Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.

Even at record highs, Nvidia’s stock may not be as expensive as it is touted to be. Some valuation metrics suggest room for upside

Nvidia ( NVDA 1.10%) has been one of the best investments to own over the past few years. However, if you examine how the stock has performed in 2023 and 2024, it's clear that the second half of the year hasn't been as strong as the first half, though it's still been positive.

Many investors may wonder if shares have gotten too expensive to buy. Don't be fooled: Nvidia stock is still reasonably priced. Get the story here.

Nvidia briefly reached a market capitalization of $4 trillion on Wednesday, making it the first company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks.

After a sluggish start to 2025, Nvidia (NVDA) stock has come roaring back, reflecting improving market sentiment. Just a few months ago, the narrative surrounding Nvidia was far more cautious. Earlier in the year,

Historically, Nvidia has managed to sell its hardware at gross margins pushing 80%, which is a level typically seen with software companies that don't sell physical products. These immense mark-ups create an incentive for Nvidia's biggest clients (many of which are technology leaders in their own right) to replace its products wherever possible.

Navitas is primed for growth with gallium nitride tech, Nvidia collaboration, and strong demand. Click here to read my latest analysis of NVTS.

HSBC analyst Frank Lee just upgraded Advanced Micro Devices (AMD) from “Hold” to “Buy,” doubling its price target from $100 to $200 per share, implying a 44.5% upside from the stock’s closing price of $138.44. This bullish call reflects AMD’s growing traction in the AI market, where it is positioning itself as a viable alternative to Nvidia.

Nvidia stock hits $162.80, pushing its market cap beyond $4 trillion as AI demand surges. It now leads the global market in valuation.

CoreWeave Inc. (NASDAQ:CRWV) climbed 1.7% on Wednesday after the AI-native cloud provider became the first to launch NVIDIA’s powerful new RTX PRO 6000 Blackwell Server Edition at scale. The move positions CoreWeave at the forefront of ultra-high-performance AI infrastructure,

HSBC senior analyst Frank Lee says AMD is catching up to Nvidia. However, AMD stock only offers performance, but lacks ecosystem.