“An ongoing culture war”: AI is driving up the cost of key gaming components as Big Tech leaves the gaming industry, once an inseparable ally, in the dust.
Nvidia shares got left out of this week's market rally despite strong results from the chipmaker. Could next week's performance be better?
NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.
Shares of Nvidia (NVDA) continued to drift lower Friday following the company's blockbuster earnings report, but the muted reaction has also made the stock appear increasingly attractive to analysts. Nvidia shares fell around 1.2% to $216.26 in early trading after dropping 1.8% Thursday in the session immediately following earnings.
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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just posted the largest quarter in semiconductor history.
A rapidly growing asset class on Nvidia's balance sheet reveals how deeply tethered its future is to the financial health of its partners
Nvidia Corporation delivered a blowout quarter, raising its dividend 2,400% and authorizing $80B in new buybacks, signaling a major capital return shift. NVDA now commits to returning ~50% of free cash flow to shareholders, supporting a model of aggressive dividend growth and substantial share repurchases. My projections show NVDA could grow its dividend at a 50% annual rate and retire nearly 10% of shares over five years, compounding shareholder returns.
Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) is seeing growing industry momentum behind next-generation high-voltage DC power architectures, as AI computing pushes data center infrastructure beyond the limits of legacy systems. Traditional 400-480V AC-based data centers were built for rack power levels of 10 to 50 kilowatts, but AI workloads are driving those requirements toward one megawatt per rack by 2030, accelerating a sector-wide shift to 800V DC architectures that NVIDIA has been actively driving through its GPU platform roadmap.
Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.
Despite publishing a blockbuster quarterly earnings report that featured a double beat and record revenue above $81 billion on May 21, Nvidia (NASDAQ: NVDA) suffered a sharp stock market drop in the subsequent session.
Hyperscalers' capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia's earnings show demand broadening and rising faster elsewhere, reducing chipmakers' overdependence on mega-cap tech.