The landscape for semiconductor giant Nvidia is shifting. Recent policy changes from the Trump administration have opened a conditional path back into the cr

Bank of America analyst Vivek Arya and his team hosted Nvidia’s VP of Investor Relations and Strategic Finance, Toshiya Hari, in a virtual investor meeting and updated their opinion on the stock afterwards. Analysts said that while Google Gemini 3 is a top LLM today and is trained on the TPU, Nvidia believes it is too early to call out a winner.

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

Strong revenue and “off-the-charts” GPU demand show Nvidia’s AI engine still roaring as CEO Jensen Huang delivers a beat-and-raise quarter