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EN590 Commodities GroupMarket Analysis 2026-07-12T20:01:42+00:00
Nvidia (NVDA) has already become the biggest winner of the artificial intelligence (AI) boom, but Wall Street believes another growth opportunity may just be getting started. Wedbush Securities recently argued that Nvidia's new Vera CPU platform could expand the company's total addressable market (TAM) well beyond graphics processors, opening the door to billions of dollars in additional revenue. NVDA stock has cooled after its massive rally. Shares are up roughly 28% over the past year but have gained only about 13% so far in 2026. Investors remain cautious because of export restrictions on China, growing competition, and profit-taking following last year's AI surge. Taiwan Just Waved a Red Flag for Nvidia Stock Taiwan Semi Stock Is Approaching Fair Value Ahead of July 16. How to Play TSM
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25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.