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.

From AI infrastructure spending to international sales, here’s what we’re looking for in Nvidia’s upcoming earnings report.