After a long delay, Nvidia (NVDA 1.97%) is finally selling chips to customers in China.
Nvidia CEO Jensen Huang is rarely seen without his leather jacket. It's his signature look.
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) because every time Main Street panics about Trainium, TPUs, or Meta's Iris chip stealing Jensen Huang's lunch, the receipts land and the panic looks smaller.
Shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have been looking for a big needle-moving catalyst for quite some time now.
Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has spent the last two months digesting a strong Q1 earnings report, with the back half of fiscal 2027 looking constructive.
Nvidia stock (NVDA) fell 2.5% on Thursday, tracking a broader decline in semiconductor stocks, even as the company announced new artificial intelligence partnerships and products aimed at expanding its presence in Japan. The stock traded at $207.27 in midday trading, broadly in line with the wider chip sector.
I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team can send a long-term holder.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) sit on opposite ends of the same AI supply chain.
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This article was written by Doug Nathman, with research by his team at Trefis.
TSMC's Q2 earnings outperformance and significant capex raise reinforces the durability of robust AI and HPC demand critical to Nvidia's outlook. The accelerating N3 ramp and higher HPC mix provide tangible support for timely Vera Rubin deployments later this year, while also improving Nvidia's supply availability. Expanding advanced-node capacity from TSMC should also improve visibility into Nvidia's ability to convert accelerating agentic AI demand into sustained data center revenue growth.