NVIDIA Stock News

Nvidia (NVDA -2.20%) has been one of the stock market's biggest movers and shakers in recent times. This is because the company plays a key role in a technology that has garnered everyone's attention: artificial intelligence (AI).

The S&P 500 (^GSPC -1.13%) has produced phenomenal returns over the last two and a half years since the bottom of the 2022 bear market. The index is up nearly 70% since Oct. 2022, but much of that gain has been driven by just a handful of stocks.

The AI boom is likely going to be the dominant macro theme for the coming decade. However, most of the AI opportunities are already richly valued by Mr. Market. That said, there are a few stocks that Mr. Market is still overlooking, giving investors a generational buying opportunity.

[00:00:04] Doug McIntyre: Lee, I'm worried about NVIDIA and that's because I think that.

The artificial intelligence (AI) revolution has created unprecedented opportunities for investors, but finding the right stocks requires looking beyond the hype. While hundreds of companies claim AI expertise, only a handful possess the technology, scale, and customer relationships to dominate this transformative market.

Nvidia (NVDA -2.20%) has delivered extreme wealth for early investors, but it's also rewarded investors who bought shares fairly recently. Although it's been under pressure this year, it's up more than 740% over the past three years.

Jensen Huang, CEO of Nvidia, travelled around Europe this week striking AI partnerships. There was a lot of excitement and intrigue wherever he went.

Nvidia Corporation's valuation is highly attractive, with strong EPS growth and profitability outpacing peers, making it a compelling entry point. AI-driven demand from hyperscalers and new sovereign deals (UAE, Saudi Arabia) provide a long runway for continued growth. Despite losing China revenue and recent price stagnation, Nvidia's fundamentals remain robust and its market leadership is unch...