Hyperscalers are investing heavily in new data centers to meet the growing demand for AI. CEO Jensen Huang sees the buildout of more AI applications driving more demand for his company's technology.

Nvidia is thriving in the AI-fueled environment. Microsoft is an absolute bargain at these prices.

Legendary investor Ray Dalio has repeatedly expressed concerns about the U.S. economy. He's discussed the unsustainable debt and geopolitical conflicts and is concerned about the long-term economic growth. In the fourth quarter, Bridgewater Associates reduced holdings in the major tech stocks, raising concerns about the future of artificial intelligence and increased capital spending. Dalio sold... Ray Dalio Sours On America And Sold These Tech Stocks.

Alphabet's TPUs are a viable alternative to Nvidia's GPUs in some scenarios. Nvidia's are still the most popular computing units overall.

Nvidia's revenue growth accelerated in its most recently reported quarter, and guidance called for more strong growth in fiscal Q4. Big tech is planning unusually heavy spending on data centers in 2026, supporting the bull case for near-term GPU demand.

Nvidia Will Likely Beat, But The Market May Not Like It

Nvidia (NASDAQ: NVDA) insiders have sold more than $105 million worth of company stock so far in 2026, amid the equity's continued dominance in the artificial intelligence (AI) space.

Nvidia makes up a large part of several key indexes. A successful report from Nvidia will cause other stocks to rise as well.

Weekly Market HighlightsWeekly performance was volatile at the extremes, with 876 stocks gaining more than 10% while 776 stocks declined by more than 10%.Marke

Nvidia's (NASDAQ: NVDA) powerful multi-year rally may be entering a decisive bearish phase, according to market analyst TradingShot.