The startup’s CEO and some staff are to join Nvidia as part of new nonexclusive deal, a sign of growing demand for cutting-edge AI chips.

OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says

Nvidia is a strong buy for 2026, with AI-driven growth and robust R&D set to boost its valuation. Click here to read my latest analysis of NVDA stock.

Nvidia is hurtling towards the end of 2025, after a very successful year, during which it redefined what it means to be a chip giant during the AI boom. Much of the reason for its success this year is its much-vaunted hardware.

Congressional Democrats oppose NVIDIA's advanced H200 chip sales to China, with lawmakers calling the decision a threat to U.S. military security.

Rep. Josh Gottheimer’s Microsoft trades and Rep. Nancy Pelosi’s Broadcom options exercise were among the notable trades, as bipartisan momentum grows to ban lawmakers from trading individual stocks.

He now sets a head-spinning $250 base-case target for Nvidia by the end of 2026, which represents a 33% gain from its current price at $187.67 (at the time of writing). Ives is betting that the AI story some investors think they’ve missed is just getting started.