NVIDIA Corporation (NVDA)
Nvidia faces a harsh reality ahead
Nvidia just hit a $3.35 trillion market cap — but one strategist warns its run may not last long. Transcript: REBECCA MEZISTRANO: NVIDIA's market cap rose to over $3 trillion, only $50 billion away from Microsoft, the world's most valuable company.
Nvidia Q2 sales guidance could miss by billions on China chip ban, analysts warn
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) may issue a weaker-than-expected sales outlook for its July quarter due to a sharp drop in China demand due to US export restrictions, according to Bank of America analysts. The analysts warned that the impact from the H20 chip ban could result in fiscal Q2 revenue guidance as low as $41 billion, significantly below consensus estimates of $46 billion.
Caution: Too Hot - Downgrading Nvidia To A Sell (Technical Analysis)
I'm downgrading Nvidia Corporation to a sell after the stock surged around 30% over the past month. My sell isn't a call against Nvidia, but I expect volatility after the company reports earnings in late May, with expectations running too hot. Valuation is stretched, technicals show signs of short-term weakness, and even strong results may trigger a "sell-the-news" reaction.
Seeking Clues to Nvidia (NVDA) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Nvidia (NVDA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.
Nvidia Q1 Preview: Market Is Grossly Underestimating Its Potential (Upgrade)
Foxconn's (a major supplier of Nvidia Corporation hardware) robust AI server demand is a good sign for NVDA's future revenue prospects. Although there are mixed signals from hyperscalers' consensus capex revisions, we should pay heed to Nvidia's CEO's cries from the rooftops about the immense AI factory and AI agents opportunity. Management is bullish on gross margin expansion due to production efficiencies but my expectations here are muted due to higher costs for TSMC's chips.
Boloor on NVDA: Isn't Just Another Chip Company
Nvidia (NVDA) earnings will take center stage next week. Despite recent negative headlines impacting its China business, Shay Boloor says NVDA is in prime position as the A.I.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (May 23)
The trade war with China has been tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Why is Nvidia helping rivals succeed? That's how it plans to keep winning.
Computex, a trade show traditionally focused on consumer technology and new laptops, typically wouldn't be the place to announce big shifts in artificial-intelligence infrastructure and data centers. But this year, Nvidia NVDA+0.78% used the moment to introduce another way for the company to maintain its leadership.
Navitas Bounces Back As Nvidia Partnership Underscores Growth Opportunities
Navitas' partnership with Nvidia on next-gen power infrastructure is a major catalyst, positioning Navitas as a key player in data center innovation. While profitability remains a few years away, shrinking losses and a strong cash position support my continued buy rating on NVTS. Adoption of Navitas' new GaN integrated circuits and the Nvidia deal are expected to drive future revenue and accelerate the path to profitability.
NVIDIA's AI Robot Leap: 2 Stocks Set to Ride the Wave
On May 18, 2025, NVIDIA Corp. NASDAQ: NVDA announced the latest updates and systems in its efforts to spur the development of humanoid robots. These tools, including new models for humanoid reasoning, motion, and skills, may contribute to what CEO Jensen Huang has described as the "next industrial revolution," made possible with physical AI and robotics.
Nvidia Stock Rises. Why Next Week Is a Big One for the Chip Maker.
The semiconductor giant's quarterly earnings should be another can't-miss moment for the market.
Amid 'Jensanity', Nvidia signals plans to keep AI crown
Nvidia CEO Jensen Huang flew out of Taipei on Friday after a week revelling in the adoration of Taiwan's tech industry, and delivering a subtle but crucial message from the U.S. AI chip king on how it plans to keep its crown.
