SMCI's strong Q2 results, low P/E and AI infrastructure demand make it look undervalued, but margin pressure and high debt urge caution....
Zacks Investment Research - 2/5/2026 5:00:14 PM
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NVDA trades at a rich valuation, but booming AI demand, surging data center sales and strong earnings growth suggest the premium may be justified....
Zacks Investment Research - 2/5/2026 10:16:16 AM
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The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter....
Reuters - 2/4/2026 6:11:23 PM
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AI stocks NVIDIA and Palantir have surged, but easing trade tensions, booming data center demand and cheaper valuation give NVDA the edge now....
Zacks Investment Research - 2/4/2026 5:06:09 PM
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The “indiscriminate” chip selloff is reminiscent of DeepSeek fears that were “proved unfounded,” a Bank of America analyst said....
Market Watch - 2/4/2026 3:27:00 PM
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A single regulatory decision could unlock upside for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD). But the more important signal from this note is how tight supply, power chips and geopolitics are reshaping the entire semiconductor cycle....
Proactive Investors - 2/4/2026 12:20:32 PM
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AI startup ElevenLabs announced it had raised $500 million at an $11 billion valuation. The round more than triples the valuation the London-based company picked up when it raised in January 2025....
CNBC - 2/4/2026 12:06:03 PM
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Nvidia has narrowed how certain 'Top 5 Things' emails are shared, a system long used to give CEO Jensen Huang insight into daily operations....
Business Insider - 2/4/2026 11:00:00 AM
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