NVDA
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Market Intelligence & News
NVDA Teams Up With Wall Street Giants On Massive $500B AI Infrastructure Funding Push: Report
According to The Financial Times, Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR are working with Nvidia on the proposed partnership.
Cathie Wood Ignores AI Panic — Buys More Nvidia, Sells This Gaming Stock Instead
Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]
Why This Investor Just Bought Nvidia (NVDA)
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]
Nvidia (NVDA) Commits $5 Billion To Take A Bigger Role In AI Infrastructure
NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...
Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?
Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $211.02 as of August 6th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 […]
Nvidia's Stock Is Completely Mispriced
Nvidia Corporation's stock is up roughly 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%. Read why NVDA stock is a Strong Buy.
AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?
Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]
Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2026 Update
Fisher Asset Managementâs Q2 2026 13F: portfolio up to $336B, top holdings, and biggest buys/sells (NVDA, AAPL, GE, UNH). See more details here.
Nvidia Stock Forecast: NVDA Targets Record-High After New $2 Billion AI Deal
Firmus raised $2 billion with Nvidia backing, adding an AI infrastructure catalyst as NVDA stock nears its record high.
NVIDIA (NVDA) Is Evolving Beyond GPUs Into a Full AI Infrastructure Platform
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
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