We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $191.

Advanced Micro Devices, Inc. has surged 107.1% over the past year and easily outpaced rival NVIDIA Corp. 's gains of 63.8%. With both companies competing in the chip market, investors are left asking: can AMD continue its winning streak, and is it a good time to buy the stock? Let's find out –

China approved 400,000 Nvidia H200 chips at a 25% tariff—the silicon surrender validates Nvidia's foundational position.

Healthy competition helps drive innovation and in turn, investor returns. That’s exactly what we’ve seen between two of the world’s largest chipmakers. The past year has been particularly noteworthy for Advanced Micro Devices,

Nvidia commits US$2b to CoreWeave, a key customer and partner of Applied Digital (NasdaqGS:APLD). The investment supports CoreWeave's capacity plans, which are closely linked to Applied Digital's data center services.

Nokia Oyj is rated Strong Buy: undervalued with strong cash, Q4 beat, and AI/defense/6G growth plus Nvidia AI-RAN upside. Click for this NOK update.

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s radar. Cramer noted the company’s deal with Synopsys, as he said: “NVIDIA unveiled an important initiative with Synopsys, an electronic design automation company. I think it is ...

Chicago, IL – February 3, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: U.S. Natural Gas Fund ETF UNG, Alphabet GOOGL, Microsoft MSFT and Nvidia NVDA.

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity Taiwan Semiconductor Manufacturing Company (TSMC) needs to "work very hard" to meet growing demand from leading US chip designer Nvidia,