We think this improves Nvidia’s position within the open-source community.

Demand for AI infrastructure shows no signs of slowing.

We’re expecting another beat-and-raise quarter, while watching the roadmap and discussions of its financing and partnership deals.

This AI leader qualifies as a GARP stock today.

We’re encouraged that AMD will count Anthropic as a third leading AI customer, in addition to OpenAI and Meta.

Even as competition looks likely to build, the company remains a leading wide-moat business securely at the center of the AI ecosystem.

Our view on the latest earnings report.

Amid robust demand for semis, watch for any impact of in-house built chips and whether the supply chain is on track.

We think Nvidia stock is moderately undervalued.

Nvidia remains at the heart of the AI ecosystem.