$NVDA

NVIDIA's GPU prices have surged, with the RTX 5090 averaging $4,880, up $900 in 6 months. NVIDIA GPUs now average 70% over MSRP, driven by memory shortages. AMD and Intel GPUs are also affected but to a lesser extent. The delay in NVIDIA's Super series launch is attributed to VRAM price increases. PC Partner warns of further GPU price hikes in 2H 2026 due to rising memory costs.

Nvidia (NVDA) shares fell to $224.80 Friday after partnering with Einride to supply AI tools for driverless trucks. Einride expects demand for 1,500-2,000 vehicles by 2028, but revenue impact for Nvidia is unclear. Nvidia's GF Score is 96/100, with profitability and growth strengths noted.

Goldman Sachs reports AI infrastructure stocks' valuations have dropped to 22x earnings, down from 32x in April, amid spending estimates reaching $1.1T by 2027. Memory chip stocks trade at 4x earnings, while chip designers show more stable margins. Goldman maintains Buy ratings on Nvidia (NVDA) and Broadcom (AVGO), Neutral on Micron (MU). Cloud providers' spending may reach $800B in 2024, requiring $300B in annual AI revenue to break even by 2026-2027.

RMX Industries (OTCQB: RMXI) signed a purchase order with Technologent for NVIDIA H200 GPUs to support its QuantrusX™ deployments, establishing a dedicated supply line for high-performance GPU compute as the company scales its Real-World Intelligence (RWI) solutions.

U.S. stocks showed modest gains on Friday, with the S&P 500 up 0.3% and the Dow Jones up 0.4%, as oil prices cooled but bond yields rose. The University of Michigan reported higher consumer inflation expectations, pushing the 10-year Treasury yield to 5.20%. Nvidia dipped 0.1% after an early gain, while Akamai Technologies rose 7% on a major AI deal, and Costco added 2.4% on strong earnings.

Elon Musk's xAI plans to deploy 1.2 million NVIDIA GPUs in its Colossus data center project, aiming to compete with OpenAI and Anthropic. Colossus 2, the second phase, will primarily use NVIDIA's Blackwell GB300 GPUs, with 660,000 units expected by 2026. The data center currently operates 110,000 GB200 GPUs and 440,000 GB300 GPUs, with more to be added by year-end.

Wall Street indices rose on Friday, with AI optimism offsetting concerns over high oil prices and rising Treasury yields. Microsoft shares gained 3% after new AI capabilities were unveiled. Tech sector led gains, while inflation worries capped optimism. Traders see a 64% chance of a Fed rate hike in October.

China's soybean commitments boosted Archer-Daniels-Midland's (ADM) EPS guidance to $5.15-$5.60. Deere (DE) expects 15-20% decline in large-ag equipment sales in 2026. Nvidia (NVDA) assumes no China Data Center revenue in Q2 guidance of $108B. U.S.-China trade truce extended by two months, focusing on farmers, not semiconductors. China is meeting soybean commitments but lags on other farm purchases.

NVIDIA (NVDA) and Texas Instruments (TXN) both sell chips for data centers, but NVIDIA's revenue is more concentrated in this area. NVIDIA's Q2 2027 data center revenue was $89B, with Q3 guidance at $108B. TI's Q2 revenue was $5.5B, with Q3 guidance between $5.65B and $6.15B. NVIDIA faces supply constraints, while TI has spare capacity. NVIDIA's gross margin is expected to decline to 71-72% by Q4. NVIDIA leads in growth, profit margins, and debt metrics.

WiCi, a California tech firm, launched the first commercial wireless eGPU using Wi-Fi 7, offering desktop-class graphics for laptops, tablets, and phones. Two models feature Nvidia RTX 5060 Ti or RTX 5090 GPUs, with varying CPUs and storage. The eGPU connects wirelessly, with WiCi claiming performance benchmarks in gaming and AI tasks. Pre-orders start at $1,999, shipping in Q4.