NVDA

Wall Street enters the final trading day of August with the S&P 500 at 7,711.76, just 1.12% below its record close, but the month's gains are narrow and deceptive. The index's 3% monthly advance is driven by a shrinking

NVIDIA reported record Q2 fiscal 2027 revenue of $96 billion, more than doubling year-over-year, driven by surging AI demand. Data center revenue hit $89 billion, with hyperscale contributing $49 billion and ACIE $40 bil

Andvari Associates' Q2 2026 investor letter flagged circular financing concerns in the AI sector, citing Nvidia's late-2025 investment in OpenAI, where most funds were reportedly used to lease Nvidia chips. The firm note

OpenAI has purchased tens of thousands of Mac minis and Mac Studios from Apple for training AI agents, which require many independent machines rather than giant GPU clusters. Apple's unified-memory architecture suits the

President Donald Trump celebrated U.S. chip industry wins, praising Nvidia CEO Jensen Huang for the company's 'incredible numbers' after it posted $96.22 billion in second-quarter revenue, up 106% year-over-year, with th

Tim Cook sold 3.1 billion iPhones and doubled Apple's S&P 500 weight to 6%, but his legacy hinges on a cautious AI strategy. Apple's market cap fell below Nvidia's $5.25 trillion to $4.78 trillion as AI chips overtook ha

The Magnificent Seven stocks are underperforming the broader market in 2025, with the Roundhill Magnificent Seven ETF up only 5% year to date, trailing the S&P 500 and Nasdaq. Tesla is the primary drag, down over 20% yea

Nvidia stock could reach $350 by 2027, a 52.3% gain from its current $229.77 price, according to a model that sees the chipmaker's AI-driven growth as undervalued. Despite posting a record $89.02 billion in Data Center r