Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look at NVDA stock after this news.

Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For context, industrials account for 8.7 percent of the index, while healthcare stands at 9.1 percent.

NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and continuing to rally despite ongoing trade tensions, export restrictions, and geopolitical uncertainty.

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Chipmaker Micron Technology's stock price has surged by over 80% in just a few months. Could this be a possible growth star for our writer to buy? The post Up 83% in months, could Micron stock be the next Nvidia?

With Nvidia’s stock at record highs, some investors might be wary of buying. Options strategists suggest other ways to play the name.

Nvidia stock fell to start the week as CEO Jensen Huang appeared to reaffirm his company’s commitment to the Chinese market.

Nvidia Corporation continues to lead in AI & data centers, fueling stock growth despite risks & high valuations. Click for my NVDA update.

Even at record highs, Nvidia’s stock may not be as expensive as it is touted to be. Some valuation metrics suggest room for upside

Here's why Nvidia will likely become the first company to surpass $4 trillion in market value, what Nvidia and Microsoft must do to continue rising in price, and whether either growth stock is a buy now.