NVIDIA Corporation (NVDA)
Nvidia's next act: Bringing AI and robots into your life
In CEO Jensen Huang's brave new world, AI is part of people's daily activities and Nvidia plays a key role.
3 Reasons I'm Buying Nvidia After Earnings And So Should You
Nvidia Corporation's expected 44% EPS growth and remarkable execution make it highly attractive heading into its critical earnings release, presenting rare hypergrowth at a compelling valuation. Jensen's Law—Nvidia's relentless 4X annual AI performance improvement—positions it as a potential "chip utility," justifying premium valuation multiples similar to those of Apple and Costco. Tom Lee's bullish 10X in 10 years thesis is grounded in explosive AI demand, stable margins, and Nvidia's dominant market share, with an 18.5% consensus long-term EPS growth.
NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y
NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.
NVIDIA Earnings: 3 Giga Takeaways
As always, NVIDIA ( NVDA ) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.
ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues
NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.
Options Traders Blast Nvidia Stock After Upbeat Results
Semiconductor darling Nvidia Corp (NASDAQ:NVDA) was last seen up 4.2% at $140.51, after the company's better-than-expected first-quarter earnings and revenue results.
Nvidia could see revenues grow up to 20% beyond 2025: Analyst talks major upside for chipmaker
Nvidia (NVDA) stock jumps on the chipmaker's first quarter earnings results. Antoine Chkaiban, technology infrastructure analyst at New Street Research, joins Morning Brief to break down the company's outlook amid an $8 billion China headwind and surging demand for Nvidia's new Blackwell chips.
Op-ed: Don't buy Nvidia CEO Jensen Huang's China 'failure' story
Nvidia's earnings delivered, but CEO Jensen Huang continues to miss the message on chip export controls aimed to cut off China's access to key AI technology, writes international policy and trade analyst Dewardric McNeal. Huang added to a recent series of complaints about what he calls a "failure" of U.S. policy under both Biden and Trump as part of the chipmaker's positive earnings report.
Nvidia just showed that things are only looking up from here
Wall Street is optimistic after the chip maker disclosed a strong ramp-up of its Blackwell AI platform and increasing demand from hyperscalers.
Monster insider trading alert for Nvidia (NVDA) stock
Nvidia CEO Jensen Huang is preparing to offload a significant chunk of company stock—again.
Nvidia: Don't Worry About Margins
Nvidia Corporation delivered outstanding Q1 FY26 results, beating top and bottom line estimates and demonstrating strong growth in Data Center revenues and free cash flow. Nvidia's business fundamentals remain robust with rapid free cash flow growth, outpacing competitors like AMD. Nvidia's margins dropped off, however, due to impairment charges related to H20 export restrictions. Nvidia has said that it plans to restore mid-70% margins by the end of the year.
Nvidia: China Is Not The AI Problem
Nvidia Corporation delivered strong Q1 2026 results, beating expectations despite significant headwinds from U.S. export controls on AI chips to China. Data center and gaming revenues surged, but a $4.5 billion H20 write-off and margin pressure highlight the real impact of export restrictions. While China's $50 billion AI market is effectively closed, Nvidia is considering new products for China, but faces ongoing regulatory risks.
