NVIDIA Corporation (NVDA)
Nvidia: The Market Is Wrong About Q1
Nvidia Corporation delivered exceptional Q1 results, with revenue and EPS beating consensus and YoY data center revenue surging to $75.2 billion. NVDA expects Q2 revenue near $91 billion, reflecting robust AI-driven demand, Blackwell ramp-up, and strong execution amid rare industry tailwinds. Despite competition risks from proprietary chips by Amazon and Alphabet, NVDA maintains a compelling moat, operating leverage, and margin expansion.
Nvidia Q1: No Stopping This Train
Nvidia Corporation delivered strong fiscal Q1 results, driven by surging AI-related revenue growth, beating top- and bottom-line estimates. Q2 guidance signaled continued momentum, reinforcing NVDA's dominance in the chip market. NVDA stock's valuation remains quite reasonable, with the possibility of the company hitting a $6 trillion market cap this year.
Nvidia reports $81.6 billion in revenue, beating estimates
Nvidia Corp. (NVDA) on Wednesday reported fiscal first-quarter profit of $58.32 billion.
Nvidia delivers record revenue but stock falls on AI growth concerns
Shares of Nvidia (NVDA) fell in extended trading on Wednesday after the artificial intelligence chipmaker issued a quarterly revenue forecast that, while above Wall Street expectations, failed to fully satisfy investors accustomed to the company significantly outperforming estimates. Nvidia reported record first-quarter fiscal 2027 revenue of $81.6 billion, up 85% year over year and 20% sequentially.
China Chips Still Behind US, Nvidia in Performance: Baillie Gifford
Paulina McPadden, investment manager of international concentrated growth strategy at Baillie Gifford, discusses where Nvidia sits in the global chip ecosystem and why US-based AI researchers and companies still have a leg up for the long-term over China, while still seeing a "rich hunting ground" for AI investment outside of the US. She joins Ed Ludlow on "Bloomberg Tech.
NVIDIA Could 10X Sales If It Weren't for This One Bottleneck
Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O'Shaughnessy's Invest Like the Best program.
Countdown to Nvidia earnings: Here's what to know
Nvidia reports fiscal first-quarter results after the bell on Wednesday. CNBC's Kristina Partsinevelos breaks down how the company's stock has performed following previous earnings reports.
Wall Street Legend Predicts Elon Musk's Net Worth Could Soon Exceed NVIDIA's Entire Market Cap
The market has already minted a baker's dozen of trillion-dollar companies, but Wall Street may soon witness an even stranger situation: One entrepreneur's personal fortune rivals — or even exceeds — the value of the world's largest public company That possibility no longer sounds far-fetched to billionaire investor Ron Baron.
The Furious Chip Rally Was Petering Out. Here Come Nvidia's Results.
Semiconductor stocks just muddled through their worst two-day stretch since March.
NVIDIA Earnings in Focus
Pre-market futures are up this morning, filling in some holes from Tuesday's session that closed in the red. Major indexes are fighting back to all-time-high levels (on the S&P 500 and Nasdaq) last week, but are still working off the slide ahead of Monday's open.
Versace: NVDA Leading Multiyear AI Buildout, Impacts to Job Productivity
Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop.
Nvidia earnings: here's what analysts are watching
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports first-quarter results after the close on Wednesday, and analysts have a long list of things they want to hear about -- from a potential blockbuster buyback to the rollout of its next-generation chips. Wedbush fully expects Nvidia to again exceed estimates and guide above consensus.
