Nvidia's CEO Jensen Huang announced that the upcoming Vera Rubin chips will generate $40 billion in revenue per gigawatt, a significant increase from the $25 billion generated by the current Grace Blackwell chips. This improvement highlights Nvidia's strong growth potential and technological advancement in chip performance. The higher revenue per gigawatt suggests better efficiency and profitability for Nvidia's next-generation products, potentially driving the company's future growth trajectory.
Nvidia shares are trading at USD 211.74 on Pluang as of Oct 26, 2026 10:51 WIB, down 4.56% for the day. The stock's market cap stands at $5.09 trillion, reflecting its significant size in the technology sector. Despite the recent dip, Nvidia remains well above its 52-week low of $165.17, showing resilience in its price range.
AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers...
Amkor Technology, Inc. is reaffirmed as a Buy with a revised price target of $55, reflecting a more cautious valuation amid stronger business fundamentals. The company's gross margin is expected to improve from 14.2% in Q1 to nearly 19% by Q3, driven...
On October 22, 2026, 337 out of 497 S&P 500 stocks rose, yet the index closed lower due to heavy losses among major tech companies like Meta Platforms, NVIDIA, Apple, and Alphabet. Meta's earnings miss and costly legal settlements weighed on the inde...
Apple's stock hit a record high on the launch day of its foldable iPhone Duo, briefly making it the world's most valuable company with a market cap of about $5.1 trillion, surpassing Nvidia. Despite strong demand and sold-out preorders, limited suppl...
Nvidia has shifted from just making chips to financing AI cloud projects, backing companies like OpenAI with billions in guarantees and investments. This strategy exposes Nvidia to significant financial risk if demand for AI computing falls short, as...
