1 hour ago
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Rich Duprey
Sat, April 11, 2026 astatine 8:43 AM CDT 5 min read
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Nvidia’s eight-day winning streak is backed by Taiwan Semiconductor’s 35% foundry maturation and Nvidia’s ain 65% full-year gross enlargement to $215.9B, though past shows akin abbreviated bursts passim 2025 often faded aft profit-taking, and the banal remains 11% beneath its 52-week precocious contempt hyperscaler capex commitments from Amazon, Google, Meta, and Microsoft remaining intact.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
The S&P 500 is mixed aft March ostentation came successful conscionable beneath forecasts and uncertainty implicit a peaceful solution to the Iran war. Tech stocks, though, were erstwhile again doing the dense lifting. Right successful the mediate is Nvidia (NASDAQ:NVDA), which conscionable logged its eighth consecutive league of gains done Friday's close, with the banal rising 14% implicit that span.
That marks its longest winning streak since November 2023, erstwhile it posted 10 consecutive up days, though it lone roseate astir 12% astatine the time. The existent run-up, then, raises the question: Is this tally higher signaling Nvidia is yet turning a corner, oregon is it conscionable different setup to autumn backmost into stagnation? Let's excavation into the numbers and abstracted awesome from noise.
The contiguous catalyst traces consecutive to the mill floor. On Friday, Taiwan Semiconductor Manufacturing (NYSE:TSM) preliminarily reported grounds first-quarter gross of NT$1.13 trillion, oregon astir $35.6 billion, up 35% from a twelvemonth earlier. That bushed expectations and highlighted red-hot request for precocious AI chips. Nvidia present accounts for astir 22% of Taiwan Semiconductor's revenue, overtaking Apple (NASDAQ:AAPL) arsenic its largest customer. Simply put, erstwhile the world's biggest spot foundry signals capableness constraints connected 3-nanometer and 2-nanometer processes tied to AI accelerators, the marketplace reacts successful kind.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
Nvidia's ain fiscal 2026 results, released successful February, person already laid the groundwork. Full-year gross deed $215.9 billion, up 65% from the anterior year, with Data Center gross unsocial reaching $193.7 billion, a 68% gain. Those figures dwarf thing from peers. Advanced Micro Devices (NASDAQ:AMD), for comparison, trades astatine a guardant P/E adjacent 88x portion Nvidia sits astatine astir 38.5x trailing net connected a stock terms astir $188.63. Taiwan Semiconductor itself carries a P/E astir 35x. The information tells america Nvidia inactive commands a premium, but its maturation motor remains unmatched.
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