Bank of America’s Vivek Arya summed up the 2026 setup in a single line: Nvidia is acting like it believes that and more. The chipmaker didn't want to wait for the next phase of the AI buildout to start, so it made a $20 billion deal with inference chip firm Groq. The agreement appears like an acquisition in terms of its economic impact, but it's not one on paper. Nvidia’s Groq agreement looks less like a partnership and more like a strategic capture.Photo by Woohae Cho on Getty Images Nvidia gives Groq ...

So, we'll keep it on the desk because everybody does own uh Nvidia. Joe, you want to you want to take this one while we work on Josh's Josh's audio. >> All you need to do is just look at the growth of revenue.It's absolutely staggering. 26 billion in 2023, 60 billion in 2024, 130 billion in 2025, estimate for 26, 206, 276 in 27, 321 in 28. I mean, that's just historic.It's unpre unprecedented. something we have never seen in the capital markets and it's the reason behind the astronomical performance that th ...

CoreWeave  (CRWV) is arguably 2025’s headline stock. The Nvidia  (NVDA) -backed AI-infrastructure pure-play went public at $40 on Mar. 28, 2025. Its shares have more than tripled since the IPO, and at points even quadrupled. Under the hood, its growth isn’t just a promise. In Q2 2025, CoreWeave posted a whopping $1.21 billion in sales (compared with $395 million a year ago), with its management leaning into GPU-first, bare-metal capacity for model training and inference. Moreover, the demand outlook is ...