NVIDIA Corp (NVDA)

Long-term shareholders are sitting pretty.

Investors are hopeful the performance of this group of stocks will improve.

Corgi launches 31 new single-stock leveraged ETFs tracking Nvidia, Tesla, AMD, Microsoft, and other AI and semiconductor leaders.

Qualcomm is forecasting impressive growth in its data center business over the next three years, driven by the growing traction in AI chips.

SpaceX is rapidly expanding its neocloud business.

Brookfield Corp. (TSX:BN) might be a lower-risk bet on AI than the likes of the semiconductor names.

By one of Warren Buffett's favorite measures, U.S. stocks recently became more expensive than ever.

NVIDIA (NASDAQ:NVDA) has outperformed the market over the past 20 years by 28.64% on an annualized basis producing an average annual return of 37.92%. Currently, NVIDIA has a market capitalization of $4.85 trillion.

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DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.

Insider selling in NVDA, ALAB, SNOW, DDOG, and CRWV is driven by 10b5-1 plans, while institutions accumulate shares and analysts cite double-digit upside for most.

South Korea announced over $1 trillion in semiconductor and AI data center investments, and Vertiv is well placed to benefit.

Wall Street's biggest IPO cycle in history probably won't crash the market, but it could force investors to rethink their AI portfolios as billions rotate into SpaceX, Anthropic, and OpenAI.

Intel could be a winner in the next AI market shift, but is its success already priced in?

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