3 Data Memory Stocks Beating NVDA This Year The AI rush has sent the stocks of memory storage companies through the roof in 2025. Read on to learn why this trend might just be getting started. MarketBeat · Nov 11, 2025
SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push SoftBank Group Corp. (OTCPK: SFTBY) has raised over $15 billion by offloading its high-profile stakes in T-Mobile US Inc. (NASDAQ:TMUS) and Nvidia Corp. (NASDAQ:NVDA), as detailed in its fiscal second-quarter earnings report. Benzinga · Nov 11, 2025
Why Is CoreWeave Down Nearly 9% In Pre-Market Despite Strong Q3 Results? Shares of CoreWeave Inc (NASDAQ:CRWV) declined 8.72% during Tuesday’s pre-market trading session as the Nvidia (NASDAQ:NVDA) backed company trimmed its annual revenue forecast. Benzinga · Nov 11, 2025
Nvidia Now Larger Than 6 Out Of 11 US Sectors—Tom Lee Says It's 'Cheaper Than Costco:' AI Stocks Still In 'Really Good Shape' Nvidia Corp.‘s (NASDAQ:NVDA) market capitalization has surged to a staggering $4.8 trillion, creating a concentration in the SP 500 not seen in modern history. Benzinga · Nov 11, 2025
Analysts Say Nvidia Stock Is ‘Dominant’ Amid a Giant Race to ‘Secure Compute.’ Buy Shares Now? A Jefferies analyst is very bullish on Nvidia and believes the financials are set to keep ballooning. Barchart · Nov 10, 2025
Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),… Benzinga · Nov 10, 2025
Nvidia's $1 In AI Chips Fuels $10 in Tech Growth, Palantir, Snowflake, MongoDB Poised To Ride Next AI Growth Wave Wedbush analyst Daniel Ives said the recent turbulence in tech stocks reflects short-term investor anxiety rather than a shift in the long-term artificial intelligence-driven bull market. The analyst noted that despite concerns about an "AI bubble," Palantir Technologies Inc.’s (NASDAQ:PLTR) sharp selloff after stellar earnings, and uncertainty over Nvidia Corp's… Benzinga · Nov 10, 2025
Investors Fear An AI Bubble Burst—Goldman Says It's Still Early Days After a brutal week that saw over $1 trillion erased from the market value of the Magnificent Seven, with Nvidia Corp. (NASDAQ:NVDA) alone shedding more than $500 billion, fresh fears of an AI-driven bubble are gripping Wall Street—yet some analysts say it's far too soon to call it a dot-com… Benzinga · Nov 10, 2025
Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence… Benzinga · Nov 10, 2025
TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia' During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei. Benzinga · Nov 10, 2025
Consumer Tech News (Nov 3-7): Trump Blocks Nvidia Blackwell AI Chip Exports, China Bans Foreign AI Chips In Data Centers & More President Donald Trump has declared that Nvidia's (NASDAQ:NVDA) advanced Blackwell AI chip will not be available for "other people." This decision comes amid concerns about the potential sale of a scaled-down version to China. Benzinga · Nov 9, 2025
Nvidia Looks 22% Undervalued Here Based on Projected FCF Margins - $230 Price Target Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive. Barchart · Nov 9, 2025
The Good, The Bad, And The Ugly Of The AI Capex Race Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure. Benzinga · Nov 8, 2025
Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People' Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad. Benzinga · Nov 8, 2025
Barchart · Nov 7, 2025 ‘China Is Going to Win the AI Race,’ Jensen Huang Warns. What Does That Mean for NVDA Stock? The Nvidia CEO reckons that China can steal a march over the U.S. in the most crucial tech race of this era.
Barchart · Nov 7, 2025 Nvidia Stock 2026 Prediction: Can NVDA’s Gravity-Defying Rally Continue? Nvidia stock is set to deliver strong returns for the third consecutive year. It should continue its rally into 2026 as well, though the intensity might not be as fierce as we have seen since 2023.
Benzinga · Nov 7, 2025 Jensen Huang Says Nvidia Has No Immediate Plans To Sell Blackwell Chips To China, Clarifies Comments On China Winning AI Race NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang has said that the company has no immediate plans to sell its cutting-edge Blackwell chips to China.
Benzinga · Nov 7, 2025 Trump Administration Plans To Bar Nvidia From Selling Modified AI Chips To China Just Days After Jensen Huang Said Beijing Will Win AI Race: Report The Donald Trump administration has reportedly decided to block Nvidia Corp.'s (NASDAQ:NVDA) sale of its latest scaled-down AI chip to China, tightening export restrictions just days after CEO Jensen Huang warned that Beijing could surpass the U.S. in the global artificial intelligence race.
Benzinga · Nov 7, 2025 Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. (NASDAQ:NVDA) has proven far more difficult than Musk's ambitious projections suggest.
Benzinga · Nov 6, 2025 Jensen Huang's Nvidia Drops Up To $1B On Poolside — This Ex-GitHub Exec's AI Powerhouse Just Quadrupled Its Worth Overnight Nvidia (NASDAQ:NVDA) is preparing to write a check for up to $1 billion to Poolside, an AI startup that has managed to quadruple its valuation in just 12 months, according to Bloomberg.
Barchart · Nov 6, 2025 260,000 Reasons to Buy Nvidia Stock Now Nvidia’s 260,000-chip deal with South Korea just gave investors another solid reason to double down on the AI chip giant.
Benzinga · Nov 6, 2025 Jensen Huang Warns China Will Win The AI Race Days After Donald Trump Said US Won't Let 'Anybody' Have Nvidia's Most Advanced Chips On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that China is poised to surpass the U.S. in artificial intelligence development, citing cheaper energy and looser regulations that give Beijing an edge.
Benzinga · Nov 6, 2025 Jensen Huang Once Said He Would Have Followed Mark Zuckerberg's Playbook For A 'Head Start' In Life If He'd Known Success Would Take So Long At SIGGRAPH 2024, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang shared a humorous insight into the long road to success, joking that he might have followed Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg's early college-dropout approach if he had known how long building a tech empire would take.
Barchart · Nov 5, 2025 Nvidia Could Be the First Company to Reach $8.5 Trillion. Should You Buy NVDA Stock Here? Loop Capital analyst Ananda Baruah sees the chip major's stock reaching $350.
Barchart · Nov 5, 2025 Michael Burry Is Betting Against Nvidia Stock. Should You? Nvidia shares inched lower on Tuesday as a filling confirmed Michael Burry is betting against them. Here’s why NVDA stock still remains a great long-term holding.