News
Bull
Volatility: 3/5
Jensen Huang says Nvidia will sell twice as many chips next year
September 17, 2026
·
cnbc
·
85% confidence
Summary
Jensen Huang says Nvidia will sell twice as many chips next year, signaling continued AI demand.
AI Analysis
Doubling chip sales signals AI capex remains strong, boosting semis and AI-linked stocks. Broad market supported by tech leadership, though concentration risk limits breadth.
Direction
Bull
Volatility
3/5 - Moderate
AI Confidence
85%
Affected Stocks
NVDA
AMD
TSM
ASML
AVGO
SMCI
INTC
QCOM
Likely Winners
NVDA (Nvidia)
AMD (Advanced Micro Devices)
TSM (Taiwan Semiconductor)
ASML (ASML Holding)
AVGO (Broadcom)
SMCI (Super Micro Computer)
Likely Losers
INTC (Intel)
QCOM (Qualcomm)
Suggested Action
Buy NVDA on any pullback to the 50-day moving average
Recommended Actions
- Buy NVDA on any pullback to the 50-day moving average
- Add SMH ETF to gain broad semiconductor exposure
- Buy TSM as the key foundry supplier for Nvidia chips
- Monitor SOX index for confirmation of sector breakout
- Consider trimming INTC if AI market share losses continue