NVIDIA Corporation (NVDA)
Nvidia, Other Chip Stocks Slide Amid Worries About US-China Trade Tensions
Nvidia (NVDA) and other semiconductor stocks slid Friday amid worries about worsening U.S.-China trade tensions.
Nvidia's $8 Billion China Setback: A Speed Bump On An AI Superhighway
Nvidia Corporation's Q1 FY2026 results crushed expectations despite a $4.5B China hit, proving the company's resilience and global demand strength. Management remains confident, highlighting robust growth in Europe, Japan, and the Middle East, and sees potential policy relief ahead. Q2 guidance projects 60%+ YoY growth even with an $8B China revenue loss, showcasing Nvidia's operational efficiency and adaptability.
Nvidia: A Flexible Neutral-To-Bullish Strategy
Nvidia Corporation is in a class of its own, with strong growth, a dominant moat, and robust financials despite macro uncertainties. Recent quarterly results highlight exceptional data center and gaming growth, but China export restrictions caused a significant inventory charge and future uncertainty. My DCF-based fair value estimate is $121, with sensitivity analysis showing NVDA stock is in a fair value zone but with medium to high uncertainty.
The Nvidia story Wall Street isn't talking about
Nvidia posted strong first quarter results but investors might be missing a critical part of the story. Transcript: ANGELO ZINO: So the biggest takeaways from NVIDIA and our outlook on the stock, I'd say the biggest takeaway for NVIDIA on the April quarter has to be on the guidance side.
Super Micro Computer Stock Finding Upside With NVIDIA's Blackwell
There is still considerable resistance standing in the way of the technology sector in the United States, as some bearish analysts argue that the current state of trade tariffs hinders their ability to accurately forecast future growth prospects and valuations. However, there is one stock that has managed to position itself among the winners in this space today, regardless of how President Trump works to implement new trade strategies.
Taiwan Semiconductor: Time to Buy After Strong NVIDIA Results?
Connecting the dots in the stock market tends to be one of the most challenging tasks for investors, especially in today's market, where every piece of information and interrelation seems to be the be-all and end-all of potential risks and opportunities. Successfully making the connection between the development in one company relative to other peers or the broader sector can bring investors some additional green days in their portfolios.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (May 30)
Nvidia Corp. (NASDAQ: NVDA) stock has bounced from a recent year-to-date low.
Nvidia Stock's 1 Big Risk
Nvidia's (NASDAQ:NVDA) primary customers — Microsoft, Google, Meta, and Amazon — each spent tens of billions on their chips last year. Can these tech giants realistically double their spending on Nvidia chips again next year, and the year after, when their own revenues are only growing by about 15% annually?
Nvidia's Climb Carries Stocks Through Trade Reversals
Earnings helped lift the chip maker's shares 3.2% Thursday.
NVDA Earnings Beat, A.I. Growth Fuels TSM & SNOW Potential
Following Nvidia's (NVDA) earnings beat, Zeno Merce says this report is just the beginning. With A.I. adoption accelerating globally, Mercer sees Nvidia's stock price potentially reaching new highs, especially if a deal with China can be reached.
The market got an expected boost from Nvidia — though traders mispriced the stock's options again
Traders have been overly optimistic about Nvidia's post-earnings moves. The S&P 500's potential is much clearer.
Nvidia Shrugs Off China Worries
JoAnne Feeney of Advisors Capital Management says Nvidia's earnings show solid demand for the company's chips, despite export restrictions costing $8 billion in Chinese revenue. Feeney joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.
