NVIDIA Corporation (NVDA)
Nvidia: Blackwell Platform And Data Centers Key To Sustaining Explosive Growth
Nvidia's Blackwell platform enhanced its status as a leader of the AI market, attracting major clients and driving up demand for its AI chips. Data center capex is set to triple by 2029, which will give Nvidia a competitive advantage and sustain incredible revenue growth as demand for GPU infrastructure surges. Despite the tariff headwinds and an $8 billion loss expected from H20 excess inventory, the management assured sustaining gross margins in the mid-70% range for FY 2026.
Is NVIDIA's Rise in Value a Sign to Invest in NVDA Stock?
NVIDIA reclaims top spot as most valuable company, fueled by surging AI demand, record Q1 revenues, and a $1T market-cap boost.
Nvidia remains top pick on strong AI demand, de-risked China exposure
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) continues to assert its leadership position in the AI infrastructure landscape, addressing key investor concerns and reinforcing confidence in its long-term growth trajectory, analysts at Bank of America believe. Following a series of investor meetings in San Francisco hosted by the company's senior leadership, including CFO Colette Kress, VP of Investor Relations Toshiya Hari, and Ian Buck, VP/GM of Hyperscale and HPC Computing, the analysts maintained a ‘Buy' rating and $180 price target on Nvidia.
Did Nvidia just dispel the bear case for its stock? Why this analyst thinks so.
The shift from AI training to inferencing, especially for reasoning models, is an opportunity to drive greater GPU demand, the company recently said. Bears have worried about this transition.
How Nvidia Is Grappling With Trump's AI Chip Ban On China
Nvidia says U.S. export rules are helping China catch up in the global AI race — and costing the company billions in lost sales. (Thumbnail image courtesy of Nvidia) Check out our daily newsletter!
AVGO "Brings the Network" to A.I., NVDA "Steals the Limelight"
Broadcom (AVGO) established itself as a strong competitor in the A.I. space, rallying to new all-time highs ahead of earnings after hours.
Blackwell Gains Ground: Will It Be NVIDIA's Next Growth Catalyst?
Blackwell now powers nearly 70% of NVIDIA's Data Center compute revenues, fueling its AI-driven growth surge.
NVIDIA Bullish on Auto Chip Business as Next Driver: Can It Deliver?
NVIDIA sees its auto chip segment accelerating, with revenues expected to top $5 billion in fiscal 2026 amid rising EV and robotics demand.
Analyst sets newest Nvidia stock price target
Bank of America (BofA) has reiterated both its Buy rating for Nvidia (NASDAQ: NVDA) and its stock price target of $180 for the next 12 months, roughly a 27% increase.
NVIDIA Regains Top Spot; FOMO Is Why It Will Continue to Rise
NVIDIA's NASDAQ: NVDA stock price has risen more than 60% from its April low in early June and is likely to continue growing, potentially much higher due to the forces driving it.
Why retail investors are exiting Nvidia
CNBC's Kristina Partsinevelos reports on investors ditching Nvidia as concerns grow about U.S. export controls on China and the company's fading returns as its business matures.
NVIDIA Corporation (NVDA) Presents at Bank of America Global Technology Conference Transcript
NVIDIA Corporation (NASDAQ:NVDA ) Bank of America Global Technology Conference Call June 4, 2025 10:50 AM ET Company Participants Ian Buck - Vice President of Accelerated Computing Business Unit Conference Call Participants Vivek Arya - BofA Securities, Research Division Vivek Arya Good morning, everyone. Thank you so much for joining us on day 2 of the BofA Securities Global Technology Conference.
