NVIDIA (NVDA)
NVIDIA remains one of the most important companies to watch in the AI infrastructure space.
According to the figures we're reviewing, data center revenue grew 117% year over year, with gross margins reaching 75%. That points to strong demand for AI computing infrastructure and NVIDIA's ability to turn that demand into revenue and profits.
Another key development is the next-generation Vera Rubin platform. As production and deployment progress, investors will be watching whether NVIDIA can sustain its growth and support higher earnings expectations over the coming quarters.
From a technical perspective, NVIDIA showed signs of recovering from its short-term pullback in mid-September, with renewed upward momentum around September 17.
What I'm watching: Continued AI infrastructure spending, earnings growth, and whether the stock can break above key resistance levels with convincing volume.
My view: NVIDIA has a strong long-term growth story, but the next move will depend on whether earnings can justify market expectations.