NVIDIA Corporation (NVDA)
Nvidia May be Back in Business in China. Here's What That Means for Revenue.
Nvidia has been absent from China's AI chip market for about a year, due to U.S. export controls. The U.S. recently gave Nvidia the green light to resume sales to China.
Nvidia Won't Be Dead Money For Much Longer
Nvidia Corporation's fundamentals are strengthening, with accelerating revenue growth, expanding margins, and robust demand for key products. Their data center business, especially networking, is a standout, with networking revenues up 267% and the segment maintaining strong momentum. NVDA guidance for FY2027 Q1 signals continued acceleration, with 77% YoY revenue growth and gross margin projected at 75%.
Nvidia's Recent Correction Is An Opportunity, Not A Warning
Nvidia Corporation remains a compelling Buy as agentic AI workflows promise durable inference demand and significant long-term revenue growth. Despite near-term concerns over an AI capex cliff, NVDA's economic moat is reinforced by CUDA software and high switching costs. A conservative 24x steady-state earnings multiple still supports mid-teens total returns through the decade, justifying a Buy rating.
Why Is Nvidia (NVDA) Down 7.4% Since Last Earnings Report?
Nvidia (NVDA) reported earnings 30 days ago. What's next for the stock?
Nvidia's new AI tool is giving female game characters a makeover—and gamers are pushing back
Last week leading chipmaker Nvidia announced DLSS-5 (Deep Learning Super Sampling), a new artificial intelligence (AI) rendering tool it describes as a "breakthrough in visual fidelity for games." The software takes low-resolution images and uses AI to upscale them, adding what Nvidia calls "photoreal lighting and materials.
Nvidia (NVDA) Is Considered a Good Investment by Brokers: Is That True?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Nvidia Share Price Could Be Hit Hard By Iran War
Over 90% of Nvidia's chips are made at TSMC in Taiwan. This includes Blackwell.
Nvidia stock trades near lowest valuation since start of AI boom
Despite its revenue growing at record speeds, Nvidia (NASDAQ: NVDA) is now trading near its lowest valuation since the start of the artificial intelligence (AI) boom.
Nvidia: The Market Stopped Believing
NVIDIA is still growing at an extraordinary rate, but the stock has gone nowhere for six months. The market is questioning how durable NVDA's growth really is. My view is that demand is stronger than the market thinks because it is tied to real cost savings and revenue generation.
I'd wait on Nvidia right now, says Jim Cramer
'Mad Money' host Jim Cramer looks at what is dragging on shares of Nvidia.
NVIDIA Falls 3% as Investors Weigh GTC Optimism Against a Revived Class Action Lawsuit
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) finds itself caught between two powerful forces on Thursday.
Is NVDA's Networking Unit Becoming a Core Growth Engine Amid AI Boom?
NVIDIA's networking unit surges as AI demand drives $31 billion in annual sales, with high-speed interconnects boosting growth, margins and customer lock-in.
