Nvidia stock is up 29% this year, but that trails the gains earned by Intel and others. Still, expect Nvidia to shine in 2027.

Nvidia is poised for continued growth as AI infrastructure demand broadens amid the agentic shift, while alternative financing mitigates capital constraints ahead of surging interest rates. The company's prescient development of alternative financing structures, including plans to mobilize $500 billion in third-party funding for AI infrastructure, has positioned it ahead of today's tightening capital backdrop. These structures are becoming increasingly critical as monetary and financial conditions tighten, expanding NVDA customers' access to capital needed to sustain demand-driven AI infrastructure investments despite weakening FCF profiles.

Nvidia-backed cloud-computing company Lambda is raising up to $4 ​billion at a pre-money valuation ‌of $14.5 billion in what would be its final funding round before ​a planned initial public ​offering, the Wall Street Journal ⁠reported on Tuesday, citing ​people familiar with the matter.

Nvidia (NVDA) is becoming an even bigger influence across the ETF market as its shares climb to new highs. The stock rose 1.5% in morning trading Tuesday reachi

Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story alive.

NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.

Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.

Nvidia stock has risen nearly tenfold since the start of the artificial intelligence (AI) revolution.

Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.

Pre-market futures are up this morning, adding to the Nasdaq's all-time-high close on Monday afternoon. The blue-chip Dow is +180 points at this hour, the Nasdaq is +120 points and the S&P 500 is +28 points.