DASHBOARDCONTRACTORSNVDA
NVDASemiconductors

NVIDIA Corporation

Dominant GPU and AI accelerator supplier. H100/H200 and forthcoming Blackwell architecture power global AI infrastructure. DoD and IC are priority customers for classified AI workloads.

$892.30
$7.54 (-0.84%)

◆ KEY PROGRAMS

H200 GPU (AI Training)Blackwell B200 ArchitectureCUDA EcosystemDISA AI ComputeDGX SuperPOD (DoD)Jetson Edge AI

◆ RECENT CONTRACTS

DISA AI Compute Infrastructure

DISA · 2026-03-05
$400M

NSA H200 Cluster Procurement

NSA · 2026-01-18
$280M

DARPA AI Research Platforms

DARPA · 2025-11-10
$92M

◆ RELATED SIGNALS (5)

Big tech earnings reinforce strength of AI demand across chips, cloud and software: Wedbush

Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...

XRP Price Prediction: Where Will XRP Be in 1 Year?

XRP (CRYPTO: XRP) is currently trading around the $1.44-$1.45 break-even zone. The coin has struggled to hold above this level, with previous attempts leading to pullbacks below $1.40. XRP recorded its first green month of the year in April, and analysts are weighing where the coin will trade a year from now. Over the last ... XRP Price Prediction: Where Will XRP Be in 1 Year?

President Trump's Golden Dome Missile Shield Just Got $3.2 Billion Bigger

Space Force is enlisting a dozen space companies to fortify the "Golden Dome."

Circle Internet Stock Is Up 68% in 2026: Is It Outperforming Other Crypto Stocks Like Strategy and Bitmine?

Shares of Circle Internet Group (NYSE:CRCL) are surging on Monday, with CRCL stock up 16% to $132 after the stablecoin issuer released its Q1 2026 results before the open. The move pushes the stock’s year-to-date 2026 gain to roughly 68%. That puts Circle well ahead of its two highest-profile crypto-equity peers. Strategy (NASDAQ:MSTR), the Bitcoin (CRYPTO:BTC) ... Circle Internet Stock Is Up 68% in 2026: Is It Outperforming Other Crypto Stocks Like Strategy and Bitmine?

Stock Market Today: Dow Up; Intel Gain Reaches 260%; Dividend Play Tests Entry (Live Coverage)

The Dow Jones index is steady on the stock market today after President Trump rejects an Iran proposal. Intel and Micron are winners.

◆ GEOPOLITICAL HEADWINDS (1)

US-China Chip Export Controls Tightened — ASML Restrictions Expanded

SEV 6

Commerce Dept expands entity list. ASML barred from servicing DUV systems in China. Beijing retaliates with rare earth export controls.

◆ FINANCIALS

Revenue$122.8B
Ebitda$82.4B
Backlog$18.6B
P/E Ratio38.2
Div Yield0.03%

◆ RISK FACTORS

China export control restrictions
Customer concentration in hyperscalers
AMD MI300X competition
Supply chain constraints on CoWoS packaging

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
AD SPACE — 300x250Configure ADSENSE_CLIENT_ID to activate
AD SPACE — 728x90Configure ADSENSE_CLIENT_ID to activate