NVIDIA Corporation (NVDA)
Nvidia: I Didn't Think I Could Get More Bullish - Then Q2 Happened
The Blackwell ramp leads the narrative. GB300 is in volume production at a rate of 1,000/week. Q3 revenue was projected at a growth rate of +54% yoy. Guided FQ3 gross margin at 73.3%–73.5%. A 15% H20 China arrangement could unlock $2–$5B Q3 shipments, and the outlook excludes H20 to China. $650M H20 already sold outside China. Rubin (Vera CPU, Rubin GPU, CX9, NVLink 144, Spectrum-X, silicon photonics) is in final pre-production at TSMC; on schedule for volume next year, with mass production targeted for H2 2026.
Nvidia AI and gaming chips revenue, why the August jobs report 'cements' a September rate cut
Market Domination anchor Josh Lipton breaks down the latest news on financial markets for September 5, 2025. Truist's Keith Lerner discusses the weak August jobs report and what it means for the Fed, saying, "It would cement a rate cut for September.
Nvidia's China Revenue Constraints Don't Negate The Bull Case
Nvidia Corporation remains a high-growth portfolio ballast, but I don't think it should be treated as a "set and forget" compounder. It requires careful monitoring. China revenue will likely not be a meaningful upside source for Nvidia in the foreseeable future, given China's isolationist direction. Regardless of this loss, NVDA is still benefiting from an AI investment supercycle and benefits from being the leading GPU supplier to globally integrated open economic architecture.
Advanced Micro Devices' 2026 Forecasts Are Way Too Low
Suppose the channel checks reported by Wedbush concerning the supply-demand imbalance for NVIDIA's NASDAQ: NVDA AI GPUs are correct. In that case, it isn't a matter of Advanced Micro Devices NASDAQ: AMD taking share but claiming it.
Nvidia Stock To Fall 50% As AI Cycle Turns?
Nvidia (NASDAQ: NVDA) has indisputably led the AI boom. Its GPUs are considered the gold standard for training extensive AI models, resulting in sales growth from $27 billion in FY'23 to an anticipated $200 billion this fiscal year.
Nvidia Is Still In The Early Innings Of The AI Revolution
Nvidia remains the clear AI leader, benefiting from robust data center, gaming, and automotive growth, and expanding opportunities in industrial automation and robotics. I'm forecasting $58B in net revenue and $1.33 adjusted EPS for eq3'26 driven by the ramp up in GB300 and Blackwell Ultra, supporting margin-accretive growth. Despite high valuation, Nvidia's dominance and growth trajectory justify a Buy rating and $278/share target at 23.35x eFY27 price/sales.
Exclusive: Chinese firms still want Nvidia chips despite government pressure not to buy, sources say
Alibaba , ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said.
Why Nvidia and these other chip stocks were just deemed hot plays for the rest of the year
AI will continue to drive chip stocks and is “an area of relative certainty” against a changing geopolitical and economic backdrop, Cantor analysts say.
I like these AI Stocks Better Than Nvidia
Has Nvidia (NASDAQ:NVDA) stock finally peaked after failing to march higher following a quarterly result that can only be described as strong, but not surprisingly so?
Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Sept 3)
Shares of Nvidia Corp. (NASDAQ: NVDA) have surged 24.3% over the past 90 days, despite a 6.0% retreat in the past week as its third-quarter forecast fell short of expectations.
Dan Ives reveals his top Mag 7 stock pick
The Wedbush analyst explains why this Mag 7 stock stands above the rest.
NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?
NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.
