Guess Who Just Bought Nvidia Stock? An Investor Who Favors Innovators and Leads a Fund That's Climbed 100% Over 3 Years. This particular investor increased an existing position in Nvidia.

Is there a more promising option? It appears that its counterpart, NVIDIA, offers you more. NVIDIA (NASDAQ: NVDA) stock

Nvidia Corp. is facing rising concerns that its stranglehold on the market for semiconductors used in artificial intelligence computing is slipping. And that skepticism is now showing up in the stock market.

Additionally, management's tone remained confident. Nvidia CEO Jensen Huang emphasized in the company's fiscal third-quarter update that sales of its Blackwell GPUs were "off the charts," and it noted that its cloud GPUs were completely sold out.

Nvidia blew past high expectations when it reported quarterly results last week. Its stock is getting hit anyway.

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current growth still trails Nvidia. Both stocks trade at high valuations, yet Nvidia offers a clearer risk-reward profile for long-term investors.

Nvidia has been subject to criticism over circular AI deals — as the leading AI chipmaker has invested in its own customers — with the famed "Big Short" investor Michael Burry recently betting on the company's decline and claiming the AI market is like the dot-com bubble.

Nvidia is currently valued at $4.3 trillion – having briefly reached about $5 trillion earlier this year – yet the H100, H200, and Blackwell

Nvidia (NASDAQ: NVDA) is now the most valuable company in the world. But investors aren't as interested in the past as they are about the future. Where will Nvidia shares head over the next 12 months? Let's check the latest predictions from Wall Street's highly paid analysts.