NVIDIA Corporation (NVDA)
Nvidia Q1 Preview: Market Is Grossly Underestimating Its Potential (Upgrade)
Foxconn's (a major supplier of Nvidia Corporation hardware) robust AI server demand is a good sign for NVDA's future revenue prospects. Although there are mixed signals from hyperscalers' consensus capex revisions, we should pay heed to Nvidia's CEO's cries from the rooftops about the immense AI factory and AI agents opportunity. Management is bullish on gross margin expansion due to production efficiencies but my expectations here are muted due to higher costs for TSMC's chips.
Boloor on NVDA: Isn't Just Another Chip Company
Nvidia (NVDA) earnings will take center stage next week. Despite recent negative headlines impacting its China business, Shay Boloor says NVDA is in prime position as the A.I.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (May 23)
The trade war with China has been tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Why is Nvidia helping rivals succeed? That's how it plans to keep winning.
Computex, a trade show traditionally focused on consumer technology and new laptops, typically wouldn't be the place to announce big shifts in artificial-intelligence infrastructure and data centers. But this year, Nvidia NVDA+0.78% used the moment to introduce another way for the company to maintain its leadership.
Navitas Bounces Back As Nvidia Partnership Underscores Growth Opportunities
Navitas' partnership with Nvidia on next-gen power infrastructure is a major catalyst, positioning Navitas as a key player in data center innovation. While profitability remains a few years away, shrinking losses and a strong cash position support my continued buy rating on NVTS. Adoption of Navitas' new GaN integrated circuits and the Nvidia deal are expected to drive future revenue and accelerate the path to profitability.
NVIDIA's AI Robot Leap: 2 Stocks Set to Ride the Wave
On May 18, 2025, NVIDIA Corp. NASDAQ: NVDA announced the latest updates and systems in its efforts to spur the development of humanoid robots. These tools, including new models for humanoid reasoning, motion, and skills, may contribute to what CEO Jensen Huang has described as the "next industrial revolution," made possible with physical AI and robotics.
Nvidia Stock Rises. Why Next Week Is a Big One for the Chip Maker.
The semiconductor giant's quarterly earnings should be another can't-miss moment for the market.
Amid 'Jensanity', Nvidia signals plans to keep AI crown
Nvidia CEO Jensen Huang flew out of Taipei on Friday after a week revelling in the adoration of Taiwan's tech industry, and delivering a subtle but crucial message from the U.S. AI chip king on how it plans to keep its crown.
Semiconductor firm Navitas soars on Nvidia power tech collaboration
Shares of Navitas Semiconductor Corp (NASDAQ:NVTS.O) surged nearly 160% on Thursday after the company announced a collaboration with Nvidia to supply advanced power solutions for next-generation data centers. The partnership, revealed after market close on Wednesday, will see Navitas' gallium nitride (GaN) and silicon carbide (SiC) technologies integrated into Nvidia's 800V high-voltage direct current (HVDC) architecture starting in 2027.
Nvidia faces up to $4B China hit but analysts see Blackwell strength supporting Q1 results
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) will report its fiscal first quarter earnings after markets close on Wednesday, May 28, and investor focus will be on the company's ability to lift Blackwell sales to offset the loss of H20 chip sales in China due to the latest US export restrictions, according to Wedbush analysts. The analysts wrote in a note that demand for H20 was running above expectations into early April, making the China ban a notable quarter-over-quarter revenue headwind, estimated at $3 billion to $4 billion.
The $2 Chip Stock Nvidia Just Supercharged - Initiating Navitas With A Buy
Navitas just landed a major AI data center deal with Nvidia, supplying next-gen GaN and SiC power semiconductors for 800V HVDC architecture. This is a big deal! This partnership sees Navitas at the forefront of a potential industry shift, enabling more efficient, cooler, and cost-effective AI data centers by reducing copper usage. While this good news is priced in with Navitas up +150% pre-market, I think we're at the start of the growth runway, not the end.
The AI boom is just getting started; 2 stocks set to soar
Artificial intelligence (AI) has come a long way since ChatGPT set the craze in motion in late 2022, with companies like Microsoft (NASDAQ: MSFT ) and Nvidia (NASDAQ: NVDA) spending hundreds of millions to develop the technology further.
