So, Nvidia and Nebius enjoy a close partnership. That's expected to be beneficial for the latter, since the AI chip giant is busy rolling out AI infrastructure around the globe. Importantly, Nebius' results make it clear that it is quickly making its presence felt in the fast-growing cloud AI infrastructure-as-a-service market.

Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.

Three weeks ago, we recommended Nvidia Inc. (NVDA) stock in a June 22 Barchart article and shorting out-of-the-money puts. Now, NVDA is near its target prices, and the short play is successful. What is the best play here?

Nvidia Corporation hit record highs with $4T valuation, but is there still room for growth? Click here to read an analysis of NVDA stock now.

The stock is worth $4 trillion for a good reason. Nvidia's dominance in AI chips allows it to earn very high margins. Nvidia made $77 billion in net income on $148 billion of revenue over the last year, and its net income has increased 892% over the last three years.

Nvidia has used its ballooning fortunes to invest in over 80 AI startups. Here are the giant semiconductor's largest investments.

Goldman Sachs initiates buy rating on Nvidia with $185 price target following the company's historic $4 trillion market valuation milestone.

Nvidia is riding the AI wave The not-so-secret sauce powering this AI revolution are the uber-powerful chips the technology demands. When you ask ChatGPT how to make the best roast chicken (hint ...

Overall, this Nvidia straddle is not a buy. I would say that the conclusions from last quarter are still pretty much correct: Options traders are vastly overestimating the impact of Nvidia earnings.