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About NVIDIA (NVDA)
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Market Analysis
NVIDIA-Groq Deal Faces U.S. Antitrust Probe: Why Is NVIDIA Under Pressure?The U.S. Department of Justice is investigating the deal structure between NVIDIA and Groq, focusing on whether the transaction’s technology licensing and the addition of key talent are designed to sidestep traditional merger-and-acquisition review. We analyze the antitrust pressure on NVDA and the competitive landscape in AI chips.2026-09-10

H100 Rental Prices Surge 22%: Why Can NVIDIA (NVDA) Older Chips Still Raise Prices, and Have AI Compute “Moats” Been Undervalued?The H100 chip rental price, first published three years ago, rose 22% month over month to $3.28 per hour. Huang Renxun addressed concerns about depreciation with this move, but behind NVDA’s stock price lie both the real value of computing assets and the risks tied to financial leverage.2026-09-09

Can NVDA stock still rise? Why do we still need 400,000 Nvidia GPUs in the age of AGI?NVIDIA CEO Declares AGI Has Arrived, as OpenAI Releases GPT-6 Astra. This article analyzes why NVDA stock is rising, the next growth driver across the AI supply chain, and whether NVIDIA can defend its value share.2026-09-08

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