For years, investors treated artificial intelligence as a GPU story.

Nvidia's ACIE segment reached $37 billion after 31% sequential growth, nearly matching hyperscaler revenue levels already. H100 rental pricing rose 20% year-to-date despite massive AI compute expansion, signaling extraordinary infrastructure monetization strength. Data center networking revenue nearly tripled year over year to $15 billion as AI scaling bottlenecks shifted toward interconnects.

Nvidia is rated a buy, driven by exceptional growth, strong profitability, and a compelling forward valuation relative to its sector and history. Q1 revenue surged 85% YoY to $81.62B, with Q2 guidance of $91B, reflecting accelerating AI infrastructure demand and robust data center expansion. NVDA's forward P/E is 24.1x—well below its five-year average—while its forward PEG ratio of 0.57x signals undervaluation relative to its growth potential.

A trading expert has warned that Nvidia (NASDAQ: NVDA) stock's technical structure is hinting at a possible correction that could see the equity lose the $200 support level and plunge toward $160.

Retail investors talked up five hot stocks this week (May 18 to May 22) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow.

“An ongoing culture war”: AI is driving up the cost of key gaming components as Big Tech leaves the gaming industry, once an inseparable ally, in the dust.

Nebius is well positioned to benefit from the AI infrastructure boom, and its stock has soared this year.

Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes ​China, signalling Nvidia still sees significant long-term demand in the market ‌amid ongoing U.S.-China technology tensions.

Investors should pounce on the post-earnings dip.

Nvidia's fiscal first-quarter revenue rose 85% year over year, reaching a record $81.6 billion. Management also raised the dividend 25-fold and authorized an additional $80 billion in share repurchases.