NVIDIA Corporation (NVDA)
Nvidia Stands To Benefit From Positive U.S. And China Trade Talks
I reiterate my 'Strong Buy' on NVDA with a $260 price target, expecting a US-China trade deal to unlock significant H20 GPU sales; the US needs Chinese rare earth elements. Nvidia's NVLink Fusion and Spectrum-X are expanding revenue streams, with major hyperscalers like Microsoft and Meta increasing capital spend on compute capacity. Despite Q1'26 margin hits from China trade restrictions, I forecast improving gross margins and $48B net revenue for eQ2'26, driven by Blackwell architecture.
Nvidia's pitch for sovereign AI resonates with EU leaders
Nvidia CEO Jensen Huang has been pitching the idea of "sovereign AI" since 2023. Europe is now starting to listen and act.
Now I'm Worried About Nvidia Stock (NVDA)
[00:00:04] Doug McIntyre: Lee, I'm worried about NVIDIA and that's because I think that.
Nvidia-mania took over Europe this week. Here's what I learned from Jensen Huang
Jensen Huang, CEO of Nvidia, travelled around Europe this week striking AI partnerships. There was a lot of excitement and intrigue wherever he went.
Nvidia: All-Time High Is In Sight, Upgrade To Strong Buy
Nvidia Corporation's valuation is highly attractive, with strong EPS growth and profitability outpacing peers, making it a compelling entry point. AI-driven demand from hyperscalers and new sovereign deals (UAE, Saudi Arabia) provide a long runway for continued growth. Despite losing China revenue and recent price stagnation, Nvidia's fundamentals remain robust and its market leadership is unchallenged.
Nvidia: Flattening Growth Curve Brings A Rare Window Of Entry (Upgrade)
I was previously bearish on Nvidia Corporation due to concerns over China-related risks and long-term moat erosion. However, the company has defied expectations with strong price momentum, absorbing global AI demand despite geopolitical headwinds. That said, growth rates have clearly decelerated across core segments, and margins are under pressure.
Nvidia to exclude China from its revenue and profit forecasts
Nvidia doesn't think the U.S. will backpedal its chip export restrictions to China anytime soon.
Nvidia's Coreweave Position Explodes
Key Points NVIDIA (NASDAQ: NVDA) took the largest equity stake in CoreWeave (NASDAQ: CRWV) during its IPO, solidifying a key strategic and financial position in one of its fastest-growing AI customers.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (June 13)
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Nvidia Stock Falls. AI Investors Shouldn't Worry.
The chip maker lost ground Friday, but AI momentum is still strong.
Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell
NBIS expands its AI Cloud with NVIDIA GB200 in Europe, deepening ties with NVIDIA and accelerating sovereign AI innovation.
Are AI Stocks Overpriced? These 3 Leaders Look Cheap (NVDA, TSM, VRT)
The AI trade has become something of a consensus on Wall Street. From mega cap tech to speculative startups, nearly every corner of the market is angling for exposure to the next wave of artificial intelligence innovation.
