Nvidia stands to gain massively from SpaceX's plan to build a 10 GW AI data center by 2027, potentially spending over $400 billion on Nvidia chips. This commitment highlights strong future demand for AI infrastructure, supported by Bank of America's forecast of $3 trillion AI data center spending by 2030. Despite Nvidia's recent stock stagnation, these developments suggest significant sustainable growth ahead. Investors should watch for how this partnership impacts Nvidia's valuation and market position in the AI sector.
Nvidia trades at USD 207.39 on Pluang as of Nov 02, 2026 08:21 WIB, down 3.71% in one day. Its market cap stands at $4.94 trillion, reflecting its strong position in technology. The stock's 52-week range is between $165.17 and $239.27, showing notable volatility over the year.
Microsoft stands out among major tech companies by maintaining disciplined free cash flow and showing strong core software performance despite increasing capital expenditures. Meanwhile, AI-focused giants Amazon, Google, and Meta are aggressively exp...
Credit default swap (CDS) markets are showing increased credit risk for major AI-driven companies like Meta, Broadcom, and Nvidia, with CDS spreads widening significantly. This contrasts with their resilient or rising stock prices, suggesting the mar...
The AI stock rally is accelerating following a stronger-than-expected 3.4% US GDP growth in Q3 and robust consumer spending. Despite challenges like a softening job market, persistent inflation, and tight financial conditions, historical trends sugge...
NVIDIA is projected to surpass Q3 earnings estimates, with revenue near $113 billion, a gross margin of about 74.5%, and EPS of $2.60. The company remains a leader in structural operating margins but faces increased balance sheet risks due to $279 bi...
Nvidia CEO Jensen Huang's company continues to face challenges as its advanced chips keep reaching China despite US efforts to block such access. A New York Times report revealed US intelligence surveillance on Alice Huang, leader of Megaspeed, a Sin...
