NVIDIA Aktie

 

Nvidia's revenue has nearly tripled in two years while Alphabet's has grown steadily; the gap between them is narrowing faster than many expect....

Navellier shares his current quantitative and fundamental scores for Nvidia and Tesla....

Just like Nvidia, Bloom may be finding it now has an increasingly difficult set of expectations to fulfill....

Nvidia CEO Jensen Huang warns AI needs 1,000x more power. Here's what Goldman Sachs data and Caterpillar's surging sales say about the AI energy crisis....

Microsoft will spend more on data centers throughout fiscal 2027....

NVIDIA, Micron, and SanDisk have already delivered jaw-dropping returns in 2026, but a surprising set of catalysts suggests the biggest gains for all three stocks may still be sitting on the table....

NVIDIA and Broadcom just reported back-to-back blowout quarters selling to the same hyperscale customers with opposite strategies, and the gap between their stock reactions tells you something important about where AI infrastructure spending goes next....

Vier Tage nach dem letzten Führungswechsel an der Börsenspitze hat sich das Bild erneut gedreht, ausgelöst durch eine Zahl aus Cupertino, die den Markt kalt erwischte....

NVIDIA now controls the chokepoint for every major AI buildout, and some of the biggest names in tech are more exposed than their stock prices suggest. Five companies face a reckoning depending on how tightly NVIDIA tightens its grip....

Der chinesische KI-Anbieter Moonshot nutzt über Alibaba die Kapazität von rund 20.000 Nvidia-Chips. Der Fall zeigt einmal mehr Chinas Halbleiter-Abhängigkeit....

Nvidia stock dropped more than 8% over the past three months....

Kimi K3 lässt KI-Aktien zittern. Das chinesische Modell braucht enorme Rechenleistung, ist kaum günstiger als die Spitze und könnte Nvidia sogar stärken. Ist der neue DeepSeek-Schock nur ein Fehlalarm? Das chinesische Sprachmodell Kimi K3 von Moonshot AI sorgt an den Märkten für Unruhe. Einige Beobachter sprechen bereits von einem möglichen "DeepSeek 2.0". Humberto Nardiello, Fondsmanager bei DPAM, hält diese Sorgen jedoch für überzogen. Kimi K3 arbeitet ......

Nvidia shares are roughly flat so far in 2026....

Investors are curious which of these semiconductor giants has more upside from the data center build-out....

Nvidia's physical AI business could be a juggernaut....

OpenAI's Sam Altman and Nvidia's Jensen Huang were among tech leaders in Washington, D.C., ahead of a deadline the White House set in its AI executive order....

Sandisk is riding AI memory demand with strong revenue growth and bullish targets. See why it may offer more upside than NVIDIA....

Nvidia's path to $10 trillion is more straightforward than it seems....

Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report....

Chinese AI startup Moonshot's Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg's Peter Elstrom explains what the arrangement reveals about China's AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...