NVIDIA Corporation (NVDA)
Nvidia defies headwinds with strong AI demand and margin recovery
Wall Street analysts struck a bullish tone on Nvidia Corp (NASDAQ:NVDA, ETR:NVD) after the chipmaker's latest quarterly results, cheering strong fundamentals, accelerating AI rack-scale deployments, and improving gross margins despite near-term headwinds from US export restrictions to China. Bank of America noted the ramp-up of the new Blackwell architecture, de-risked China sales, and improving gross margins.
Nvidia Stock's Post-Earnings Bump Might Not Last
Nvidia Corporation beat Q1 FY26 revenue and EPS estimates, but export restrictions to China will weigh on future earnings as it unwinds from raw material obligations. Datacenter demand continues to drive growth, while legacy segments like graphics cards and OEM/Other are declining, increasing Nvidia's dependence on AI infrastructure. Gross margins rose to 71% after the China business loss while bottom-line growth is expected to slow to single digits, which challenges NVDA stock's high valuation premium.
Chip stocks and Big Tech shares jump on Trump tariffs ruling, Nvidia's earnings, and Elon Musk news
Stock markets are moving higher in premarket trading on Thursday as of the time of this writing. Two groups of stocks are doing particularly well: Big Tech's Magnificent Seven and major chipmaker stocks.
Nvidia's next act: Bringing AI and robots into your life
In CEO Jensen Huang's brave new world, AI is part of people's daily activities and Nvidia plays a key role.
3 Reasons I'm Buying Nvidia After Earnings And So Should You
Nvidia Corporation's expected 44% EPS growth and remarkable execution make it highly attractive heading into its critical earnings release, presenting rare hypergrowth at a compelling valuation. Jensen's Law—Nvidia's relentless 4X annual AI performance improvement—positions it as a potential "chip utility," justifying premium valuation multiples similar to those of Apple and Costco. Tom Lee's bullish 10X in 10 years thesis is grounded in explosive AI demand, stable margins, and Nvidia's dominant market share, with an 18.5% consensus long-term EPS growth.
NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y
NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.
NVIDIA Earnings: 3 Giga Takeaways
As always, NVIDIA ( NVDA ) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.
ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues
NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.
Options Traders Blast Nvidia Stock After Upbeat Results
Semiconductor darling Nvidia Corp (NASDAQ:NVDA) was last seen up 4.2% at $140.51, after the company's better-than-expected first-quarter earnings and revenue results.
Nvidia could see revenues grow up to 20% beyond 2025: Analyst talks major upside for chipmaker
Nvidia (NVDA) stock jumps on the chipmaker's first quarter earnings results. Antoine Chkaiban, technology infrastructure analyst at New Street Research, joins Morning Brief to break down the company's outlook amid an $8 billion China headwind and surging demand for Nvidia's new Blackwell chips.
Op-ed: Don't buy Nvidia CEO Jensen Huang's China 'failure' story
Nvidia's earnings delivered, but CEO Jensen Huang continues to miss the message on chip export controls aimed to cut off China's access to key AI technology, writes international policy and trade analyst Dewardric McNeal. Huang added to a recent series of complaints about what he calls a "failure" of U.S. policy under both Biden and Trump as part of the chipmaker's positive earnings report.
Nvidia just showed that things are only looking up from here
Wall Street is optimistic after the chip maker disclosed a strong ramp-up of its Blackwell AI platform and increasing demand from hyperscalers.
