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INSANE: 7 - The Real Truth

Nvidia Doubles Down on AI Startups With a Historic Revenue Sharing Model

Nvidia is trading compute for a cut of future cloud profits. Two firms are already testing the model, and analysts are split on what it means.

Barchart

Memory Prices Heat Finally Reaches Nvidia. Here’s How Jensen Huang Is Dealing With It.

Nvidia CEO Jensen Huang has been proactive in ensuring memory chip supply for Nvidia, but the supply crunch is catching up.

Barchart

Michael Burry Rejects Claims He Was Wrong on Nvidia, Tesla and Housing Bets

The ‘Big Short’ Investor Michael Burry on Sunday disputed claims that several of his past market calls, including ones on Nvidia Corp. (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA) and another U.S. housing market crash, had proved wrong after an X account challenged his investing record.

Benzinga

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Micron vs. SK Hynix: Nvidia's Top AI Memory Suppliers Are Set for a Wall Street Showdown

Micron Technology Inc. (NASDAQ:MU) has long been Wall Street’s go-to AI memory stock, but that could soon change as SK Hynix prepares for what could be a record-breaking Nasdaq debut, bringing Nvidia Corp.‘s (NASDAQ:NVDA) two biggest high-bandwidth memory suppliers onto the same U.S. exchange.

Benzinga

Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next.

Seaport Global maintains its "Sell" rating on Nvidia due to balance sheet worries.

Barchart

AMD Beats NVDA in 1H26 Returns. Here’s What's Next for 2H26.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Barchart

Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'

Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…

Benzinga

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Nvidia, Tesla, Caterpillar: ETFs Most Exposed to Michael Burry's New Shorts

Michael Burry, the investor best known for predicting the 2008 housing market collapse, has taken aim at some of Wall Street’s biggest AI winners, raising fresh questions for ETF investors heavily exposed to the trade. His latest regulatory filing revealed bearish positions against Nvidia Corp (NASDAQ:NVDA), Caterpillar, Inc. (NYSE:CAT), Tesla,…

Benzinga

EXCLUSIVE: Market Expert Jay Woods Picks Top 2 Magnificent Seven Stocks For Rest of 2026, 2027

Prior to the start of 2026, Freedom Capital Markets Chief Market Strategist Jay Woods named Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Tesla (NASDAQ:TSLA) as his favorite Magnificent Seven stocks for the year.

Benzinga

Caterpillar Is Trading Richer Than Nvidia—And It's Selling Bulldozers

Wall Street’s AI boom has produced some eye-popping winners over the past two years, but one of its most surprising may not be a chipmaker at all. It is Caterpillar Inc. (NYSE:CAT). Known for its bulldozers, excavators and heavy construction equipment, Caterpillar now trades at a richer earnings valuation than…

Benzinga

Top 3 Bull Put Spread Setups for July 2026

The stock market is showing some encouraging signs with two bullish candlesticks in a row, and if that continues, bull put spread trades could do well.

Barchart

This Analyst Just Raised the Price Target on AMD Stock. Here's Why.

Wells Fargo raises price target on AMD stock to $615. Here’s why the firm remains bullish on AMD shares for the remainder of 2026.

Barchart

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

Barchart

Nvidia Stock Is in the ‘Twilight Zone.’ These Analysts Say You Should Buy It Now Before It Breaks Free.

As Nvidia stock finds itself within a phantom phase, Wedbush believes the current pullback could be a rare opportunity.

Barchart

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MarketBeat

Even CEOs Need Cash: Insider Selling Is Not the Only Signal in AI Stocks

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

Barchart

PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia

Palantir stock inches up on a fresh AI partnership with Nvidia. But does that warrant buying PLTR shares at about 97x forward earnings?

Barchart

Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.

While Nvidia stock has underperformed, its industry-leading revenue growth and expanding AI ecosystem beyond GPUs indicate solid upside ahead.

MarketBeat

Is OpenAI’s IPO Delay a Warning for AI Investors?

A selloff across multiple chipmakers may be a sign that the market is spooked by the prospect of massive AI IPOs, but many other factors could contribute as well.

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Barchart

With a Dominant Position in AI Infrastructure, Nvidia Stock Will Continue to Create Value

Despite Blackwell being banned in China, its GPU prices are rising in that country, putting Nvidia stock in the spotlight.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.

Nvidia and Broadcom both offer AI exposure and dividends, but the better stock depends on what investors value most.

Barchart

Nvidia Stock Is Trading at a Discount, But It Won’t Be for Long

Although there is a case to be made that NVDA stock could be relatively cheap, options traders will want to be deliberate in their approach.

Barchart

NVDA Stock Alert: The Prices of Nvidia’s Chips Could Drop for Some Time Amid Intensifying Competition

Indicators show that the price of the tech giant's chips are sinking.

Barchart

The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

Barchart

Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways

While Nvidia might have lost its position as the pre-eminent AI play, the stock looks like a buy on tepid valuations.

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