$NVIDIA(NVDA)$'s message at CES 2026 demonstrated clearly their direction in providing the entire "pipeline" for AI, from foundational chips to software and applications, this would drive the move towards intelligent, autonomous AI agents across all industries. Nvidia’s messaging at CES 2026 underscored a clear strategic shift in the AI race, one that reflects the company’s intent to own the full stack of AI computing rather than just a segment of it. The announcements and ecosystem signals from the show substantiate this interpretation and also help explain broader industry dynamics going forward. Nvidia’s CES 2026 Messaging: Full-Stack AI At its CES keynote, Nvidia CEO Jensen Huang laid out a vision that goes beyond individual chips or isolated

I do have invested in Nvidia & AMD, let’s see how market responds in coming time.

Nvidia going strong! 

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla

May be what I'm about to say would sound trivial: but Nvidia's CES 2026 highlights stands centered on the new Vera Rubin AI computing platform & expansive concept of "physical AI" in robotics and autonomous systems - this somehow seems like a portent of a Terminator like world!  Trivialities apart, the new chips are expected to significantly boost revenue, particularly in the data center segment, by meeting the intense demand for more efficient AI infrastructure. And with the talk of these new chips being 5x faster, it can be a game changer. Let us hope this happens! It also depends on how trump will react and the kind of restrictions he could place on their sale. So, I am keeping fingers 🤞 for a bright future on this.

Is this good new or bad rumour?? 

BUY all! I am invested in both NVDA and AMD. 1st and 2nd place for the big piece of AI pie.  NVDA will surprise everyone that thinks it's growth will slow while AMD will surprise everyone with it's growth...

If CES 2026 can be summed up in one sentence, it’s this: AI is no longer just about stronger models—it’s truly entering the real world, forcing a full re-pricing of energy, compute, and infrastructure.NVIDIA opened strong but closed weaker, suggesting capital markets weren’t fully satisfied. But don’t overlook this all-in-AI starting point. Let’s walk through the three biggest CES highlights.1. From “Single-Card Performance” to “System-Level AI Supercomputing”: NVIDIA Rubin vs. AMD HeliosNVIDIA broke with its CES tradition of launching new consumer GPUs—and went all in on AI.1) Rubin lifts data-center revenue expectationsIf Blackwell pushed the limits of single-GPU performance, Rubin tackles the problem of system-scale deployment. It’s expected to launch in 2H 2026Rubin delivers 5× inferen

$22nd Century(XXII)$ clinical success. Rally is coming

1. Strategic Significance of the CES Announcements At CES 2026, Nvidia unveiled several major innovations that extend its technology stack far beyond traditional PC graphics cards: Open-source autonomous driving tools (Alpamayo) Alpamayo represents a substantive shift in how Nvidia is positioning itself in the autonomous vehicle (AV) ecosystem. Rather than just providing hardware, Nvidia is now offering a reasoning-capable AI model for AVs that integrates vision, language and action. This could substantially improve safety and decision-making in complex driving situations, and accelerate deployment with automotive partners. Early adoption plans already include Mercedes-Benz models on the road in 2026.  Next-generation compute platform (Vera Rubin) The new Vera Rubin architecture, intr

From my perspective, Nvidia's pullback after CES says more about market expectations and positioning than about the substance of what was announced. CES has become a stage where investors already expect Nvidia to impress, so even genuinely meaningful innovations don't always translate into immediate stock gains. When a stock opens strong and then closes slightly down, it often reflects profit-taking after a run-up rather than a loss of confidence in the company's long-term trajectory. Looking at the CES highlights themselves, I view the introduction of Alpamayo as strategically important rather than headline-grabbing in a financial sense. By pushing an open-source platform for autonomous decision-making, Nvidia is reinforcing its role as the underlying "operating system" for autonomy, not

Will Nvidia Continue to bullish?

Potential Implications of NVIDIA's CES Announcements for Market Position and Future Growth  Advancements in AI and Autonomous Driving  NVIDIA unveiled Alpamayo, a new family of open reasoning models for autonomous driving at CES 2026. This platform introduces chain-of-thought, reasoning-based vision language action (VLA) models, aiming to bring human-like thinking to autonomous vehicle (AV) decision-making. Mobility leaders like JLR, Lucid, and Uber are reportedly interested in using Alpamayo to accelerate their Level 4 deployment roadmaps. The Mercedes-Benz CLA, featuring Alpamayo, is set to debut in the U.S. this year. This move positions NVIDIA to further penetrate the rapidly expanding physical AI market, which includes robots and autonomous machines. NVIDIA also highlighted

CES isn’t just about flashy TVs and robots that pour coffee anymore. For NVIDIA, CES has quietly turned into a narrative-setting event — the place where Jensen Huang tells the market what the next cycle is, before Wall Street fully prices it in. This year, CES is less about “data center GPUs” (that story is already well known) and more about defining the next phase of AI adoption: 👉 AI on your desk 👉 AI on your laptop 👉 AI inside consumer hardware 👉 AI that actually feels useful And when NVIDIA controls the narrative, prices usually follow 📈 Let’s break this down in four big CES themes that can push NVDA higher — and then I’ll show you exactly how I used cash-secured puts + covered calls to aim for ~$1,200 in one month, without YOLO nonsense. ⸻ 🎤 CES Is Jensen Huang’s Stage (Not Just a Tra

$NVIDIA(NVDA)$   NVIDIA CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can deliver five times the artificial-intelligence computing of the company’s previous chips when serving up chatbots and other AI apps. In a speech at the Consumer Electronics Show in Las Vegas, the leader of the world's most valuable company revealed new details about its chips, which will arrive later this year and which Nvidia executives told Reuters are already in the company's labs being tested by AI firms, as Nvidia faces increasing competition from rivals as well as its own customers. The Vera Rubin platform, made up of six separate Nvidia chips, is expected to debut l

🚨 CES 2026: Nvidia vs. AMD — The "Paper AI" Era Ends Here CES 2026 has officially kicked off, and the vibe in Vegas is heavy. Not heavy with doubt, but heavy with expectation. The "Hype Phase" of 2023–2025 is over. Investors are no longer impressed by chatbords or vague promises of "productivity." We are now entering the "Show Me The Utility" phase. The screenshot above hints at the critical pivot: Physical AI. This is the buzzword that will define your portfolio in 2026. Here is the deep-dive on why this CES is a make-or-break moment for the semi giants. 1️⃣ The Great Rotation: From "Cloud Brains" to "Physical Bodies" For the last three years, the money was in Training (building massive models in the cloud). That trade is crowded. The smart money is now rotating into Inference & Embod

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$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Dive into the heart-pounding action at CES 2026 where chip giants Nvidia and AMD are dropping jaws with their latest AI wizardry. Investors, gear up—this isn't just tech talk; it's the future unfolding with mind-blowing advances in data centers, on-device smarts, and consumer gadgets that'll redefine how we live and play. 🌟🔮 First off, Nvidia's CEO Jensen Huang stole the spotlight with a keynote that's pure fire, unveiling Agentic AI that reasons, plans, and tackles complex tasks l

1. Artificial Intelligence as the Central Theme CES 2026 is widely characterised by the pervasive presence of artificial intelligence across sectors. AI technologies are expected to be showcased not merely as academic demonstrations but as tangible products and systems with real-world relevance in robotics, healthcare, mobility, entertainment, smart homes and productivity tools. This reflects a shift from novelty to practical deployment.  2. Major Keynotes from Nvidia and AMD Chief executives from Nvidia and AMD are both confirmed to speak at CES, signalling the strategic importance of the event for the industry. Their addresses are anticipated to outline broader AI strategies, with emphasis on next-generation hardware platforms, AI infrastructure and expanding use cases.  3. New