Latest news with #JensenHuang
Yahoo
3 hours ago
- Business
- Yahoo
Nvidia (NVDA) Climbs for Fifth Straight Session, Reclaims Top Market Cap Spot
Nvidia (NVDA, Financials) rose for a fifth straight session Friday, pushing its market value to $3.8 trillion and reclaiming its spot as the most valuable public company. The stock has climbed 66% since April lows, fueled by strong demand for AI chips. Warning! GuruFocus has detected 4 Warning Signs with NVDA. CEO Jensen Huang warned that U.S. export rules effectively shut Nvidia out of China's $50 billion market, saying recent results would have been stronger with access. At the company's shareholder meeting Wednesday, Huang called robotics Nvidia's next big opportunity, citing a future of billions of robots powered by its chips. The segment, including automotive, generated $567 million last quarter. Wedbush's Dan Ives projected Nvidia and Microsoft (MSFT, Financials) could hit $4 trillion in value this summer and $5 trillion in 18 months. Investors are watching for updates on China policy and Nvidia's earnings guidance. This article first appeared on GuruFocus.
Yahoo
4 hours ago
- Business
- Yahoo
Nvidia (NVDA) Climbs for Fifth Straight Session, Reclaims Top Market Cap Spot
Nvidia (NVDA, Financials) rose for a fifth straight session Friday, pushing its market value to $3.8 trillion and reclaiming its spot as the most valuable public company. The stock has climbed 66% since April lows, fueled by strong demand for AI chips. Warning! GuruFocus has detected 4 Warning Signs with NVDA. CEO Jensen Huang warned that U.S. export rules effectively shut Nvidia out of China's $50 billion market, saying recent results would have been stronger with access. At the company's shareholder meeting Wednesday, Huang called robotics Nvidia's next big opportunity, citing a future of billions of robots powered by its chips. The segment, including automotive, generated $567 million last quarter. Wedbush's Dan Ives projected Nvidia and Microsoft (MSFT, Financials) could hit $4 trillion in value this summer and $5 trillion in 18 months. Investors are watching for updates on China policy and Nvidia's earnings guidance. This article first appeared on GuruFocus. Sign in to access your portfolio
Mint
5 hours ago
- Business
- Mint
Nvidia vs Microsoft: Which AI heavyweight will hit $4 trillion first?
The race to become the first $4 trillion company is on. Artificial-intelligence heavyweights Microsoft and Nvidia continue to battle to be the world's most valuable company by market capitalization, after surpassing the $3 trillion milestone last year. Twice this month, Microsoft unseated Nvidia as the most valuable company, but Nvidia regained its title Wednesday. On Thursday, its shares clinched a four-day winning streak and record close of $155.02. That put Nvidia's market value at $3.782 trillion, ahead of Microsoft's $3.697 trillion. Now, it's just a matter of who gets to $4 trillion first. Wedbush analysts say we will find out soon enough. 'We believe both Nvidia and Microsoft will hit the $4 trillion market cap club this summer and then over the next 18 months the focus will be on the $5 trillion club," the analysts wrote in a research note Friday. They characterize Nvidia and Microsoft as the so-called poster children of the AI revolution, which they say 'represents the biggest tech transformation in over 40 years." After all, Nvidia's momentous ascent has been the stuff of dreams for AI fans. Interest in AI reached new heights when ChatGPT launched in late 2022, and Nvidia's powerful graphics processing units emerged as a solution to power the technology. Today, Nvidia is widely regarded as the chip maker of choice for hyperscalers, Microsoft included. Nvidia stands at the forefront, 'as they are the only game in town with their chips the new gold and oil." The company's dominance allows CEO Jensen Huang to have 'the best perch and vantage point to discuss overall enterprise AI demand," the analysts contended. Microsoft's AI story has been equally compelling for bulls. The company once known for the Windows operating system and Microsoft Office suite has rebranded itself into an AI enterprise—if the language in its latest earnings report is any indication. Azure, Microsoft's flagship cloud computing platform, offers a suite of tools that allow developers to build and deploy AI applications. Its footing in the cloud computing space, alongside other hyperscalers like Alphabet, is a key advantage: The need for cloud compute is only expected to grow as the adoption of AI, a power-intensive technology, ramps up. As more AI use cases are identified, the Wedbush team expects Amazon Web Services and Google Cloud Platform to 'acquire AI-capable chips, build AI-capable service offerings, and sell those services into their respective installed bases." Nvidia stock rose 1.3% to $157.11 on Friday. Wedbush maintains an Outperform rating and $175 price target on the shares. Microsoft was flat at $497.67. The firm rates Microsoft at Outperform with a $600 target price. Wedbush Fund Advisers launched the Dan IVES Wedbush AI Revolution ETF earlier this month, which includes Microsoft, Nvidia, and the other Magnificent Seven tech stocks.
Yahoo
9 hours ago
- Business
- Yahoo
Nvidia Reclaims Top Spot in Tech
Nvidia's (NASDAQ:NVDA) stock hit a fresh peaktopping $154.97driven by Jensen Huang's bullish vision for AI and robotics, and a rally that pushed its market cap above $3.7 trillion, briefly reclaiming the title of the world's most valuable company. Warning! GuruFocus has detected 6 Warning Sign with MSFT. On Wednesday, NVDA shares climbed about 4.3% to close at $154.31, marking an all-time high after CEO Jensen Huang outlined multitrillion-dollar opportunities in AI, robotics, autonomous vehicles, and smart factories. That optimism was bolstered by Loop Capital's Ananda Baruah, who boosted his price target from $175 to $250, citing an anticipated $2 trillion spend by hyperscalers on AI infrastructure by 2028. Nvidia's latest quarterly results already showcased a 69% year-over-year revenue surge, led by a 73% gain in its data-center business. Nvidia's rally isn't just a stock storyit reflects a broader tech leadership battle. Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL) have each held the top market-cap slot this year, but Nvidia's AI-driven momentum underlines how critical specialized processors have become to cloud services, autonomous systems, and next-gen manufacturing. With NVDA up over 12% in June aloneand outpacing the ~2.6% gain in the broader Nasdaqthe chipmaker's AI-first strategy continues to captivate investors. All eyes now turn to whether Nvidia can sustain this pace, as valuation debates swirl around its lofty growth expectations. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data
Yahoo
11 hours ago
- Business
- Yahoo
Can Investing $10,000 in Nvidia Stock Make You a Millionaire?
Nvidia is still reporting stellar results despite fears about its business and competition. The company sees huge opportunities going forward as AI becomes central in many parts of life. It's releasing new and more powerful technology to keep up with demand. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) stock has lost some of its momentum this year after gaining 1,400% over the past five years. It's lost some investor confidence for a number of reasons, including fears that new artificial intelligence (AI) models won't need its powerful chips and regulations that limit what the company can ship to China. But many investors still see its incredible long-term opportunities, and 90% of the 67 Wall Street analysts that cover it still call it a buy. Let's see where Nvidia is holding, where it's going, and whether or not investing in Nvidia stock today can make you a millionaire. For all the talk about how much more Nvidia can grow, it delivered a blowout report for the fiscal 2026 first quarter (ended April 27). Revenue increased 69% year over year, and non-GAAP (adjusted) earnings per share were up from $0.61 last year to $0.81 this year. That included a charge it had to take for not being able to fulfill orders to China, resulting in a $0.15 loss per share. Nvidia is a profit machine with a 52% net profit margin. Nvidia is easily the leader in its field, with as much as 95% of the total AI chip market, depending on who you ask. It has deals with pretty much all the major players in AI, who rely on its powerful graphics processing units (GPU) to make the generative AI magic happen. The companies who are out there offering AI platforms, like Amazon and Meta Platforms, need huge data centers to create the power necessary to drive the technology, and they need Nvidia as a partner. Data centers are Nvidia's highest-growth business right now, increasing 73% year over year in the first quarter. Amazon, for one, is creating its own chips to offer budget options for some of its clients. However, it will maintain its relationship with Nvidia because it needs Nvidia's highest-quality products for its own largest clients. The market was concerned when Chinese LLM DeepSeek came out a few months ago, and it seemed to offer excellent results without needing the power of chips like Nvidia's. Even at the time, Nvidia CEO Jensen Huang welcomed the news and said advances in AI were good for the whole industry, including Nvidia, and that he wasn't worried. Those concerns have since died down as Nvidia continues to roll out industry-leading products and stellar results. The company recently replaced its previous AI generation, called Hopper, with its improved technology under the Blackwell name. It's releasing the next iteration of that, called Blackwell Ultra, and it has the next generation of even more powerful chips, called Rubin, in the works for release next year. Huang said that the need for inference, which is how generative AI takes its data collection and turns it into results, has surged over the past year and that agentic AI will generate higher demand for AI computing. He added, "Countries around the world are recognizing AI as essential infrastructure -- just like electricity and the internet -- and Nvidia stands at the center of this profound transformation." The AI opportunity is simply enormous, and Nvidia is poised to maintain its dominant position and keep delivering shareholder wealth. There are reasons to envision Nvidia continuing to grow at a fast pace and for its stock to reflect that. However, as fast as it is growing, Nvidia isn't going to be able to replicate its earlier stock gains. The company is just too big. It's already expecting its growth rates to decelerate, even though it's also expecting the business to keep growing. It's just harder to report high double-digit growth on an increasingly large base. That's partially why, from an earnings perspective, Nvidia stock is looking very reasonably priced. It trades at a forward, one-year P/E ratio of only 25. Investing $10,000 today could be a great idea, but it isn't likely to make you a millionaire on its own. Turning $10,000 into $1 million implies a 10,000% increase, and Nvidia stock isn't likely to achieve that feat at this stage, even over the long term. However, the company still has incredible opportunities and should reward investors well in the coming years. If you're looking for a strong candidate for an AI stock to add to your portfolio and don't own Nvidia stock yet, it could be a valuable part of a millionaire-maker portfolio. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $689,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $906,556!* Now, it's worth noting Stock Advisor's total average return is 809% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy. Can Investing $10,000 in Nvidia Stock Make You a Millionaire? was originally published by The Motley Fool
