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NVDA
Another day, another AI flex
NVIDIA spent Tuesday doing what NVIDIA does best: reminding everyone it’s still the main character in AI. The stock climbed 3.7% to $196.38 as traders chewed on a mix of product news, partnership buzz, and more demand talk than your average earnings season.
The Google handshake matters
The biggest headline for investors was the new collaboration with Google to optimize Gemma 4 on NVIDIA GPUs. That’s the kind of partnership that doesn’t just sound good in a press release — it helps keep the NVIDIA ecosystem sticky, especially as more companies build agentic and large-model workloads on top of its chips.
More ammo for the AI bull case
NVIDIA also launched Ising, an open family of AI models aimed at quantum calibration and error correction. That may sound niche, but it’s the sort of move that keeps NVIDIA planted in the next wave of compute, not just the current one. And then there was Jensen Huang’s jaw-dropper: roughly $1 trillion of GPU orders through 2027. If even part of that sticks, the revenue runway stays very, very long.
But the stock isn’t exactly cheap-cheap
Wall Street still likes the name — consensus is basically “buy and don’t blink” — but investors are staring at a valuation around 40 times earnings and some recent insider selling. So yes, the demand story is loud. The easy money story? Maybe not so much.
Big picture: NVIDIA keeps stacking catalysts like it’s building the world’s most expensive Jenga tower. Great for the bulls — just don’t forget the higher it goes, the more anyone holding the stock is watching for wobble.