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NVIDIA News & Analysis

5 ways Nvidia shares are living up to the AI hype
Stocks
5 ways Nvidia shares are living up to the AI hype
The chipmaker’s stock price is already up 60% this year. Can it keep climbing?
Lauren Solberg | 27 February 2024
7 charts on the AI stock boom one year after ChatGPT’s launch
Stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape
Tom Lauricella | 11 December 2023
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
The legendary growth manager's warning for investors
Markets
The legendary growth manager's warning for investors
Thomas Rowe Price Jnr shocked Wall Street in the mid-60s by presciently selling growth stocks and buying real assets. His warnings to growth...
James Gruber | 14 September 2023
Lessons from running a fund for 10 years
Funds
Lessons from running a fund for 10 years
Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding...
James Gruber | 13 September 2023
Semiconductor stocks that aren't Nvidia
Stocks
Semiconductor stocks that aren't Nvidia
For those who don't want to chase the latest hot stock but are bullish on semiconductors, there are plenty of Morningstar-rated options
James Gard | 07 June 2023
Finding the next Nvidia
Stocks
Finding the next Nvidia
This week, Nvidia briefly joining the exclusive US$1 trillion club. We look at three ways that investors can find the next stock market darling.
James Gruber | 06 June 2023
Opening Gates: AI is as revolutionary as the internet
Markets
Opening Gates: AI is as revolutionary as the internet
Microsoft's Bill Gates says AI innovations will come much faster than when he started in computing. For investors, the challenge is deciding at which...
Graham Hand | 01 June 2023
Fair value estimate raised 50% for ChatGPT chip maker Nvidia
Stocks
Fair value estimate raised 50% for ChatGPT chip maker Nvidia
We're raising our fair value estimate on Nvidia to $300, following the company's artificial intelligence-led acceleration. 
Abhinav Davuluri | 25 May 2023
6 high-quality, undervalued semiconductor stocks
Stocks
6 high-quality, undervalued semiconductor stocks
Taiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.
Lauren Solberg | 08 June 2022