NVIDIA Corporation (NVDA)
What Do Nvidia's Earnings Mean for the AI Trade and Markets? Experts Weigh In
The highly anticipated results from chip giant Nvidia alleviated worries on Wall Street about the health of the AI trade.
'There's Definitely a Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.
Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.
Jobless Claims Decreased More Than Expected
Pre-market futures are up big this morning. Major indexes started off early trading in the green, buoyed by another massive earnings report from NVIDIA ( NVDA ) yesterday afternoon.
How Options Traders Are Playing Nvidia After Earnings
Nvidia Corp's (NASDAQ:NVDA) earnings report is finally here, and investors are tripping over themselves to get their hot takes in.
Is Nvidia Really Just Artificially Propping Up AI Chip Demand?
Nvidia ( NASDAQ:NVDA ) delivered a blowout earnings report yesterday, easing fears that artificial intelligence (AI) spending might be slowing.
Nvidia: Cockroaches Will Survive A Bubble Pop
Nvidia Corporation's Q3 FY26 results reversed market panic about a supposed AI bubble, confirming that demand continues to materially outpace supply. The NVDA results were good but they looked great on the backdrop of an angsty market. GB300 is carrying the show, and more complex rackable solutions are boosting networking revenue, too. While we wanted more on China, NVDA reaffirming a big fat zero around its share in China will make it easier for upside surprise once its back into that market.
'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout
Michael Burry of "The Big Short" once again took aim at Nvidia after its earnings beat on Wednesday. He questioned the longevity of its chips, its stock dilution, and the "give-and-take deals" in AI.
Here's how much Michael Burry is down on his Nvidia stock bet
On November 3, Michael Burry's Scion Asset Management disclosed a new regulatory filing, revealing several changes to its portfolio, including one million put options on Nvidia (NASDAQ: NVDA).
NVIDIA Just Proved the AI Boom Is Bigger Than Anyone Thought
If there were any doubts about the AI trade and its health ahead of NVIDIA's NASDAQ: NVDA Q3 earnings release, they have been laid to rest. The company produced another wow-quality quarter, accelerating revenue growth to over 60% annually and outpacing consensus estimates.
NVIDIA Jumps on Upbeat Earnings & Guidance: ETFs in Focus
NVIDIA's upbeat earnings fuel AI optimism and lift sentiment around NVDA-heavy ETFs like SMH, SHOC and SMHX as investors bet on stronger chip demand.
NVDA Pushes Markets to Rally, September Jobs Emphasize Fed's Labor Focus
"Welcome to the melt up," says Kevin Hincks, as markets soared ahead of Thursday's opening bell. It's no secret that Nvidia's (NVDA) earnings served as the catalyst, with leadership appearing to quell fears of an A.I.
Nvidia Q3: The Flipside Of 'Everything Is Sold Out' Is Concerning
Nvidia Corporation's Q3 results and Q4 outlook point to an improving growth and margin profile, but they do not address the broader concern of potential AI overspending in the market. Total AI capex among hyperscalers to reach $600 billion, nearly triple from $200 billion at the beginning of this year. NVDA is still on track to achieve $500 billion in revenue from Blackwell and Rubin across 2025 and 2026, which could be challenging.
