NVIDIA Corporation (NVDA)
Semiconductor firm Navitas soars on Nvidia power tech collaboration
Shares of Navitas Semiconductor Corp (NASDAQ:NVTS.O) surged nearly 160% on Thursday after the company announced a collaboration with Nvidia to supply advanced power solutions for next-generation data centers. The partnership, revealed after market close on Wednesday, will see Navitas' gallium nitride (GaN) and silicon carbide (SiC) technologies integrated into Nvidia's 800V high-voltage direct current (HVDC) architecture starting in 2027.
Nvidia faces up to $4B China hit but analysts see Blackwell strength supporting Q1 results
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) will report its fiscal first quarter earnings after markets close on Wednesday, May 28, and investor focus will be on the company's ability to lift Blackwell sales to offset the loss of H20 chip sales in China due to the latest US export restrictions, according to Wedbush analysts. The analysts wrote in a note that demand for H20 was running above expectations into early April, making the China ban a notable quarter-over-quarter revenue headwind, estimated at $3 billion to $4 billion.
The $2 Chip Stock Nvidia Just Supercharged - Initiating Navitas With A Buy
Navitas just landed a major AI data center deal with Nvidia, supplying next-gen GaN and SiC power semiconductors for 800V HVDC architecture. This is a big deal! This partnership sees Navitas at the forefront of a potential industry shift, enabling more efficient, cooler, and cost-effective AI data centers by reducing copper usage. While this good news is priced in with Navitas up +150% pre-market, I think we're at the start of the growth runway, not the end.
The AI boom is just getting started; 2 stocks set to soar
Artificial intelligence (AI) has come a long way since ChatGPT set the craze in motion in late 2022, with companies like Microsoft (NASDAQ: MSFT ) and Nvidia (NASDAQ: NVDA) spending hundreds of millions to develop the technology further.
Elon Musk Dropped A Bombshell and NVIDIA Shareholders Should Be Ecstatic
Nvidia (NASDAQ:NVDA) shareholders have more to cheer about as we march closer to its quarterly earnings unveiling scheduled for next week.
This overlooked stock could be the next Nvidia — here's why
With its astonishing 1,321% five-year growth and a market cap that surpasses most tech giants, Nvidia (NASDAQ: NVDA) has long been the favorite in the artificial intelligence (AI) race.
NVIDIA's Q1 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
Strong demand for generative AI and LLM-supportive GPUs from data center operators is likely to have aided NVDA's Q1 performance.
Stocks & ETFs to Benefit From Trump's Stargate Project
In early January, President Donald Trump announced a $500 billion artificial infrastructure (AI) infrastructure initiative, spearheading a new company called Stargate.
Nvidia Stock Rises. Why This Analyst's Shrugging Off China Chip Restrictions Impact.
The chip maker's quarterly results next week will give the market a sense of how much longer the artificial-intelligence boom can last.
Nvidia CEO Jensen Huang slams U.S. chip export rules
CNBC's Kristina Partsinevelos joins 'Money Movers' to discuss Nvidia CEO Jensen Huang saying that U.S. chip export controls are a “failure.”
Nvidia CEO Jensen Huang Does It Again
Nvidia Corporation's Computex 2025 announcements, including the Rubin AI chip and NVLink Fusion, reinforce its dominance and innovation in AI hardware and ecosystems. Opening up its platform to third-party integrations and building an AI supercomputer in Taiwan further cements NVDA's leadership and growth prospects. Downside risk appears limited even in a bear case, while the upside could be massive if AI delivers on its transformative potential.
Wall Street forecasts Nvidia stock price for the next 12 months
Nvidia (NASDAQ: NVDA) is currently trading at $133.59, but Wall Street analysts maintain a highly bullish outlook on their Nvidia stock forecast over the next 12 months, citing strong AI momentum, robust enterprise demand, and its leadership in accelerated computing.
