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Is Nvidia Stock a Buy Heading Into October?


Nvidia (NASDAQ: NVDA) sits at the center of the artificial intelligence (AI) boom -- but investors are split on whether this is still the early innings or the final act of a bubble. The stock has surged 56% over the past six months, yet slipped 2% in the last 30 days (as of Sept. 26, 2025), reflecting growing unease.

On the surface, the numbers leave little doubt. Q2 fiscal 2026 revenue jumped to $46.7 billion, with gross margins topping 72%. But warning signs are flashing: capital spending at bubble-like levels, enterprises questioning AI's return on investment, and competitors eager to chip away at Nvidia's dominance. The truth likely falls between euphoria and collapse.

Image source: Getty Images.

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Source Fool.com

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