Nasdaq NVDA Nvidia

Key PointsAMD is significantly behind Nvidia's data center technology.

Key PointsGlobal data center capital expenditures are expected to reach $1 trillion by 2028.

Key PointsNvidia would have to grow to nearly 4x last year's global GDP to turn $10,000 into $1 million.

Key PointsNvidia is charging into its next quarterly report with a full head of steam.

Key PointsNvidia's AI momentum will be difficult for competitors to slow down.

Key PointsNvidia continues to experience incredible demand for its AI chips, as its customers invest heavily to build out this new technology.

Key PointsSoundHound AI is positioned for explosive growth as a new industry emerges in voice commerce.

Key PointsNvidia and TSMC are two of the best ways to play the growth in AI infrastructure.

Below is Validea's guru fundamental report for NVIDIA CORP (NVDA). Of the 22 guru strategies we follow, NVDA rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

Key PointsSuper Micro Computer's competitive advantages, combined with strong demand for its cooling systems, gives it strong AI tailwinds.

Key PointsNvidia's rampant growth continues to justify a higher stock price.

Key PointsAI spending continues to grow robustly, creating greater demand for Nvidia's GPUs.

Key PointsAMD shares are surging at the halfway point in 2025 as investors look toward a huge opportunity to meet growing demand for AI chips.

Key PointsNvidia has ownership stakes in "neocloud" companies Nebius Group and CoreWeave.

Navitas Semiconductor (NASDAQ: NVTS) is emerging as a pure‑play powerhouse in gallium nitride chips, powering artificial intelligence (AI) data centers and electric vehicle (EV) systems. With Nvidia (NASDAQ: NVDA) and Powerchip deals lighting the fuse, could this under‑the‑radar

Key PointsNvidia has the most powerful computer chips, and the major AI developers rely on them to drive their businesses.

Key PointsAlphabet now expects to lay out $85 billion in capital expenditures this year -- up from a previously planned $75 billion -- and expects to further accelerate that spending next year.

Key PointsSpending on artificial intelligence could reach an astounding $4.8 trillion by 2033.

Key PointsNvidia has played a pioneering role in the proliferation of AI, but it wouldn't have been possible without this company.

Key PointsArtificial intelligence (AI) spending could reach $4.8 trillion by 2033, and this company stands to benefit.