Dell and Lenovo Collaborate on Arm-Based Laptops
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy NVDA?
Dell (DELL), Lenovo (LNVGY), and other PC makers are working with Nvidia (NVDA) on laptops that use the Arm (ARM)-based Nvidia-MediaTek SoC, which could launch in the first half of 2026, The Wall Street Journal's Yang Jie reports, citing people familiar with Nvidia's supply chain. Nvidia is also working with Intel (INTC), which controls about 70% of the market for chips running Windows PCs, on chips that would integrate Intel's CPUs with Nvidia graphics and AI technology.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 186.030
Low
200.00
Averages
264.97
High
352.00
Current: 186.030
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia Reports Blowout Earnings but Stock Falls
- Impressive Earnings: Nvidia's fiscal 2026 fourth-quarter revenue surged 73% year-over-year, exceeding Wall Street expectations and demonstrating robust market demand, although the stock fell post-report, reflecting concerns over excessive AI infrastructure spending.
- Intensifying Competition: With competitors like Amazon and Alphabet launching more cost-effective AI chips, Nvidia faces increasing competition, particularly as Amazon's Tranium2 chips are fully subscribed at 1.4 million units, indicating market interest in alternatives.
- Market Concerns: Investors are worried about Nvidia's main clients overspending on AI infrastructure, which could lead to slowing sales and impact the company's long-term growth potential, despite strong performance in the short term.
- Strategic Positioning: Nvidia is launching processors based on its new Vera Rubin architecture, further solidifying its market dominance by vertically integrating its product ecosystem and establishing high barriers to entry against rival challenges.
See More
Nvidia Stock Pullback Amid Strong Fundamentals
- Stock Pullback: Nvidia's stock has dipped about 1% at the start of 2026, trading near $185 and 11% below its all-time highs; however, the company's business continues to grow at record levels, indicating strong underlying fundamentals.
- Earnings Growth: In fiscal 2026, Nvidia reported earnings per share (EPS) of $4.90, a 67% year-over-year increase, with analysts forecasting EPS to rise to $8.25 in fiscal 2027 and $10.74 in fiscal 2028, reflecting a potential 120% growth in earnings power over two years.
- Revenue Performance: Nvidia generated $68.1 billion in revenue during Q4, marking a 73% year-over-year increase, and analysts predict the company will achieve 70% revenue growth in the coming year, further solidifying its market leadership.
- Market Opportunities: Despite challenges such as trade tensions with China and increased competition, Nvidia is well-positioned to capture demand in multi-trillion-dollar markets through AI infrastructure investments and emerging applications like autonomous systems and physical AI, showcasing a favorable risk-reward profile.
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- Revenue Growth vs. Losses: Despite CoreWeave's revenue skyrocketing from $16 million in 2022 to $5.1 billion in 2025, its annual net losses widened from $31 million to $1.2 billion, highlighting significant challenges in profitability.
- Competitive Advantage: By deploying Nvidia's H100 and Blackwell GPUs, CoreWeave can process AI tasks 35 times faster and 80% cheaper, making it a popular choice for companies seeking cloud infrastructure without the need for on-site servers.
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- Significant Revenue Growth: CoreWeave's revenue surged from $16 million in 2022 to $5.1 billion in 2025, indicating strong demand in the AI market, although its net losses widened to $1.2 billion during the same period, reflecting the pressure of high expansion costs.
- Competitive Market Advantage: By deploying Nvidia's H100 and Blackwell GPUs in its cloud infrastructure, CoreWeave can process tasks 35 times faster and at 80% lower costs than AWS and Azure, attracting numerous enterprise clients looking to reduce IT expenses.
- Data Center Expansion: CoreWeave expanded its data center count from 3 at the end of 2022 to 43 by the end of 2025, achieving an active capacity of 850 MW, which not only meets market demand but also lays the groundwork for future revenue growth.
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See More
Oil Price Surge Triggers Market Volatility
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- Linde Stock Rises: Linde's shares increased as investors see the company benefiting from potential helium shortages linked to the Iran conflict, with Linde stating that the Middle East turmoil is neutral to net positive, allowing for price increases amid supply constraints, highlighting its strong market position.
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- Strategic Shift: Nvidia plans to invest $26 billion over the next five years to develop open-source AI models, marking a significant shift from its core chip business to a broader AI focus aimed at enhancing developer transparency and efficiency through an open platform.
- Market Dominance: Currently, Nvidia holds over 80% of the global AI chip market, and by expanding into AI model development, the company aims to set industry standards while boosting demand for its hardware, further solidifying its market position.
- Revenue Potential: Analysts estimate that if Nvidia maintains its hardware dominance and captures 10% of the foundational AI model market, this strategy could generate an additional $50 billion in annual revenue within three years, showcasing the substantial potential of its business model.
- Technological Leadership: Nvidia executives state that this investment aligns with the company's core interests and will inform next-generation hardware architecture, ensuring the company remains at the forefront of AI technology.
See More
Nvidia Reports Blowout Earnings but Stock Falls
- Impressive Earnings: Nvidia's fiscal 2026 fourth-quarter revenue surged 73% year-over-year, exceeding Wall Street expectations and demonstrating robust market demand, although the stock fell post-report, reflecting concerns over excessive AI infrastructure spending.
- Intensifying Competition: With competitors like Amazon and Alphabet launching more cost-effective AI chips, Nvidia faces increasing competition, particularly as Amazon's Tranium2 chips are fully subscribed at 1.4 million units, indicating market interest in alternatives.
- Market Concerns: Investors are worried about Nvidia's main clients overspending on AI infrastructure, which could lead to slowing sales and impact the company's long-term growth potential, despite strong performance in the short term.
- Strategic Positioning: Nvidia is launching processors based on its new Vera Rubin architecture, further solidifying its market dominance by vertically integrating its product ecosystem and establishing high barriers to entry against rival challenges.
See More
Nvidia Stock Pullback Amid Strong Fundamentals
- Stock Pullback: Nvidia's stock has dipped about 1% at the start of 2026, trading near $185 and 11% below its all-time highs; however, the company's business continues to grow at record levels, indicating strong underlying fundamentals.
- Earnings Growth: In fiscal 2026, Nvidia reported earnings per share (EPS) of $4.90, a 67% year-over-year increase, with analysts forecasting EPS to rise to $8.25 in fiscal 2027 and $10.74 in fiscal 2028, reflecting a potential 120% growth in earnings power over two years.
- Revenue Performance: Nvidia generated $68.1 billion in revenue during Q4, marking a 73% year-over-year increase, and analysts predict the company will achieve 70% revenue growth in the coming year, further solidifying its market leadership.
- Market Opportunities: Despite challenges such as trade tensions with China and increased competition, Nvidia is well-positioned to capture demand in multi-trillion-dollar markets through AI infrastructure investments and emerging applications like autonomous systems and physical AI, showcasing a favorable risk-reward profile.
See More
CoreWeave Stock Volatility Analysis Post-IPO
- IPO Performance: CoreWeave went public on March 28, 2025, at $40 per share, soaring to a high of $183.58 within three months, but currently trades around $82, indicating market concerns over its high debt and expansion plans.
- Revenue Growth vs. Losses: Despite CoreWeave's revenue skyrocketing from $16 million in 2022 to $5.1 billion in 2025, its annual net losses widened from $31 million to $1.2 billion, highlighting significant challenges in profitability.
- Competitive Advantage: By deploying Nvidia's H100 and Blackwell GPUs, CoreWeave can process AI tasks 35 times faster and 80% cheaper, making it a popular choice for companies seeking cloud infrastructure without the need for on-site servers.
- Future Outlook: Analysts expect CoreWeave's revenue to grow sixfold to $33.5 billion from 2025 to 2028, although its high debt-to-equity ratio of 13.8 limits its ability to raise additional capital.
See More
CoreWeave: Balancing AI Infrastructure Potential and Risks
- Significant Revenue Growth: CoreWeave's revenue surged from $16 million in 2022 to $5.1 billion in 2025, indicating strong demand in the AI market, although its net losses widened to $1.2 billion during the same period, reflecting the pressure of high expansion costs.
- Competitive Market Advantage: By deploying Nvidia's H100 and Blackwell GPUs in its cloud infrastructure, CoreWeave can process tasks 35 times faster and at 80% lower costs than AWS and Azure, attracting numerous enterprise clients looking to reduce IT expenses.
- Data Center Expansion: CoreWeave expanded its data center count from 3 at the end of 2022 to 43 by the end of 2025, achieving an active capacity of 850 MW, which not only meets market demand but also lays the groundwork for future revenue growth.
- Investor Considerations: Despite CoreWeave's enterprise value of $35.7 billion and relatively low multiples for sales and adjusted EBITDA, its high debt-to-equity ratio of 13.8 poses challenges for financing, necessitating cautious evaluation of its high-risk growth potential.
See More
Oil Price Surge Triggers Market Volatility
- Market Volatility Intensifies: On Thursday, the Dow plunged over 500 points as Iran's new Supreme Leader announced the Strait of Hormuz would remain closed, causing Brent crude to briefly exceed $100 per barrel and West Texas Intermediate to hover around $90, leading to a bearish market sentiment as investors refrained from buying amid rising oil prices.
- Linde Stock Rises: Linde's shares increased as investors see the company benefiting from potential helium shortages linked to the Iran conflict, with Linde stating that the Middle East turmoil is neutral to net positive, allowing for price increases amid supply constraints, highlighting its strong market position.
- Corning Shares Decline: Despite Bank of America raising Corning's price target from $120 to $144, the stock fell 2%, as analysts revealed that the scale-out opportunities in data centers are much larger than previously thought, indicating a disconnect between market perception and underlying value, with Jim emphasizing its importance in their portfolio.
- Rapid Stock Review: Stocks mentioned in Wednesday's rapid review included Dicks Sporting Goods, Dollar General, and CVS Health, with Jim Cramer's charitable trust holding positions in Linde, Q, and Corning, reflecting ongoing confidence in these companies amidst market fluctuations.
See More
Nvidia to Invest $26 Billion in Open-Source AI Models
- Strategic Shift: Nvidia plans to invest $26 billion over the next five years to develop open-source AI models, marking a significant shift from its core chip business to a broader AI focus aimed at enhancing developer transparency and efficiency through an open platform.
- Market Dominance: Currently, Nvidia holds over 80% of the global AI chip market, and by expanding into AI model development, the company aims to set industry standards while boosting demand for its hardware, further solidifying its market position.
- Revenue Potential: Analysts estimate that if Nvidia maintains its hardware dominance and captures 10% of the foundational AI model market, this strategy could generate an additional $50 billion in annual revenue within three years, showcasing the substantial potential of its business model.
- Technological Leadership: Nvidia executives state that this investment aligns with the company's core interests and will inform next-generation hardware architecture, ensuring the company remains at the forefront of AI technology.
See More
