Latest Articles
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Can You Make Money Off NVIDIA Stock Now?
For questions about this article or underlying research, email help@trefis.com. NVIDIA (NVDA) stock closed at $213.66 on October 29, 2026, 10.7% below its highest close of the past year on October 6. If you expect the AI build-out to keep going...
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Can NVIDIA Stock Jump 50%?
For questions about this article or underlying research, email help@trefis.com. NVIDIA (NVDA) stock trades at 27.0 times earnings . That multiple sits well below the 42.8 average recorded at the end of its last 12 fiscal quarters. Under a Trefi...
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Is Nvidia Stock Cheaper Now That Its Multiple Has Fallen?
For questions about this article or underlying research, email help@trefis.com. Many investors evaluate NVIDIA (NVDA) the way they evaluate any stock: the lower the price-to-earnings multiple, the cheaper the stock. That multiple, what investors...
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Betting On AI Chips: Is NXP Or NVIDIA The Better Way In?
For questions about this article or underlying research, email help@trefis.com. NXP Semiconductors (NXPI) and NVIDIA (NVDA) both give you a stake in AI chips, though they operate at opposite ends of the market. While NVIDIA sells the systems th...
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What Does NVIDIA Offer That Skyworks Does Not?
For questions about this article or underlying research, email help@trefis.com. Skyworks Solutions (SWKS) and NVIDIA (NVDA) both say their AI data center sales are growing despite tight supply. Buyers of both stocks may be betting on that growt...
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Should You Pick NVIDIA Stock Over Its Competitors?
For questions about this article or underlying research, email help@trefis.com. Investors pay less for each dollar of NVIDIA (NVDA) earnings than they do for AMD’s, Broadcom’s or Marvell Technology’s, even though NVIDIA grows t...
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How Do You Invest For A Crash And A Rally?
Inflation is back at 3.7%, and we think it is being pushed up by tariffs, war, a shortage of workers, big deficits and an AI spending race . And the AI build-out increasingly runs on borrowed money. That leaves investors with two stories running ...
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Microsoft Pays Cash For AI. CoreWeave Borrows.
The AI build-out is running partly on borrowed money, and borrowed money isn’t cheap: the 10-year Treasury yields 5.1%, with inflation back at 3.7% . Two AI companies show what that means for shareholders. Microsoft closed on Oct 19 just 1....
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Inflation Is Back. Is A Stock Market Crash Next?
The S&P 500 has gained 12.3% this year. That’s with oil above $100 a barrel, consumer prices climbing 3.7% a year and a 10-year Treasury yielding 5.1%. Stocks are behaving as though none of that counts. So could inflation knock the inde...
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Which Stocks Are Paying For $4.33 Gas?
Inflation is back. Consumer prices are rising 3.7% a year, a gallon of gas costs $4.33 against $3.06 a year ago, and oil is above $100 a barrel. Yet the S&P 500 is up 12.3% this year. So who is actually paying for it? Ask a Nike shareholder....
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Should You Be Worried About NVIDIA Stock?
NVIDIA (NVDA) stock trades at 26.9 times earnings, against 22.9 for the S&P 500. Buyers appear to assume profit will keep climbing alongside sales. To meet that expectation, NVIDIA has to stay about as profitable as it is now. Yet on its Augu...
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The Case For NVIDIA Stock Rests On One Thing
NVIDIA (NVDA) has translated demand for its AI platform into rapid sales growth. NVIDIA can only sell the hardware its partners build, leaving the open risk for shareholders with component manufacturers. The company has yet to prove these supplie...
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How Rare Is Nvidia’s Record Profit Margin?
After paying the costs of running its business, NVIDIA (NVDA) now keeps about 65 cents of every dollar it sells. The company supplies the chips and systems that go into AI data centers. Measured over the last twelve months, this operating margin ...
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What Does NVIDIA Offer That Marvell Does Not?
Investors buy Marvell Technology (MRVL) and NVIDIA (NVDA) to capture spending on artificial intelligence data centers, but the two companies generate revenue differently. NVIDIA sells the full AI system, while Marvell supplies custom chips for in...
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Management Raised the Bar For NVIDIA Stock; Does The Chart Agree?
Since management forecast higher sales for its fiscal third quarter on August 26, 2026, NVIDIA (NVDA) stock has gained 8.3%, compared with 1.1% for the S&P 500. A forecast is simply an expectation from executives, but trading charts reveal wh...
