NVIDIA Corporation (NVDA)
Nvidia's Competitors Should Be Scared, Ross Gerber Warns
Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber sees a really exciting time for tech as space and AI converge. He speaks on "Bloomberg The Close.
Nvidia Targets New Revenue Engine Beyond Hyperscalers
Nvidia beat analysts' estimates with its latest results and forecast, and used its latest quarterly report to tout progress in diversifying the company. Though investment in artificial intelligence has continued to surge from large data center clients, Nvidia predicted that a vast array of other businesses and governments would soon become a bigger source of revenue.
Nvidia's $82bn quarter masks a company being rebuilt from within
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), the world's most valuable chipmaker, delivered quarterly revenue of $82 billion and free cash flow of $48.6 billion, yet the real story lies in the structural overhaul taking shape beneath the headline numbers. The company restructured its reporting into two segments: data centre and edge computing.
French quantum firm Alice & Bob wins new investment from Nvidia venture arm
French company Alice & Bob has won funding from Nvidia's venture capital arm NVentures, it said on Friday, supporting its development of hardware to make quantum computing less error-prone at a time of surging interest in the technology.
Next stage of AI buildout may be anti-Nvidia: John Blank
John Blank, Chief Equity Strategist at Zacks, discusses Nvidia's latest earnings.
Nvidia: Why New Highs Are Unavoidable
Nvidia delivered record data center revenues and robust free cash flow, far surpassing analyst expectations for the first fiscal quarter. NVDA's data center segment now accounts for 92% of revenues, with 92% year-over-year growth and strong gross profit margin stability at 74.9%. A new $80B stock buyback authorization, a higher dividend, and expanding free cash flow margins reinforce the company's aggressive capital return and acquisition strategy.
Nvidia: Multi-Year AI Megatrend Confirmed
Nvidia Corporation is reiterated as a Strong Buy with a $398/share price target, driven by robust AI demand and expanding enterprise adoption. Vera Rubin's 2027 launch is expected to significantly improve AI inferencing efficiency and expand NVDA's total addressable market, especially in enterprise and edge compute. NVDA forecasts strong multi-year growth, supported by hyperscaler capital outlays potentially reaching $1T in 2027 and $3-4T by decade's end.
NVIDIA Earnings: A Quick Glance at Key Metrics
NVIDIA recently posted its latest set of quarterly results, wrapping up the reporting period for the broader Mag 7 group as a whole.
Nvidia: Count Me Bored
Nvidia Corporation reported Q1 FY27 results, with the usual beat and raised guidance, and the stock remains flattish. We're maintaining a buy on upside from the Vera Rubin ramp in Q3 FY27. NVDA stock also trades at a substantial discount to peers and its own history, leading us to believe Rubin could revive upside in H2 '26.
Nvidia Reinforces Bullish Outlook with Strong Q1, Buybacks, & Dividend Increase
Posting surging revenue and earnings growth in Q1, Nvidia also reinforced confidence in its long-term trajectory by raising its dividend and expanding shareholder returns through stock buybacks.
Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks
Nvidia's earnings delivered an 85% Y/Y revenue surge and higher FY27 guidance, reiterating its primacy in the AI buildout. Despite another stellar quarter, NVDA's price action highlights concerns that much of its upside may be fully priced into the shares. Other chip names moved on Samsung's labor dispute and growing hyperscaler adoption of Marvell's custom AI ASICs.
Nvidia Earnings Are Out--How Options Traders Are Reacting
Nvidia Corp (NASDAQ:NVDA) earnings have come and gone , and Wall Street is still standing.
