All eyes are on semiconductor giant Nvidia’s ($NVDA) results for the third quarter of Fiscal 2026, scheduled to be announced on November 19.

NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.

Nvidia stock is set to deliver strong returns for the third consecutive year. It should continue its rally into 2026 as well, though the intensity might not be as fierce as we have seen since 2023.

Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia stock base-case price target in five years: $1,300 to $2,125. The potential for very strong profitability performance by a market platform other than the data center (such as auto ...

Nvidia has especially moved the needle for TSMC's business through its dominance in the data center space. TSMC manufactures both Nvidia's Hopper chip architecture and its successor, Blackwell. It will also manufacture Blackwell's upcoming successor, Rubin.

Nvidia stock was rising early Monday amid market cheer over the potential end of the U.S. government shutdown and optimism over CEO Jensen Huang’s meeting with executives at Taiwan Semiconductor Manufacturing.

Nvidia stock looks at least 22% too cheap here, based on its strong FCF margins (i.e., with a 39% FCF TTM margin) and using a 2.0% FCF yield valuation metric. Put premiums are high, making shorting out-of-the-money puts attractive.