NVIDIA Stock News

NVIDIA stands as the core of the AI infrastructure revolution, evolving far beyond a traditional chip company. NVDA's vertically integrated ecosystem, CUDA software, and strategic partnerships create a formidable moat and high switching costs for developers. Financially, NVDA boasts 56% YoY revenue growth, strong margins, and robust guidance, making bearish arguments difficult to sustain.

Demand for artificial intelligence is booming and only just getting started, according to Nvidia CEO Jensen Huang.

The Nvidia CEO says he doesn't think the U.S. is far ahead of China in AI development, while President Donald Trump has suggested no other country poses a serious threat to the U.S.'s lead.

Major U.S. equities indexes climbed Wednesday as enthusiasm for artificial intelligence stocks boosted the tech sector. The Dow, S&P 500, and Nasdaq all gained.

AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at Bloomberg intelligence.

Nvidia's AI boost lifts Nasdaq and S&P500, while traders eye Fed minutes and government shutdown risks weighing on US stock market sentiment today.

Nvidia CEO Jensen Huang says his company is investing in Elon Musk's xAI. The executive confirmed the chipmaker's participation in xAI's latest funding round in an interview with CNBC Wednesday (Oct. 8).

Nvidia stock is near a high. CEO Jensen Huang says demand for its Blackwell GPUS is 'really, really' high.