Nvidia, the Stock
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Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?
NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and continuing to rally despite ongoing trade tensions, export restrictions, and geopolitical uncertainty.
Nvidia Corporation continues to lead in AI & data centers, fueling stock growth despite risks & high valuations. Click for my NVDA update.
Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For context, industrials account for 8.7 percent of the index, while healthcare stands at 9.1 percent.
With Nvidia’s stock at record highs, some investors might be wary of buying. Options strategists suggest other ways to play the name.
Even at record highs, Nvidia’s stock may not be as expensive as it is touted to be. Some valuation metrics suggest room for upside
Nvidia stock fell to start the week as CEO Jensen Huang appeared to reaffirm his company’s commitment to the Chinese market.
Here's why Nvidia will likely become the first company to surpass $4 trillion in market value, what Nvidia and Microsoft must do to continue rising in price, and whether either growth stock is a buy now.
Nvidia's stock market value ended the trading session above $4 trillion, solidifying the chipmaker's position as Wall Street's central player in a race to dominate AI technology.
U.S. stocks are drifting around their record levels in mixed trading on Tuesday. The S&P 500 was 0.1% higher and nearing its all-time high, which was set on Thursday. The Dow
Historically, Nvidia has managed to sell its hardware at gross margins pushing 80%, which is a level typically seen with software companies that don't sell physical products. These immense mark-ups create an incentive for Nvidia's biggest clients (many of which are technology leaders in their own right) to replace its products wherever possible.