NVIDIA

NVDA

Market cap $4.6T

Gene Munster, Deepwater asset management, joins 'Fast Money' to talk rumors Nvidia is interested in buying Dell.

NVDA, ADI, NXPI and ACMR gain momentum as AI-driven demand, easing supply fears and soaring global semiconductor sales fuel strong growth prospects.

@CharlesSchwab's Rachel Dashiell joins the Watch List for the show's newest segment: Charts to Watch. She analyzes the 9-month price action of the S&P 500 (SPX) as the index trades just 2% below its all-time high.

Shares of Dell Technologies and HP Inc. moved higher on Monday after a report suggested Nvidia Corp. could be exploring a major acquisition that may reshape the personal computer industry. The report, published by technology website SemiAccurate, said Nvidia has been negotiating for more than a year to acquire “a large company,” sparking speculation across markets.

All victims of the "SaaS-pocalypse" are being looked at once again, says R. Ray Wang. Once the U.S.-Iran War ends, he believes the reinvigoration of AI chip interest will lift software as well.

According to analysts, the global semiconductor market will be worth $1.3 trillion this year. The market is expected to be worth $2 trillion by the end of the decade.

Does Nvidia (NVDA) have what it takes to be a top stock pick for momentum investors? Let's find out.

Nvidia shares remained flat at $188.55 in early trading Monday, struggling to break out of a months-long trading range. The stock had closed 2.6% higher on Friday, marking its eighth consecutive session of gains.

Overall, the best strategy for these stocks is to buy all or almost all of them. Buying just one or two means taking on more single-stock risk.

Nvidia's growth rate is far greater than Apple's. Microsoft and Apple are usually valued at the same level.