NVIDIA Corporation (NVDA)
Nvidia Just Gave Its Dividend a Massive Raise but Does It Even Matter?
Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look almost irrelevant. Understanding the gap between the two changes everything about how you read this stock.
NVIDIA CEO Sees $4 Trillion AI Infrastructure Boom as Demand Outpaces Supply
NVIDIA NASDAQ: NVDA Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore's law, is driving a major increase in demand for computing infrastructure and semiconductors.
Why Nvidia stock is down over 2% on Thursday
Nvidia (NVDA) stock fell more than 2% on Thursday, putting the shares on track to extend a two-day losing streak. The move comes as higher oil prices and rising Treasury yields and fresh regulatory scrutiny weighed on the AI trade.
Is Michael Burry Waving a White Flag? ‘Big Short' Investor Reduces Bearish Bets on NVDA, CRWV
Michael Burry, the Scion Asset Management founder made famous by The Big Short, is trimming his sails.
Nvidia's Testing New All-Time Highs: Do You Buy?
NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door.
Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
It seems all but confirmed that 2026 will be a year given over to AI, with chipmakers like NVIDIA Corp. NASDAQ: NVDA always at the forefront of discussions of the potential for further growth. Companies tied to data center infrastructure buildout have thrived as industries pour billions of dollars into creating more AI computing capacity.
NVIDIA Bets Big on Hugging Face: ETFs to Win
NVIDIA's $12.9B Hugging Face deal strengthens its open-source AI push, creating potential opportunities for NVIDIA-heavy ETFs.
Prediction: NVIDIA Stock Has Returned 14,700% in 10 Years. Can It Do It Again?
NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating.
Nvidia: Stronger Demand Visibility, Same Suppressed Multiple
Nvidia Corporation remains a Strong Buy, as its valuation does not reflect the company's robust growth and unusually confident long-term guidance. NVDA's latest earnings broke a pattern of muted market reactions, with 70% revenue growth guidance for FY2028 and major hyperscaler commitments signaling sustained demand. Concerns about circular financing appear overblown.
Nvidia: Customers Wanted More Than It Could Build
NVIDIA delivered Q2 FY27 revenue of $96.2B, surpassing guidance and driving shares up 8.7%. I maintain a Buy rating, but the investment thesis now hinges on supply constraints, margin trajectory, and balance sheet risk. NVDA guided FY28 revenue growth to 70%, supply-constrained, with gross margins expected to bottom at 71–72% before stabilizing.
Nvidia stock is 5% below its record: why September 10 suddenly matters
Nvidia stock (NASDAQ: NVDA) is sitting less than 5% below its record high, but the next catalyst arrives on September 10. Chief executive Jensen Huang will participate in a fireside chat at Goldman Sachs' Communacopia + Technology Conference at 8:50 a.m.
Nvidia's Earnings Staircase Keeps The Momentum Rolling
Nvidia Corporation remains a Buy as its earnings momentum accelerates, driven by robust Data Center growth and new product ramps like Vera Rubin. Q2 revenue reached $96.2B, beating expectations with 18% sequential Data Center growth and a sustained 75% non-GAAP gross margin. Nvidia is stacking multiple growth engines—Blackwell, Vera Rubin, networking, and AI infrastructure—broadening its customer base and addressable market.
