The AI Trade Is Still On: Why Nvidia Remains at the Center of It

The AI capex cycle keeps compounding, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the wheel.

24/7 Wall Street • an hour ago

Cathie Wood Just Bought Nvidia Stock, Is It Finally Time to Buy?

Nvidia stock has been trading lower over the past month, even as profit targets keep inching higher. The headwinds are real, but Nvidia has thrived in the face of unfounded worry before.

The Motley Fool • 3 hours ago

Why Nvidia stock is down around 2% today

Nvidia (NVDA) shares fell around 2% on Wednesday, extending a recent selloff in semiconductor stocks as investors weighed rising geopolitical tensions, higher oil prices, and growing questions over the sustainability of artificial intelligence spending. The stock traded around $192, remaining below the psychologically important $200 level.

Invezz • an hour ago

Famous Investor Michael Burry Is Short Nvidia, Palantir, and Tesla. Why I'd Buy 1 of the Stocks, Hold Another, and Sell the Third.

Nvidia's stock is cheap, and the AI infrastructure boom looks like it is here to stay. Palantir has a frothy valuation but its business is growing rapidly.

The Motley Fool • an hour ago

3 Stocks I'm Buying Over SpaceX Right Now

Nvidia, Broadcom, and TSMC all look far more attractive than SpaceX. There is a huge growth catalyst pushing these three higher.

The Motley Fool • 9 hours ago

Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia

Mark Cuban and Michael Burry warned the AI boom is worryingly reliant on Nvidia after so many deals. Cuban said it was "truly scary" that it "all could crumble" if Nvidia makes a misstep.

Business Insider • 33 minutes ago

NVIDIA's OpenAI Backstop Puts AI Financing Risk in Focus

Investors allocating capital to the artificial intelligence sector are facing a complex transition in market mechanics. The early phase of the AI infrastructure boom relied heavily on organic hardware procurement, with hyperscalers purchasing silicon outright to build generative models.

MarketBeat • 3 hours ago

Investors Await Fed Decision Today

A quarter-points rate hike has been bandied about as a possibility today.

Zacks Investment Research • 41 minutes ago

Nvidia behind $50 billion lease on Texas data center, FT reports

Nvidia has ​signed leases worth ‌up to $50 billion ​for ​a data center ⁠in ​Texas that ​Hut 8 is building, the ​Financial ​Times reported on ‌Tuesday, ⁠citing five people familiar with ​the ​deal.

Reuters • Jul 28, 2026

Taiwan detains Nvidia employee in Super Micro probe, Taiwan media says

Taiwan prosecutors detained a Nvidia employee as part of a probe into alleged illegal exports of Super Micro AI servers ​to China, Taiwan's local media reported.

Reuters • Jul 28, 2026