NVIDIA Corporation (NVDA)
Nvidia Still Has Room To Run
Nvidia stands at the forefront of technological innovation, leveraging deep industry relationships and insight to anticipate and shape future trends beyond AI. NVDA delivered exceptional Q3 results, with revenue up 62.5% and EPS rising 67%, and provided strong guidance for continued growth and margin expansion. The company boasts industry-leading profitability, robust free cash flow, and a unique position in AI, gaming, and emerging tech, supporting a long-term growth thesis.
Nvidia: The AI Giant Wall Street Still Can't Properly Price
Nvidia delivered record Q3 earnings, reinforcing its dominance in the AI hardware market and sparking a wave of analyst price target upgrades. NVDA's data center revenue surged, driven by insatiable AI demand, while its strong balance sheet and guidance point to continued robust growth. Despite high valuation multiples, NVDA's near-monopoly in AI GPUs and unmatched growth justify its premium relative to competitors like AMD.
CNBC Daily Open: The weight of Nvidia's crown
Britain prepares for 'smorgasbord' of tax hikes to be unveiled Wednesday. Major U.S. indexes had their third straight winning session on Tuesday, erasing earlier intraday losses.
Jim Cramer on why he is sticking by Nvidia
'Mad Money' host Jim Cramer talks the current state of the AI trade.
Nvidia: The Cycle That Never Ends
There are two potential realities that we face as a Western alliance. One where AI infrastructure markets are cyclical and volatile, and another where they are smooth and moderate. This thesis focuses on the binary bear versus bull case, with a central theme on the debt markets tied to AI infrastructure. I advocate for moderation, viewing a 17% Nvidia Corporation return in 12 months as more favorable than a higher short-term return on NVDA that may lead to a medium-term cyclical collapse.
Google Vs. Nvidia: Trillions Of Dollars At Play
Alphabet Inc. is disrupting the AI chip market with its custom TPUs, challenging Nvidia's dominance and reshaping industry dynamics. GOOGL's TPUs offer superior performance-per-dollar, attracting major clients like Meta Platforms and Anthropic, and threatening up to 10% of NVDA's annual revenue. NVDA retains strengths in its CUDA ecosystem and flexible GPUs, but faces margin pressure as TPUs gain traction for cost-sensitive AI inference workloads.
GOOGL vs. NVDA: Is There a New Leader in AI?
Just a few months ago, analysts and investors were openly questioning Alphabet's ( GOOGL ) future, arguing that large language models would cannibalize search and erode its core business. Today, the narrative has flipped.
Nvidia responds after Meta opts for Google chips; What's next for NVDA stock?
American technology giant Nvidia (NASDAQ: NVDA) has addressed market concerns following reports that Meta Platforms (NASDAQ: META) is exploring the use of Google's tensor-processing units for its AI workloads.
Nvidia's Business Is Booming. Its Stock Is Falling.
Nvidia blew past high expectations when it reported quarterly results last week. Its stock is getting hit anyway.
Nvidia shares sink 4% after report of Meta in talks to spend billions on Google chips
Google could take as much as 10% of Nvidia's annual revenue as a result of the deal, since Meta currently uses Nvidia's graphics processing units, according to a report.
Is This Nvidia's Next Trillion-Dollar Opportunity?
Nvidia ( NASDAQ:NVDA ) has ridden the AI wave to unprecedented heights.
Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories?
NVIDIA Corp. NASDAQ: NVDA, the world's largest company and a major bellwether for the AI industry more broadly, has experienced a share decline of nearly 14% since late October. While some risk-averse investors will take the first sign of a pullback as confirmation that AI is too dangerous a space, others might see an opportunity to buy in.
