[00:00:04] Doug McIntyre: So I think we figured out how we make up the national deficit and maybe even start to pay down the debt.
ETFs that combine investing and politics tap into investors' polarized views. Why they shouldn't get your vote.
Nvidia stock looks likely to be range-bound ahead of its earnings report next week.
Nvidia (NASDAQ:NVDA) is expected to announce its Q2 2026 earnings at the end of August (January fiscal year). Analysts anticipate earnings of $1 per share, an increase from $0.68 in the same quarter last year, and revenues are projected to grow by over 50% year-over-year to $45.60 billion.
Nvidia remains a buy as three key catalysts—networking growth, hyperscaler/AI lab demand, and server shipment momentum—support continued upside. Networking revenues are surging, with Q1 up 64% sequentially and Q2 expected to deliver another standout performance, boosting Nvidia's market share. Hyperscalers and AI labs are ramping capex and GPU demand, with partners like CoreWeave and Foxconn signaling robust growth for Nvidia's products.
Artificial intelligence (AI) has stolen the limelight over the past few years, and there's plenty of evidence to suggest this is just the beginning. Developers continue to create new applications for the technology, which is being leveraged to produce original content, streamline business processes, and enhance productivity.
The share price of American semiconductor giant Nvidia (NASDAQ: NVDA) is targeting a record high of $200, with chart patterns suggesting the path to this mark could be possible.
Nvidia Corporation's AI-driven data center growth and dominant GPU ecosystem have redefined its business, fueling massive revenue and profit expansion. Despite a rich valuation, NVDA's profitability, entrenched software moat, and continued innovation justify a bullish outlook for further upside. Competition is intensifying, but Nvidia's CUDA platform and product leadership provide strong barriers to entry and pricing power.
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The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Nvidia looks likely to be largely range-bound ahead of its earnings on Aug. 27 but some heavyweight funds appear to be optimistic about its prospects.
The argument for GPU export controls falls apart under scrutiny and real-world conditions, writes Aaron Ginn.