NVIDIA Aktie News

Nvidia, Amazon, and Alphabet all have strong AI moats in different ways that give them an edge over the competition. Taiwan Semiconductor is the backbone of AI creation and is trading at an excellent price.

These two stocks already are winning in AI and offer investors solid long-term prospects, too. Both of these players are leaders in their specialty areas.

Micron is experiencing explosive demand for High Bandwidth Memory, driving significant margin and earnings expansion. Q1 2026 results showed 21% QoQ revenue growth and gross margins at 57%, up 17 points YoY, fueled by HBM sales. All HBM capacity for 2025 and 2026 is sold out under fixed agreements, supporting robust forward guidance and a buy rating.

The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.

Although Nvidia ‘s (NASDAQ:NVDA) shares jumped 38% over the course of 2025, reflecting strong early-year momentum driven by artificial intelligence (AI) demand, the second half of the year was something of a disappointment : The stock largely traded sideways as questions about slowing growth, supply constraints, competitive pressures, and valuation grew.

Building on a huge upward move in 2024, the growth stock once again crushed the S&P 500 this year. Nvidia's recent business performance has been nothing short of extraordinary.

The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy clip.

Despite phenomenal growth in 2025, Nvidia's stock is still relatively affordable compared to its growth and earnings. Investors should watch the spiraling cash burn situation with some of its major data center customers.