NVIDIA Corporation (NVDA)
Expectations For Nvidia's Q1 '26: Earnings Beat, But A Messy Guide For Q2
Nvidia (NVDA) is expected to report earnings this week. Although we expect a messy guide, the expectations for Nvidia's earnings are very low (much lower than consensus indicates). During the quarter, there was a big announcement about the US restricting exports of H20s to China. As a result, Nvidia wrote off $5B of inventory, resulting in a margin hit of about ~15%. All eyes will be on commentary related to the Blackwell ramp, which we expect will more than offset the negative impact of China.
NVIDIA's Q1 Earnings to Benefit From AI and Datacenter Growth
NVDA's Q1 revenues are expected to surge 64% year over year as AI demand and datacenter growth continue to drive strong performance across industries.
Nvidia developing cheaper Blackwell AI chip for Chinese market: report
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is planning to release a cheaper version of its Blackwell AI chip for the Chinese market, with mass production expected to begin as early as June 2025, according to a Reuters report. Sources with knowledge of the matter told the publication that this chip is reportedly designed to comply with US export restrictions and will be priced between $6,500 and $8,000, which is lower than the $10,000 to $12,000 price of the H20 model.
Nvidia to pay dividends next month; Here's how much 100 NVDA shares will pay
Nvidia (NASDAQ: NVDA) will issue its next quarterly dividend on June 27, paying $0.01 per share.
Nvidia: Time To Dump Shares
Despite the elimination of the AI diffusion rule, Nvidia Corporation is still expected to take a major hit to sales this year, as a result of stricter American export restrictions. Major macro risks are also out there and could undermine Nvidia's growth opportunities in the foreseeable future. NVDA stock remains a Sell for us ahead of the upcoming earnings report, which is scheduled to be released on May 28.
What To Expect in the Markets This Week
Nvidia (NVDA) earnings and a key inflation report highlight this week's holiday-shortened calendar as investors continue to evaluate the impact of President Donald Trump's tariffs and economic policies.
Should You Buy Nvidia Stock Before May 28? Wall Street Has a Crystal-Clear Answer for Investors.
Nvidia (NVDA -1.02%) shares fell sharply earlier this year as investors worried about how tariffs and export curbs would impact revenue. However, the stock recouped its losses in May as hyperscale cloud companies raised their capital spending forecasts and the Trump administration revoked the Biden-era AI Diffusion Rule.
Analysts update Nvidia stock price target ahead of Q1 earnings
Wall Street remains largely bullish on Nvidia (NASDAQ: NVDA) stock ahead of the firm's fiscal Q1 earnings report, scheduled for May 28.
Nvidia CEO calls Trump re-industrialisation policies 'visionary'
Nvidia CEO Jensen Huang on Saturday praised U.S. President Donald Trump's efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.
What Analysts Think of Nvidia Stock Ahead of Earnings
Nvidia (NVDA) is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting a record quarter from the world's second-most valuable company.
Nvidia: 5 Channel Checks Ahead Of Earnings
All eyes turn towards Nvidia Corporation as the company prepares to release its Q1 earnings results on Wednesday, May 28th (after the close). Preliminary channel checks suggest the AI megatrend is still, incredibly, accelerating. But how much is already baked into Nvidia's share price? This report reviews Nvidia's business, growth, 5 important preliminary channel checks ahead of earnings, current valuation and risks, and then concludes with my strong opinion on investing in NVDA stock.
Will Nvidia Stock Keep Rebounding as Q1 Earnings Approach?
With Q1 results from Nvidia (NVDA) less than a week away, the chip giant's stock has rebounded over +20% this month.
