Despite AMD's 221% stock surge in the past year compared to NVIDIA's 31%, NVIDIA remains the preferred AI chip stock for a 10-year retirement portfolio. NVIDIA leads in data center revenue, profitability, and valuation metrics, with a dominant market position and higher margins. AMD is growing rapidly and gaining customers but operates on a smaller scale with lower margins. NVIDIA's strong free cash flow, shareholder returns, and lower valuation multiples reinforce its durability and growth potential. The main risk for NVIDIA is its customer financing strategy, but overall, NVIDIA holds a stronger case for long-term investors.
NVIDIA's market cap stands at $5.78 trillion as of October 7, 2026, 20:03 WIB, highlighting its massive scale in the technology sector. The stock trades at USD 236.94 with a 1-day decline of 0.97%, while trading volume reached over 101 million shares on Pluang. Typical holding time on the platform is 115 days, indicating moderate investor confidence and engagement in NVIDIA shares at this time.
Nvidia's stock recently broke above a critical resistance level at $238, signaling a potential 19% gain toward $280, according to analyst Ali Martinez. This breakout follows strong fundamentals, including a 106% revenue increase in Q2 fiscal 2027 dri...
NVIDIA, Apple, and Microsoft now account for over 21% of the S&P 500 index, marking the highest three-stock concentration in its history, surpassing the 1980s peak of 13.4%. This concentration reflects strong earnings and growth, especially driven by...
Nvidia and Broadcom both benefit from the AI data center expansion but differ in their business models and investment appeal. Nvidia sells merchant AI chips with strong growth and profitability, while Broadcom focuses on custom chips and software wit...
Broadcom and AMD both reported strong AI-driven revenue growth, with Broadcom's custom chips powering hyperscalers behind the scenes and AMD competing directly with Nvidia using its own GPUs and CPUs. Broadcom's AI semiconductor revenue surged 221% t...
SpaceX is reportedly aiming to raise about $40 billion through bank loans and investment-grade bonds to finance a large purchase of AI chips from Nvidia. This move is part of SpaceX's strategy to secure an exclusive chip supply deal while managing he...
