Nvidia received $15.6 billion in customer advances in the first half of fiscal 2027, reflecting significant external demand for its GPUs beyond concerns of circular financing. Major customers like Microsoft are prepaying for Nvidia products, indicating robust investment in AI infrastructure across the ecosystem. While some circular financing exists, billions in outside capital support confidence in sustained demand. This strong forward-looking revenue and demand outlook leads to a Buy rating on Nvidia, assuming supply constraints hold and external demand continues.
Nvidia shares trade at USD 235.19 on Pluang as of Oct 09, 2026 17:21 WIB, up 2.04% in one day. The stock's market cap stands at $5.57 trillion, with buyers making up 66% of order activity. This strong demand on Pluang aligns with the reported robust external interest in Nvidia's GPUs.
The Vanguard S&P 500 Growth ETF (VOOG) offers focused exposure to growth stocks but consistently underperforms the Invesco QQQ Trust (QQQ) across all major timeframes. VOOG is highly concentrated, with nearly 60% of its assets in the top 10 holdings ...
Arm Holdings' stock price has risen 143% in 2026, outpacing the semiconductor sector and major chipmakers like NVIDIA and Broadcom. This surge is largely due to growing royalties from AI data center chips, as royalty revenue recently surpassed licens...
Investors heavily bought put options in the semiconductor sector, especially in Micron and Nvidia, indicating bearish sentiment. Over 180,000 puts traded in the SMH semiconductor ETF by midday, nearly four times the call volume, with $46 million prem...
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
Nvidia shares have surged dramatically over the past decade, driven by its expansion from gaming graphics cards to AI data center products like the Vera CPU and Rubin GPU. Analysts now see nearly 39% upside with an average price target of $327.70, su...
