NVIDIA Corporation (NVDA)
Wall Street Brunch: Nvidia Time
Nvidia's earnings are highly anticipated, with minimal China ban impact and strong AI tailwinds supporting a bullish outlook despite recent share pullback. Skepticism remains about a potential AI bubble, with concerns over hyperscaler spending and Nvidia's customer concentration posing downside risks if demand wanes.
This Analyst Thinks NVIDIA Will Fall 40%
Seaport Global Securities analyst Jay Goldberg downgraded NVIDIA (NASDAQ: NVDA) three months ago.
Low expectations for retailers and ever-rising expectations for Nvidia in this week's round of earnings
Earnings Watch: Nvidia reports amid questions about its ability to meet demand; also reporting are retailers like Gap and Ulta Beauty.
What Wall Street Analysts Think of Nvidia's Stock Ahead of Earnings Wednesday
Nvidia (NVDA) is set to release its latest quarterly results after the market closes Wednesday, with analysts expecting the most valuable company in the world's sales could reach another record high, despite an anticipated hit from export curbs.
What To Expect in Markets This Week: Nvidia Earnings, a Key Measure of Inflation, and More
After a sweeping rally for U.S. stocks Friday fueled by rising expectations of an interest rate cut next month, earnings from the world's most valuable company and a key measure of inflation could command the spotlight this week.
Nvidia Q2 Preview: AI Bubble Is Popping
Nvidia's valuation is unsustainably high, with slowing growth momentum and increased geopolitical risks, especially from China's competition and export restrictions. AI infrastructure demand is cooling, as seen in GPT-5's underwhelming launch and a shift in customer focus toward inference efficiency over large-scale training. Sequential revenue growth is plateauing, with flat guidance for Q2 and a trend of downward analyst revisions, signaling normalization after hyper-growth.
NVIDIA's Stock Will Crater If Revenue Is Up 70%
It is hard to imagine a company in which the stock will crater if its quarterly revenue is up less than 70% year over year.
Nvidia Stock: 5 Reasons I Bought More Ahead Of Earnings And So Should You
Nvidia Corporation's explosive price gains are fully justified by equally 16X free cash flow growth, not speculative bubble dynamics. The AI boom is real, with hyperscalers committed to $5.4 trillion in AI spending through 2030, ensuring Nvidia's chip utility dominance and supply constraints. Nvidia's unmatched CUDA software moat, hardware efficiency, and full-stack solutions make it the lowest-risk way to profit from the AI megacycle.
1 Unstoppable Stock to Buy Before It Soars to $6 Trillion by 2027, According to 2 Wall Street Analysts
One of the most significant technological breakthroughs of our generation is the development of artificial intelligence (AI). These next-generation algorithms are being used by creatives to generate original content, by businesses to streamline processes, and by developers to write and debug computer code -- and new use cases are being uncovered regularly.
Nvidia's Roller Coaster for China AI Chips Takes a New Turn
The chip designer halts production of the H20 AI chip that it developed for China, after Beijing told companies there not to buy it.
Stock Market This Week: Powell's Dovish Stance, META A.I. Moves, NVDA Chinese Chip
It was a down week on Wall Street — until Friday, when dovish commentary from Jerome Powell the markets took as a strong rate cut signal pulled most stocks into green territory. As for stock stories, Meta Platforms (META) is seeking to build out Llama through Alphabet's (GOOGL) Google Cloud after it reportedly froze A.I.
Nvidia earnings, Treasury auctions to be in focus next week, says Vital Knowledge's Crisafulli
CNBC's “Closing Bell Overtime” team is joined by Adam Crisafulli, founder of Vital Knowledge, to break down what key market catalysts to watch next week.
