NVIDIA Corporation (NVDA)
5 Things to Know Before the Stock Market Opens
Stock futures are little changed this morning after major indexes posted big gains to start the week; crude oil prices are rising once again as the Strait of Hormuz remains closed; Israel said it has killed a top Iranian security official and launched operations in Lebanon as the Iran war expands; Federal Reserve officials will begin their two-day policy meeting amid expectations they'll hold interest rates steady; and Nvidia opened its annual GTC event Monday with a speech from CEO Jensen Huang that laid out Nvidia's efforts beyond AI chips. Here's what you need to know today.
Nvidia: Why The GTC Skepticism Is A Gift
Nvidia Corporation is reiterated as a bullish pick, with a 12–16 month price target of $280/share, implying ~53% upside. NVDA's GTC event highlighted a $1 trillion demand outlook for Blackwell and Rubin architectures through 2027, far exceeding prior forecasts. New Vera Rubin, Groq, and Dynamo 1.0 platforms, plus the NemoClaw-OpenClaw partnership, are expected to drive significant TAM expansion and stickier enterprise adoption.
How investors are reacting to Nvidia's $1 trillion revenue in 2027 projection
Considering how dazzling Nvidia (NASDAQ: NVDA) CEO Jensen Huang's estimates for a $1 trillion 2027 revenue largely emanating from artificial intelligence (AI) are at face value, investor reaction has been rather tame.
Nvidia's $1 Trillion Inference Chip Opportunity: The Inflection Point Investors Were Waiting For?
Nvidia 's ( NASDAQ:NVDA | NVDA Price Prediction ) annual GTC conference this week in San Jose delivered more than the usual GPU fireworks.
Why Daniel Ives is getting more bullish on Nvidia after GTC?
Nvidia (NASDAQ: NVDA) moved higher in the pre-market trading on Tuesday after CEO Jensen Huang used the company's GTC keynote to deliver a bigger-than-expected view of the AI infrastructure market. Jensen's remarks were echoed by the prominent analysts, with Wedbush's Daniel Ives emphasizing that Nvidia remains at the center of what he sees as a still-accelerating spending cycle.
NVIDIA Corporation (NVDA) Presents at NVIDIA GTC AI Conference 2026 Prepared Remarks Transcript
NVIDIA Corporation (NVDA) Presents at NVIDIA GTC AI Conference 2026 Prepared Remarks Transcript
T. Rowe Price bullish on Nvidia's robotics and physical AI frontiers
A T. Rowe Price analyst recently laid out a compelling case for why Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) remains the most important platform in technology right now, and the argument goes well beyond data center chips.
Nvidia's 15% Stock Slump Masks A Historical Buying Signal — If You Know Where To Look
But buried beneath the sell-off, there may be a buying signal that has historically rewarded patient investors — if you connect the dots.
Oil continues to rise, the Federal Reserve, Nvidia's big week and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Breakfast News: Nvidia Set To Reveal 2026 AI Plans
Nvidia GTC conference kicks off, markets still shaken by Mideast fears, and more
Nvidia CEO set to reveal new chips and software at AI megaconference GTC
Nvidia CEO Jensen Huang is set to detail the company's hardware and software plans to a large crowd in San Jose, California, at the company's annual developer conference on Monday.
Nvidia Stock Investors Just Got Great News From CEO Jensen Huang. It's Time to Buy.
Nvidia stock has traded sideways over the last six months due to concerns about the sustainability of AI spending and competition. CEO Jensen Huang says data center spending could triple or quadruple by 2030 due to demand for agentic AI and physical AI.
