NVIDIA Corporation (NVDA)
Nvidia: You're Looking For The AI Bubble In The Wrong Place
Nvidia Corporation remains the AI market leader, driven by explosive demand for compute power from hyperscalers and large language models, justifying its high valuation. NVDA's fundamentals are exceptionally strong, with industry-leading margins, robust free cash flow, and dominant market share in AI data center GPUs. AI market growth extends beyond LLMs to gaming, automotive, robotics, and healthcare, positioning NVDA to capture a multi-trillion-dollar opportunity by 2030.
Brokers Suggest Investing in Nvidia (NVDA): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Markets Brace For Volatile Week As Earnings, Rates, And AI Collide
Key Takeaways
Datacenter and AI Chip Demand to Boost NVIDIA's Q3 Earnings
Soaring datacenter and AI chip demand set up NVDA for a robust Q3, with revenues and earnings poised for sharp gains on broad AI adoption.
Peter Thiel's fund offloaded Nvidia stake in third quarter, filing shows
Tech billionaire Peter Thiel's hedge fund has sold off its entire stake in Nvidia during the third quarter, a regulatory filing showed, intensifying worries of an artificial intelligence bubble.
Nvidia Stock Slips. Peter Thiel Sold Out of Chip Maker.
Nvidia stock was falling on Monday after Peter Thiel's hedge fund Thiel Macro LLC revealed it had sold all its shares in the chip maker.
Stock Markets Face a Crunch Week. It's About Much More Than Nvidia Earnings.
Nvidia earnings are coming, the Fed's path forward is getting murkier, Berkshire Hathaway bought $4.3 billion worth of Alphabet stock, and more news to start your day.
Billionaire Hedge Fund Manager dumps over $100 million in Nvidia stock
Billionaire investor Peter Thiel has exited his entire Nvidia (NASDAQ: NVDA) position, according to a newly filed Q3 2025 13F from his hedge fund Thiel Macro LLC.
GMI Cloud to build $500 million AI data centre in Taiwan with Nvidia chips
U.S.-based cloud services provider GMI Cloud said on Monday it will build a $500 million artificial intelligence data centre in Taiwan with the support of U.S. chipmaker Nvidia.
U.S. stock futures little changed as investors anxiously await Nvidia earnings
U.S. stock futures were little changed on Sunday, following a choppy week on Wall Street.
Wall Street Brunch: Nvidia Week
Nvidia (NVDA) earnings are highly anticipated, with the stock now closely correlated to the S&P 500's performance. Wall Street remains overwhelmingly bullish on NVDA, but Seeking Alpha's Quant Rating is Hold due to high valuation; some analysts warn of options risk.
Nvidia Shares May Plunge After Results
Nvidia is set to report strong revenue and earnings growth, but post-earnings stock moves hinge on options market dynamics. NVDA options positioning is extremely bullish, making options expensive and setting up a scenario where implied volatility collapse could hurt call holders. A wall of positive gamma at $200 creates resistance, making it difficult for NVDA shares to rally meaningfully above that level after earnings.
