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Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel is now worth over $25 billion, a historic return in a matter of months. In 2026, the pace of deals has kicked into overdrive, wit

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NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - AOL.com

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www.aol.com 2026-05-09 AOL.com

NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC JOEL SOUTH Sat, May 9, 2026 at 7:30 PM GMT+8 0 24/7 Wall St. Quick Read Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue (up 73% YoY) with Q1 guidance at $78B, trading at $215 with a 24x forward P/E and 83% one-year gain, though the bear case warns hyperscaler CapEx growth of 10% clashes with Nvidia’s 40% guidance. Corning (GLW) surge

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NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - Yahoo Finance

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NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - 24/7 Wall St.

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247wallst.com 2026-05-09 24/7 Wall St.

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” Video Muted Loading stock data... The Bear Case: The Run Already Happened The skeptical panelist remains a

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Lightning Round: Hope for a down day in ASML, says Jim Cramer - CNBC

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news.google.com 2026-05-09 CNBC

Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio - CNBC

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www.cnbc.com 2026-05-09 CNBC

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Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking - CNBC

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www.cnbc.com 2026-05-09 CNBC

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Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags - CNBC

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www.cnbc.com 2026-05-09 CNBC

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Micron surges more than 30% on week as memory chip rally goes parabolic - CNBC

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www.cnbc.com 2026-05-09 CNBC