Stocks · Coverage Archive
$NVDA
206.84 ▼ 0.92%
Every Regards of Wallstreet article on $NVDA, newest first — 2 stories and counting.
2026-07-16 · 4 min read
Jensen Huang's $100 Billion Gigawatt Just Became Nvidia's Biggest Problem
Huang says AI computing costs are heading from $50 billion toward $100 billion per gigawatt. Seaport says that math forces Nvidia to finance its own customers. Why one supply-chain comment knocked the whole AI trade.
2026-07-12 · 3 min read
Nvidia Is Flat in 2026. Goldman Says That Makes It Cheap. Who's Right?
NVDA is up just 5% in 2026, stuck near $197, while Goldman calls its 21.7x forward P/E compelling. DeepSeek is building its own chip. The bull case, the bear case, and the LEAPS trade.
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