecture Approach
Orchestra is being developed with an open architecture approach. The Company intends to explore open interface protocols that would allow third-party hardware manufacturers, including makers of exoskeletons, smart furniture and robotic devices, to build on the Orchestra platform, while Wetour Robotics retains proprietary capabilities in its core intelligence engine, including Vision-Link and Conductor.
"The real bottleneck in Physical AI is not building better robots -- it is imagining better use cases," Zheng added. "Orchestra, powered by NVIDIA edge AI computing, gives builders tools to create Physical AI applications at the performance level these use cases demand."
About Wetour Robotics Limited
Wetour Robotics Limited (NASDAQ: WETO), formerly known as Webus International Limited, is a Physical AI infrastructure and wearable robotics company developing Orchestra, a portable AI hub and operating system designed to coordinate human intent with intelligent physical devices. Orchestra's core technology modules include Vision-Link, a visual perception and command pipeline, and Conductor, a neural gesture recognition and command translation system. Wetour Robotics is headquartered in Austin, Texas. For more information, visit www.wetourrobotics.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding the development, capabilities, architecture, performance, interoperability and commercialization of Orchestra, Vision-Link and Conductor; the use and availability of NVIDIA technologies; and potential third-party adoption. Words such as "designed to," "intends," "expects," "plans," "may," and similar expressions identify forward-looking statements. These statements are based on the Company's current expectations and involve risks and uncertainties, including development delays, technical performance, availability and performance of third-party technologies, interoperability, commercialization, customer adoption, competition, capital resources and other risks described in the Company's filings with the U.S. Securities and Exchange Commission. Actual results may differ materially from those expressed or implied. The Company undertakes no obligation to update forward-looking statements except as required by law.
Investor Relations Contact
Annabelle Li
Investor Relations - Wetour Robotics Limited [email protected]
Nvidia (NVDA -1.56%) is taking a larger equity position in Nebius (NBIS +1.29%).
*Stock prices used were the afternoon prices of July 21, 2026. The video was published on July 23, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Nvidia (NVDA -1.56%) has been on an incredible run in recent years. Shares have skyrocketed 978% since late July 2021 (as of July 22), a gain no investor can complain about.
But this leading artificial intelligence (AI) stock has slowed down. It's up 12% in 2026, barely beating the S&P 500 index. Investors have come to expect more from Nvidia. Here's what its muted performance so far this year might suggest.
Image source: The Motley Fool.
How durable is Nvidia's success? To be clear, a 12% price gain in less than seven months isn't anything to be disappointed by. It's just that because the stock rose 39% in 2025, 171% in 2024, and 239% in 2023, the investment community -- which has been primed to have persistently high expectations -- might be worried that slower returns are a sign of what's to come. It's impossible to know if this is the case, though.
Nvidia's business continues to fire on all cylinders. Revenue surged 85% year over year in the 2026 second quarter (ended April 26) to $81.6 billion, establishing a fresh record. Demand is off the charts, as hyperscalers keep spending aggressively to build data centers for AI training and inference. The innovation pipeline is robust, and the company's profitability is incredible.
According to management, the future could not be brighter. "AI infrastructure spending is on track to reach $3 trillion to $4 trillion annually by the end of this decade," chief financial officer Colette Kress said on the latest earnings call. As long as the AI spending boom continues, Nvidia will benefit.
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But that draws attention to what may be the biggest question the market has. And this relates to the durability of its success. The hyperscalers are developing their own custom chips in-house to lessen their dependence on Nvidia's powerful graphics processing units (GPUs). Even though the demand is strong today, this introduces a long-term risk as Nvidia's most important customers seek an exit strategy.
What's more, AI-related capital expenditures could drastically come down if the ultimate returns don't live up to expectations. This is a huge unknown.
Wall Street also expects sales gains to decelerate. Sell-side consensus estimates call for revenue to increase 219% between fiscal 2026 and fiscal 2029, a significantly slower pace than the 700% reported in the prior three years.
This AI stock's valuation is compelling Nvidia shares currently trade 10% off their peak, as investors take a breather. The valuation is very compelling: The stock can be bought right now at a forward price-to-earnings ratio of 23.6, representing a small 10% premium to the S&P 500 index.
It might be too hard to pass on buying this AI stock, even incorporating the risks mentioned.
As artificial intelligence and global data monitoring redefine the modern economy, choosing between NVIDIA (NVDA -1.56%) and Planet Labs PBC (PL -1.06%) requires a clear look at their differing trajectories. Both companies represent high-growth ambitions within the broader technology landscape.
NVIDIA dominates the hardware foundation of the digital world, while Planet Labs provides a unique view of Earth from space. While one is a trillion-dollar leader and the other is a growing up-and-comer, both companies are leveraging advanced computing to capture value in an increasingly data-driven global market.
The case for NVIDIANVIDIA designs the hardware and software used for accelerated computing and graphics. The company recently expanded its predictive capabilities by acquiring Kumo AI for nearly $400 million in June 2026. Note that two direct customers account for roughly 22% and 14% of total revenue, and customer concentration like this adds a layer of risk to the business. The company also clarified it is not in talks to acquire any PC manufacturers despite market rumors.
In its 2026 fiscal year (FY), revenue reached $215.9 billion, representing growth of 65.5% compared to the prior year. Net income for the period was $120.1 billion, resulting in a net margin of 55.6%. This performance reflects a significant upward trend in demand for high-end computing components across various industries.
As of its January 2026 balance sheet, the debt-to-equity ratio is 0.1x, which compares total debt to shareholder equity to show how a company funds its operations. The current ratio, which measures the ability to pay short-term obligations with short-term assets, is 3.9x. Free cash flow, calculated by subtracting capital expenditures from operating cash flow, reached $96.7 billion.
The case for Planet Labs PBCPlanet Labs provides daily Earth-imaging data through a subscription platform, serving sectors like agriculture and mapping. The company is currently expanding its global presence, including a new office in London focused on AI-driven partnerships within the defense stocks and commercial sectors. Much of its revenue comes from multi-year licensing agreements with large commercial enterprises and government entities.
In FY 2026, the company reported revenue of $307.7 million, which marks growth of 25.9% year-over-year. However, it recorded a net loss of $246.9 million for the fiscal year. This resulted in a negative net margin of 80.2% as the company continues to invest in its orbital infrastructure and data analytics software.
Based on the January 2026 balance sheet, the debt-to-equity ratio is 2.5x, indicating that total liabilities exceed shareholder equity. The current ratio is 1.7x, suggesting the company maintains enough liquidity to cover immediate expenses. Note that stock-based compensation (SBC) represented 40.9% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonNVIDIA faces significant geopolitical hurdles, as stringent U.S. export restrictions on China limit its total addressable market. The company also deals with active litigation regarding historical crypto-mining revenue and intense competitive pressure from Advanced Micro Devices, Intel, and large cloud providers such as Amazon, which are producing their own AI semiconductor chips. Additionally, a heavy reliance on a limited number of international foundries creates vulnerabilities to regional geopolitical instability and sudden demand-supply mismatches.
Planet Labs carries risks related to its history of operating losses and the ongoing need for substantial capital to maintain its satellite constellation. The business is also vulnerable to technical failures in orbit, launch delays, or ground station outages that could interrupt services for its thousands of users. Furthermore, the company must navigate strict regulatory oversight from agencies like the FCC while competing against government-subsidized imagery programs such as Landsat, which may exert downward pressure on pricing.
Valuation comparisonNVIDIA appears more attractive on a Forward P/E basis, although both companies carry high P/S ratio figures relative to their current sales and future earnings estimates.
MetricNVIDIAPlanet Labs PBCForward P/E23.0x202.2xP/S ratio23.3x25.0xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Both NVIDIA and Planet Labs operate in hot sectors. The former is the industry leader in AI semiconductor chips, while the latter is involved in the emerging space economy.
The potential of investing in Planet Labs was illustrated this year when the stock soared to an eye-popping 52-week high of $51.76 in May. The increase was due to investor excitement over the emerging space economy, exemplified by the historic initial public offering (IPO) of Space Exploration Technologies Corporation, better known as SpaceX, in June.
However, Planet Labs stock has returned to earth since the SpaceX IPO. While it delivered record revenue of $94 million, representing an impressive 42% year-over-year increase, in its fiscal first quarter ended April 30, the company also posted an operating loss of $34.9 million, a substantial increase from the prior year’s loss of $22.8 million.
NVIDIA stock is unlikely to see the kind of explosive share price increase Planet Labs experienced this year, because Wall Street now holds sky-high expectations of the AI chip leader. Even so, NVIDIA is a well-run business under visionary CEO Jensen Huang, who correctly predicted the company’s chips could galvanize the AI sector.
In NVIDIA’s first quarter ended April 26, 2026, the company reported revenue of $81.6 billion, up an outstanding 85% from a year ago, demonstrating its dominance in the AI chip market. Its industry leadership, strong financials, and superior share price valuation make NVIDIA the better stock to own over Planet Labs.
Nvidia (NVDA -1.56%) has been one of the best stocks to own over the past few years. However, so far in 2026, it has been just an average performer: It's essentially even with the S&P 500's (^GSPC -1.21%) gains year-to-date.
That tepid stock performance is out of step with its business results, as it has been crushing it lately. In fact, Nvidia's underperformance this year has actually caused its valuation to dip to its lowest point since 2019. That's why I believe the stock is one of the best buys in the market right now.
Image source: The Motley Fool.
AI wasn't in focus the last time Nvidia was this cheap On a trailing price-to-earnings (P/E) basis, Nvidia is trading at a ratio of about 31. The last time Nvidia's stock traded for about 30 times earnings was in 2019.
NVDA PE Ratio data by YCharts.
Nvidia's stock certainly has a long way to go before reaching the lows it hit that year again, but what's more notable is that Nvidia is now cheaper than it has been during any other time in the AI infrastructure build-out, which started in 2023. That's significant, because its outlook is quite strong.
For this fiscal year, Wall Street analysts expect Nvidia to deliver 82% revenue growth, and next year, they expect 42%. Those are still excellent results, and the reality is that the analysts are likely underestimating next year's growth, as Wall Street has consistently underprojected Nvidia's results.
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The AI build-out is still gaining momentum, and that bodes well for the chipmaker's future. So, paying 31 times earnings for Nvidia seems like a smart move, especially when its big tech peers trade at similar or higher levels, with lower growth expectations. Apple (AAPL -1.30%) and Alphabet (GOOG -6.88%)(GOOGL -7.12%) trade for 40 and 27 times earnings, respectively. Both of these companies are lucky to grow their revenue at a 20% pace, let alone the nearly 100% growth Wall Street expects from Nvidia during Q2.
If you compare Nvidia to chip industry peers like AMD (AMD -2.31%) and Broadcom (AVGO -1.19%), these two trade for 165 and 63 times earnings, respectively. Yet Nvidia is growing at a faster pace than either of them.
NVDA Revenue (Quarterly YoY Growth) data by YCharts.
Nvidia is delivering incredible growth, and few companies can match it. With Nvidia trading at around the same (or cheaper) valuations as many of them, this valuation gap will widen even more. As a result, I think Nvidia is a fantastic buy, as the market isn't respecting Nvidia like it once did. Eventually, it will come back around, and when it does, Nvidia will be the best stock to own in the market once again.
Keithen Drury has positions in Alphabet, Broadcom, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Broadcom, and Nvidia. The Motley Fool has a disclosure policy.
NVIDIA and KAIST are launching a joint AI research lab at the KAIST Kim Jaechul Graduate School of AI in Seoul, dedicated to advancing agentic AI models and agent systems built for South Korea’s industries, language and future.The collaboration includes compute contributions, funding for at least 10 KAIST researchers annually with NVIDIA internships, plus full-time NVIDIA roles for top Korean researchers — creating new pathways for Korea’s AI talent.A core focus is developing models optimized for Korea, using NVIDIA Nemotron open models and local NVIDIA Cloud Partner infrastructure to build a pipeline from academic research to enterprise and national AI deployments. SANTA CLARA, Calif. and SEOUL, July 23, 2026 (GLOBE NEWSWIRE) -- NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) today announced the launch of a joint AI research laboratory at the KAIST Kim Jaechul Graduate School of AI in Seoul, dedicated to advancing agentic AI for South Korea.
The collaboration will establish a robust academic AI research program, bringing together NVIDIA full-stack AI expertise, NVIDIA Nemotron™ open models and NVIDIA AI Cloud partner computing with the world-class scientific talent at KAIST, one of Asia’s premier research universities.
“Korea is home to leading AI researchers and is one of the world’s most advanced technology ecosystems,” said Bill Dally, chief scientist and senior vice president of research at NVIDIA. “The joint NVIDIA-KAIST research lab will provide a foundation for the next frontier of AI research to accelerate AI models and agent systems built for Korea’s industries, language and future.”
“AI research is entering a new era — one that requires frontier talent, large-scale infrastructure and deep collaboration across academia and industry,” said Hyunwoo Kim, incoming faculty member at the KAIST Kim Jaechul Graduate School of AI, who will serve as head of the joint NVIDIA-KAIST lab upon joining KAIST. “Together, NVIDIA and KAIST Kim Jaechul Graduate School of AI will pursue ambitious work that helps Korea attract and retain top AI scientists while building lasting ties with NVIDIA’s global research organization.”
Full-Stack Infrastructure, Open Models and Collaboration Fuel Korea’s AI Future
The lab will be established at the KAIST Kim Jaechul Graduate School of AI in Seoul. KAIST, headquartered in the tech hub of Daejeon, has a strong focus on public research spanning engineering, AI, semiconductor technology, robotics and digital humanities.
The joint lab plans to fund at least 10 KAIST researchers annually and provide each with internship opportunities at NVIDIA. In addition, NVIDIA plans to hire exceptional Korean researchers for full-time positions. Together, these efforts will create stronger pathways for Korea’s top AI talent to pursue ambitious research, build long-term careers and deepen global collaboration between academia and industry.
The $300 million collaboration is expected to include $50-million-per-year compute contributions across an initial five-year period. Compute infrastructure from local NVIDIA Cloud Partners will provide researchers with direct access to the latest NVIDIA AI infrastructure.
Among the lab’s priorities will be developing models optimized for the Korean language and Korea-specific use cases, with NVIDIA Nemotron open models to advance the country’s AI capabilities, fostering a pipeline from academic discovery to enterprise and national AI deployments.
About KAIST
The Korea Advanced Institute of Science and Technology (KAIST) is a public research university in Daejeon, South Korea. Founded in 1971, KAIST is consistently ranked among Asia’s top universities in science and engineering and has produced many of Korea’s leading scientists, engineers, and entrepreneurs. For more information, visit www.kaist.ac.kr.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Corporate Communications
NVIDIA Corporation [email protected]
Certain statements in this press release including, but not limited to, statements as to: the joint NVIDIA-KAIST research lab providing a foundation for the next frontier of AI research to accelerate AI models and agent systems built for Korea’s industries, language and future; expectations with respect to NVIDIA’s collaboration with KAIST; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Building a great product is one thing. Getting a company like Nvidia to put its name behind it is something else entirely.
In this episode of Build Mode, host and Startup Battlefield lead Isabelle Johannessen sits down with Sydney Sykes, who leads global venture capital alliances and partnerships at Nvidia, to unpack how startups break into the Nvidia ecosystem and what a corporate venture capital partnership actually looks like once they’re in.
Sydney explains how founders can get on Nvidia’s radar through programs like Nvidia Inception, why strategic alignment matters more than a slick pitch deck, and how corporate venture capital differs from traditional venture capital when it comes to fundraising, diligence, and deal terms.
Drawing on her experience as an investor at NEA and Lightspeed Venture Partners, and as co-founder of Black VC, she also discusses access and representation in venture capital and how the AI boom is reshaping who gets funded. She closes with practical fundraising advice for founders hoping to build lasting relationships with corporate VCs like Nvidia.
They get into:
How a startup can “enter the Nvidia orbit” through the Nvidia Inception program. What Nvidia looks for before offering its stamp of approval to an AI startup. Corporate venture capital vs. traditional venture capital — what founders need to know. Why a corporate VC checks for strategic relevance, not just financial upside. How to pitch the same startup differently to a corporate VC vs. an institutional VC. Why founders should build their cap table like a puzzle, not a popularity contest. How the AI boom is lowering barriers to entrepreneurship — and where old barriers remain. Why Sydney believes VCs should pay closer attention to energy and data center infrastructure. How Black VC is expanding access and education across the venture capital industry. Sydney’s advice for founders trying to break into the corporate venture ecosystem. Subscribe to Build Mode on Apple Podcasts, Spotify, or wherever you like to listen. And watch the full videos on YouTube. New episodes of Build Mode drop every Thursday.
Hosted by Isabelle Johannessen. Produced and edited by Maggie Nye. Audience development led by Morgan Little. Special thanks to the Foundry and Cheddar video teams.
Maggie Nye is a Podcast Producer for TechCrunch based in Denver, Colorado. Previously, she worked as the Brand and Content Manager for BUILT BY GIRLS where she developed an interest in tech and a passion for creating equitable and welcoming professional tech spaces. She holds a bachelor’s degree in Journalism with a minor in English from Hofstra University in New York.
You can contact or verify outreach from Maggie by emailing [email protected].
Isabelle leads Startup Battlefield, TechCrunch’s iconic launchpad and competition for the world’s most promising early-stage startups.
You can contact or verify outreach from Isabelle by emailing [email protected].
She scouts top founders across 99+ countries and prepares them to pitch on the Disrupt stage in front of tier-one investors and global media. Before TechCrunch, she designed and led international startup acceleration programs across Japan, Korea, Italy, and Spain—connecting global founders with VCs and helping them successfully enter the U.S. market. With a Master’s in Entrepreneurship & Disruptive Innovation—and a past life as a professional singer—she brings a blend of strategic rigor and stage presence to help founders craft compelling stories and stand out in crowded markets.
