Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

Nvidia ($NVDA) is back in the spotlight as Wall Street analysts lift their price targets ahead of the company’s much-anticipated Q2 earnings

Nvidia Corporation's AI accelerator sales in China resume, but risks include overvaluation and reliance on clients testing own solutions. Click for our NVDA update.

The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

Nvidia Corp. (NVDA) stock trended on Stocktwits late Thursday amid a new report that said the Jensen Huang-led company has halted orders of its H20 AI chip, semiconductors it produces specifically for the Chinese market,

Nvidia’s (NVDA) share price has been on a tear this year as the company dominates the booming artificial intelligence (AI) market. In mid-August 2025, however, a new rumor sparked investor jitters: a Taiwanese research note from Fubon Research claimed Nvidia’s upcoming “Rubin” AI GPU (codenamed “Vera Rubin”) might be delayed due to a redesign

Nvidia ( NVDA) may be the market's biggest AI stock, but institutional investors are still shying away. "NVDA is now the most under-owned large-cap tech stock," Morgan Stanley analyst Erik Woodring wrote in a note.

NVIDIA Corporation (NASDAQ:NVDA) is one of the most buzzing stocks to invest in right now. In a report released on August 15, Mizuho analyst Vijay Rakesh maintained an Outperform rating on NVIDIA Corporation (NASDAQ:NVDA),