Nvidia's AI software sales team faces some challenges with big, highly regulated clients. The chip giant still sees healthy growth ahead.

Turbulence in technology stocks could ratchet higher in the coming week as investors react to the quarterly report from Nvidia Corp , the world's largest company by market value that is at the heart of Wall Street's artificial intelligence trade.

Shares of Nvidia have wobbled recently amid chatter of an artificial-intelligence bubble. To some research analysts on Wall Street, it’s looking like a buying opportunity.

Gene Munster thinks Wall Street isn't factoring in a few key developments as analysts prepare for the chip giant's Q3 earnings report on November 19.

Nvidia is surpassing Broadcom as investors favor its GPU growth and wider customer base. Aureus Asset Management buys Nvidia and trims Broadcom.

On the semiconductor side of the house, Broadcom is seeing unprecedented demand for its custom application-specific integrated circuits (ASICs). Essentially, GPUs designed by Nvidia and AMD are purpose-built to handle a variety of tasks. Broadcom's ASICs enter the equation when developers need robust chipsets for application-specific features.

Despite a $4 trillion market cap, Nvidia's "one team" company culture and flat org structure mean VPs fly coach and many executives lack assistants.

Amazon is joining Microsoft in backing legislation to further restrict chipmaker Nvidia's ability to export chips to China, the Wall Street Journal reported on Thursday, citing people familiar with the matter.

Though Nvidia and Palantir are Wall Street's AI darlings, a "magnificent" stock that's lurking in plain sight is far more attractive.