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26.04.26 - 13:48
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Nvidia Trades at Half AMD′s Multiple — but Here’s the Real Story the Market Is Missing (24/7 Wall St.)
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At first glance, it doesn't make much sense. Nvidia (NASDAQ:NVDA) — the undisputed leader of the AI chip boom — trades at roughly half the forward earnings multiple of Advanced Micro Devices (NASDAQ:AMD), a smaller rival still fighting for share. That gap might suggest the market expects a sharp slowdown from Nvidia, or a major ... Nvidia Trades at Half AMD's Multiple — but Here's the Real Story the Market Is Missing...
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26.04.26 - 02:54
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Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what′s the common factor? (Digitimes)
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2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup Groq. In April 2026, The Information reported that OpenAI will purchase more than US$20 billion worth of chips from AI chip startup Cerebras. These two amounts are nearly identical; Nvidia for acquisition, OpenAI for procurement. Although seemingly isolated events, they are symmetrical moves....
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25.04.26 - 12:09
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KI-Boom: Nvidia treibt 251-Prozent-Trade an (Der Aktionaer)
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Die Welt ist geprägt von geopolitischen Konflikten und Unsicherheit – das wissen Sie bereits. Doch die Zukunft kennen Sie nicht. Stellen Sie sich vor, wir schreiben das Jahr 2028: Die Weltlage ist nach wie vor angespannt – und trotzdem steht der Nasdaq bei 50....
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25.04.26 - 08:54
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Nvidia tops $5 trillion market cap as AI rally lifts chip stocks (Times of India)
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Nvidia's stock hit a record high, surpassing $5 trillion in market value, driven by immense investor confidence in artificial intelligence chips. This surge follows strong performance from other chipmakers and a broader tech sector rebound, despite earlier concerns. With AI demand showing no signs of slowing, Nvidia remains a key player in the global race....
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