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Nvidia disclosed a 9.3% stake in Dutch AI cloud provider Nebius, worth over $3.8 billion. The stock surged 17% on the news as the chip giant locks in a strategic bet on the neocloud boom.
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Machine-learning models see Nvidia (NVDA) averaging $203.63 by August 1, but the range is wide: GPT-5.2 calls for $214.50 while DeepSeek Chat sees a drop to $192.00. The stock is stuck between $190 and $220 as investors weigh AI spending trends.
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Nvidia’s valuation has cratered to roughly 12 times earnings, well below the broader market. The narrative has shifted from AI compute euphoria to a hard look at capex returns, competitive dynamics, and the macro backdrop.
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TSMC crushed Q2 estimates and unveiled a $100B Arizona expansion, including advanced packaging. CEO C.C. Wei says AI chip demand signals are “very strong,” offering a key read-through for Nvidia shareholders.
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A Forbes column highlights a closed-end fund holding Nvidia and Microsoft that yields 11.6% and trades at a 12.9% discount to NAV, calling it a play on America’s “quiet boom.” Nvidia closed at $210.96 on July 10.
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Nvidia and Meta lagged the AI pack in the first half of 2026, but analysts argue both are poised for a rebound. Nvidia’s valuation is at a steep discount, while Meta’s revenue growth is the strongest outside of AI chipmakers.
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Samsung Electronics’ Q2 operating profit surged nearly 19-fold to a record 89.4 trillion won, fueled by insatiable AI memory demand. Nvidia (NVDA) ticked up 0.37% in after-hours trading.
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Nvidia rolls out a revenue-sharing model for startups, swapping compute for future profits. Meanwhile, Palantir CEO Alex Karp says the generative AI sales model is “structurally broken,” warning enterprises are paying to expose their IP.
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AI demand is sending memory-chip prices through the roof, lifting Micron to a trillion-dollar valuation and spotlighting Nvidia’s stakes in CoreWeave and Nokia. Here’s how the risk-reward stacks up.