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Shares of Nvidia (NVDA) remained under pressure on Wednesday, extending recent losses despite blockbuster earnings and an aggressive long-term expansion plan tied to Taiwan's semiconductor ecosystem. The stock fell around 2% to roughly $211.26 in early trading after closing lower Tuesday for its third consecutive losing session.
NVIDIA's Data Center revenues hit $75.25B as Blackwell ramps up and networking demand jumps. Management's Q2 guidance indicates continued high growth momentum.
Unsurprisingly and arguably deservedly, Nvidia (NASDAQ: NVDA) CEO Jensen Huang has been bullish about his company for a long time, even predicting its already staggering – $5.2 trillion at press time on May 27 – market capitalization can go much higher in the next few years.
MicroStrategy (NASDAQ:MSTR | MSTR Price Prediction), now operating as Strategy, trades at $159.93 after a brutal 56.72% 12-month drawdown that mirrors bitcoin's slide to $75,870.71.
Nvidia (NVDA) is a top pick, supported by exceptional revenue growth and robust guidance. NVDA delivered 85% YoY revenue growth to $81.6B, with management projecting $91B and up to 100% growth next quarter. Agentic and robotic AI are expected to drive sustained or accelerating growth, with management targeting a $200B CPU TAM and $20B CPU revenue this year.
NVIDIA Corporation delivered Q1 FY27 revenue of $81.6B, up 85% YoY, with non-GAAP EPS of $1.87, both exceeding expectations. NVDA's current P/E of ~24x and PEG of 0.27, against 87% EPS growth, offer a margin of safety and support a strong buy rating. Risks from custom silicon and AI compute commoditization appear overstated; demand is broadening across hyperscalers, AI clouds, enterprises, and sovereign AI.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction | NVDA Price Prediction) just reported one of the most remarkable quarters in corporate history.
Nvidia CEO Jensen Huang gave a vote of confidence in Taiwan's supply chain ahead of the Computex conference.
Nvidia CEO Jensen Huang said on Wednesday that Taiwan is the "epicentre" of the AI revolution and the island will be the world's technology manufacturing hub for a long time to come.
Both Cisco Systems (CSCO) and NVIDIA (NVDA) delivered robust earnings releases this cycle, posting record results thanks to favorable trends stemming from the AI buildout.
NVDA and TSM have surged since April as AI chip demand, hyperscaler spending and advanced packaging shortages fuel growth.