A screen of the S&P 500 still has Nvidia standing out, despite this year’s DeepSeek disruption for the stock. A year ago, a screen of the S&P 500 placed Nvidia Corp. at the top of the list of companies that were expected to show the most rapid increases in revenue from 2023 through 2025. Now it is time to run the screen again, using estimates through 2026. We ran that screen on Feb. 15 last year, using data as of the market close the previous day. Nvidia’s (NVDA) stock has returned 80% from Feb. 14, 2024, through Tuesday, while the S&P 500 SPX has returned 23%. All investment returns in this article included reinvested dividends. Nvidia’s stock has declined 1.1% this year, while the S&P 500 has returned 3.3%, through Tuesday. So one might conclude that the disruption on Jan. 27, when Nvidia’s stock sank 17.5% on the news that […]

Nvidia stock was edging up early Wednesday. The future of the Stargate Project infrastructure plan and the potential expansion of Meta Platforms’ in-house chip efforts are in focus for investors. Nvidia shares were rising 0.2% to $133.05 in premarket trading. The stock fell 0.6% on Tuesday. In the build up to the chip maker’s earnings report on Feb 26., the focus is on big spending commitments for AI infrastructure. Japan’s SoftBank Group said Wednesday that the Stargate Project — which aims to spend as much as $500 billion on AI infrastructure in the U.S. — won’t rely on SoftBank’s equity for funding after it booked a $2.42 billion loss for the last quarter of 2024. That could relieve concerns over the Japanese group’s volatile earnings posing an obstacle to Stargate. Nvidia is a technology partner for the project, which aims to build new AI data centers in the U.S. SoftBank