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DARK SECRETS: Nvda | Vintage Vibes

Nvidia Teams Up With 6 Supply Chain Partners to Expand Its Global AI Manufacturing Capacity

Nvidia is backing six suppliers to expand chip substrates, packaging, testing, and optics as CEO Jensen Huang says capacity is the AI boom's biggest limit.

Barchart · 13h ago

How Nvidia Stock Can Make or Break the Anthropic IPO – and the Claude Maker’s Potential $2 Trillion Valuation

The market environment Anthropic is preparing to enter looks vastly different from the unbridled euphoria of the past few years.

Barchart · Oct 23

With Attractive Valuations and Robust Growth, Nvidia Stock Is Positioned to Create Value

GF Securities says you should buy the dip in Nvidia

Barchart · Oct 22

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Dan Ives Calls the Selloff in NVDA Stock a Buying Opportunity as Analysts See 53% Upside

Nvidia shares have stumbled as AI debt concerns shake the chip sector, but Dan Ives sees a buying opportunity.

Barchart · Oct 21

Dear Nvidia Stock Fans, Mark Your Calendars for October 20

The company will hold its GTC Berlin AI Conference today as the market looks ahead to what CEO Jensen Huang has to say.

Barchart · Oct 20

As CRWV Stock Comes Under Pressure, Cantor Fitzgerald Gives CoreWeave a Thumbs Up

The firm dismisses debt concerns and cites the company's rising margins.

Barchart · Oct 20

Why Dan Ives Says Now Is the Time to Buy the Dip on Nvidia Stock

Dan Ives remains convinced that Nvidia stock will rip higher over the next 12 months. He explained why in his latest research note to clients.

Barchart · Oct 16

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Nvidia AI Deal Talks Just Gave Bulls a Fresh Reason to Buy NVDA Stock

Nvidia is reportedly weighing a deeper investment in or acquisition of Reflection AI, a move that could extend its reach into open AI models

Barchart · Oct 16

INTC Stock: What to Watch Before Earnings on October 22

Intel’s Oct. 22 earnings will hinge on whether improving chip supply drives stronger fourth-quarter growth and whether its foundry business can attract major external customers.

Barchart · Oct 13

Nvidia’s Bold d-Matrix Bet Could Help the Chip Leader Expand Its AI Dominance

Nvidia is looking to invest in rival artificial intelligence company d-Matrix.

Barchart · Oct 13

Amazon Isn’t Done Spending on AI: How a $7B Acquisition Could Help Take AMZN Stock Higher

Amazon's growing AWS business, strong earnings, and bullish analyst sentiment give investors plenty of reasons to be optimistic about the company's aggressive AI strategy.

Barchart · Oct 13

Dear Nvidia Stock Fans, Mark Your Calendars for October 13

Nvidia is moving beyond GPUs at SEMICON West, bringing AI to the forefront of semiconductor innovation.

Barchart · Oct 13

Nvidia-backed AI Company Firmus Just Canceled its IPO. What That Means for NVDA Stock.

Firmus, backed by Nvidia, pulled its $5 billion IPO after investors balked at the price and debt. Here is what it means for Nvidia stock and the AI trade.

Barchart · Oct 13

Dan Ives Calls SpaceX’s $40B Nvidia Chip Debt Plan a ‘Smart Move’

Analyst Dan Ives breaks down SpaceX's move to raise $40B for Nvidia chips.

Barchart · Oct 11

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Barchart · Oct 10

What a New Groq Lawsuit Means for Nvidia Stock Holders

Nvidia investors have a new legal issue to watch as former Groq shareholders challenge the AI chip startup’s roughly $20 billion deal with Nvidia.

MarketBeat · Oct 10

MarketBeat Week in Review – 10/05 - 10/09

A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more.

Barchart · Oct 8

Why This Analyst Says Nvidia Proves AI Stocks Aren’t in a Bubble — and Why He May Be Looking at the Wrong Numbers

DBS argues that Nvidia’s valuation shows AI stocks remain far from bubble territory, but wide valuation gaps across the sector complicate the broader picture.

Barchart · Oct 8

Why Nvidia Stock Is Worth Buying Before It Touches $327

With demand for AI infrastructure showing no indication of slowing, Nvidia is positioned for substantial earnings growth in the years ahead.

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Barchart · Oct 7

Why This Top Bank Just Picked Nvidia as Its No. 1 Chip Stock

Morgan Stanley is still positive on Nvidia and sees more growth ahead from AI, new chips, and growing demand.

Barchart · Oct 7

Nvidia’s Growth Momentum Is Unlikely to Be Impacted by Competition in the Near Term

Nvidia faces a new challenge as DeepSeek unveils AI software powered by Huawei.

Barchart · Oct 5

Nvidia Bull Put Spread Could Return 16%

Nvidia has been in a solid uptrend for the past few months and if that trend continues, bull put spreads could do well.

Barchart · Oct 3

A Nearly $12 Billion AI Deal Could Be Another Reason to Buy Nvidia Stock

A nearly $12 billion AI infrastructure deal between Akamai and Anthropic could benefit Nvidia.

Barchart · Oct 2

Nvidia’s Next Data Center Isn’t on Earth, It’s in Orbit With SpaceX

SpaceX will launch its first Nvidia-powered orbital AI satellites in Q4 2027, funded by Starlink profits but dependent on Starship's reliability

Barchart · Oct 1

‘Nvidia to Sell Twice as Many Chips as This Next Year’: But Jensen Huang’s Comments Ignore the Market Share Question

Huang said Nvidia will sell double the chips next year, so why is NVDA stock trading 52% below its five-year average forward P/E?

Barchart · Sep 30

Why Nvidia Stock Is a Good Buy Now

Looking ahead, Nvidia is in a solid position to continue beating the broader market with its gains.

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