NVIDIA Corporation (NVDA)
Nvidia moves one step closer to a breakthrough on Chinese exports after reaching another milestone
Nvidia's chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
Nvidia's Jensen Huang on China trip: ‘President Trump asked me to come'
Nvidia's Jensen Huang told reporters on Thursday that U.S. President Donald Trump "asked" him to come on the China trip. Initial indications suggested Huang would not be part of the trip, but it was announced on Tuesday that he would join the summit.
Nvidia: A Strong Setup Ahead Of Earnings
Nvidia should continue to benefit from robust, supply-constrained AI GPU demand, as evidenced by recent developments. TSMC raised its AI accelerator revenue CAGR forecast to 56–59%. Hyperscaler capex and AI infrastructure commitments—Microsoft, Google, Meta, AWS—underscore sustained, broad-based demand for AI solutions.
Nvidia stock: Jensen Huang's China remarks matter for investors
Nvidia stock (NASDAQ: NVDA) has remained a market favourite after hitting another all-time high this week, extending the chipmaker's golden run on Wall Street. Yet Jensen Huang's appearance in Beijing alongside US President Donald Trump's state visit is a reminder that, for all the enthusiasm around artificial intelligence, one of Nvidia's most important strategic problems has not gone away: China.
Exclusive: US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week.
Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V
"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia (NVDA) for investors to scoop up in the AI trade.
Nvidia (NVDA) Exceeds Market Returns: Some Facts to Consider
Nvidia (NVDA) closed the most recent trading day at $226.39, moving +2.54% from the previous trading session.
NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump's Beijing Summit
Piper Sandler's Chief Market Technician Craig Johnson walked onto CNBC's Morning Call Sheet with a message for anyone planning to trade today's Trump-Xi headlines: keep your expectations in check.
Trump Once Said He'd Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.
Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing.
Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday's close of $179.11.
Nvidia Hits Record $5.5 Trillion Value—First Company To Ever Reach Mark
This is a developing story. Check back for updates.
Nvidia: The Market Is Underestimating What's Next
Nvidia Corporation remains a top AI beneficiary as hyperscaler CapEx guidance surges to $725 billion, far exceeding prior estimates. NVDA's suppliers, SK hynix and TSMC, report explosive growth, signaling persistent AI chip demand and supporting higher revenue and margin forecasts. The updated DCF model raises NVDA's fair value to $301.89 per share, reflecting increased revenue growth and EBIT margin assumptions.
