If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI.

Among the companies benefiting from artificial intelligence (AI) entering the mainstream are semiconductor giants Broadcom ( AVGO -0.11%) and Nvidia ( NVDA -3.10%). The arrival of AI supercharged sales for both businesses as customers sought the necessary hardware and software to implement AI into their organizations.

Nvidia stock rose as much as 4% on Tuesday following a series of bullish notes from Wall Street analysts ahead of its earnings report.

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.

Nvidia stock jumped in early trading Thursday, after the company reported better than expected Q3 earnings after the bell Wednesday.

While it’s not clear what the exact impact on Nvidia might be, new tariffs would raise barriers to trade and would almost certainly cause problems for its supply chain.

Nvidia (NASDAQ: NVDA) once again showed that it is the company most benefiting from the artificial intelligence (AI) infrastructure build-out, as it continued to show astronomical revenue growth in fiscal 2025's Q3 (ended Oct.