NVIDIA Corp (NVDA)
Nvidia: Market, Market Share, Margins And Multiples Part 2
Nvidia Corporation remains a dominant force in AI infrastructure, with market share rising to 94% and a $3-4T GPU TAM projected within a decade. NVDA's operating earnings and margins are robust, with R&D investments yielding high returns and normalized margins estimated at 75% or higher. Valuation scenarios need to be weighed against the probability of capturing long-term market opportunities.
Nvidia Stock Rises. It's Riding a Wave of AI Spending.
Nvidia stock was gaining as Japan's Fujitsu outlined an expanded collaboration with the chip maker but hardware purchases by the UAE could be delayed.
Delays to Trump's UAE chips deal frustrate Nvidia's Jensen Huang, officials, WSJ reports
A multibillion-dollar deal to send Nvidia's artificial-intelligence chips to the United Arab Emirates is stuck in neutral nearly five months after it was signed, frustrating CEO Jensen Huang and some senior administration officials, the Wall Street Journal reported on Thursday.
NVIDIA Breaks Out to New Highs: What Comes Next?
NVIDIA NASDAQ: NVDA stock rose to set a new high in early October, signaling a continuation of the rally. The market, despite the uncertainty and headwinds caused by inflation, tariffs, and geopolitical tension, determined that the revenue and earnings growth outlook offset the risks, and the stock is undervalued.
Should You Buy Nvidia ETFs as the Stock Slips From Record Valuation?
Nvidia's slip from record highs sparks ETF opportunities, with funds like SMH, VGT, XLK and SHOC offering top exposure.
Wednesday's Final Thoughts: Government Shutdown, NVDA, AAPL & LAC
Marley Kayden and Sam Vadas run through a turbulent, still record-setting Wednesday on Wall Street as markets face day one of a government shutdown. They talk about why they're keeping eyes on Nvidia (NVDA), Apple (AAPL), and Lithium Americas (LAC).
This Nvidia move has sparked criticism, but it could help the stock, one analyst says
The chip maker's investments into its own ecosystem are being criticized by some for resembling bubble behavior, but they could actually send the stock higher, Melius analysts said.
Could This Be One of Jim Cramer's New Favorite AI Stocks Right Now?
Mad Money host Jim Cramer has made it pretty clear in the past that Nvidia (NASDAQ:NVDA) was his favorite AI stock.
Nvidia: Still The Best Risk-Reward In AI Hardware
Nvidia Corporation remains the best-positioned AI hardware company, with strong Q2 results, robust guidance, and expanding margins despite China headwinds. Q3 revenue guidance of $54 billion, excluding China, signals continued demand acceleration and supports the ongoing bull case for NVDA. Recent Intel and OpenAI partnerships reinforce NVDA's leadership and market sentiment, though they do not alter its core roadmap or strategy.
How to trade Nvidia as it crosses $4.5 trillion market cap
CNBC's “Halftime Report” team discusses Nvidia's historic market cap and how to trade the stock.
How this $130 billion energy management company is fueling Nvidia's infrastructure growth
Schneider Electric is an energy management company, mixing electrification and digitization together so customers know exactly where their energy is consumed and can optimize their energy usage in real time. Schneider announced in June it would collaborate with Nvidia to serve the growing demand for sustainable, AI-ready infrastructure.
Nvidia's stock can run higher as Citi analysts find plenty of reason for optimism
The chip maker's competitive product roadmap and Citi's raised forecast for hyperscaler AI spending next year led the bank's analysts to raise their price target for Nvidia's stock.
