Nvidia CEO Jensen Huang says the company will “continue to be rigorous” in preventing chips from ending up in the wrong hands during an interview with Ed Ludlow on "The Asia Trade." Nvidia delivered a surprisingly strong revenue forecast, projecting sales about $65 billion in the January quarter.
"We've got a bunch of Blackwells to sell," Nvidia CEO Jensen Huang says during an interview with Ed Ludlow on "The Asia Trade." Nvidia delivered a surprisingly strong revenue forecast, projecting sales about $65 billion in the January quarter.
The highly anticipated results from chip giant Nvidia alleviated worries on Wall Street about the health of the AI trade.
Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.
Pre-market futures are up big this morning. Major indexes started off early trading in the green, buoyed by another massive earnings report from NVIDIA ( NVDA ) yesterday afternoon.
Nvidia Corp's (NASDAQ:NVDA) earnings report is finally here, and investors are tripping over themselves to get their hot takes in.
Nvidia ( NASDAQ:NVDA ) delivered a blowout earnings report yesterday, easing fears that artificial intelligence (AI) spending might be slowing.
Nvidia Corporation's Q3 FY26 results reversed market panic about a supposed AI bubble, confirming that demand continues to materially outpace supply. The NVDA results were good but they looked great on the backdrop of an angsty market. GB300 is carrying the show, and more complex rackable solutions are boosting networking revenue, too. While we wanted more on China, NVDA reaffirming a big fat zero around its share in China will make it easier for upside surprise once its back into that market.
Michael Burry of "The Big Short" once again took aim at Nvidia after its earnings beat on Wednesday. He questioned the longevity of its chips, its stock dilution, and the "give-and-take deals" in AI.
On November 3, Michael Burry's Scion Asset Management disclosed a new regulatory filing, revealing several changes to its portfolio, including one million put options on Nvidia (NASDAQ: NVDA).
If there were any doubts about the AI trade and its health ahead of NVIDIA's NASDAQ: NVDA Q3 earnings release, they have been laid to rest. The company produced another wow-quality quarter, accelerating revenue growth to over 60% annually and outpacing consensus estimates.
NVIDIA's upbeat earnings fuel AI optimism and lift sentiment around NVDA-heavy ETFs like SMH, SHOC and SMHX as investors bet on stronger chip demand.