Ray Dalio called the AI boom a potential bubble but still holds Nvidia as Bridgewater Associates' largest stock, indicating strong confidence in the company's growth. Nvidia reported rapid revenue growth, supply constraints, and high profitability, with management expecting 70% revenue growth in fiscal 2028. Despite risks like large supply commitments and potential AI spending slowdowns, Nvidia's strong demand, elite margins, and shareholder returns keep investors optimistic. The article contrasts Nvidia's value with competitors AMD and Broadcom, favoring Nvidia's superior margins and growth prospects.
As of Oct 14, 2026 00:02 WIB, Nvidia (NVDA) trades at USD 226.86 on Pluang, showing a modest 0.24% gain in the past day. The stock enjoys a strong market cap of $5.46 trillion and a healthy buy interest with 65% of Pluang orders favoring purchases. This robust investor confidence aligns with the article's focus on Nvidia's growth prospects and elite margins.
Nvidia CEO Jensen Huang has reaffirmed his forecast that global spending on AI infrastructure will grow significantly, reaching between $3 trillion and $4 trillion by 2030. This projection highlights the massive potential and ongoing investment in AI...
Cerebras Systems shares have fallen over 50% from their IPO close, impacted by insiders selling shares and OpenAI choosing NVIDIA for a key AI workload. Despite this, UBS analyst Timothy Arcuri raised the price target to $330, citing strong revenue g...
Amazon is reportedly close to acquiring Decart, a small AI startup with about 100 employees, for around $7 billion. Decart develops software that accelerates AI models on various chips, including Nvidia's GPUs and Amazon's own Trainium chips, potenti...
A $1,000 investment in NVIDIA at current prices could grow to about $1,660 by 2031, assuming a 10.68% annual growth rate driven by strong AI demand and data center expansion. Despite triple-digit revenue growth and bullish analyst ratings, NVIDIA fac...
Nvidia announced a record $235 billion share buyback program supporting its fiscal year 2028 guidance, signaling strong confidence in long-term free cash flow growth. The company’s strategic moves include acquiring AI software firm Hugging Face and l...
