J unveils new partnership for advancing centers through a blueprint that builds digital twins of AI factories. Dive in for details.
Shares of NVIDIA Corp. (NASDAQ:NVDA) fell by 1.08% through a.m.
NVDA offers stronger fundamentals, more stable growth and better risk-adjusted upside, making it a superior AI hardware stock to own now compared to SMCI.
Adding around $10 billion in market capitalization in less than a week amounts to a not-too-shabby few days at the office for the recently public company CoreWeave NASDAQ: CRWV. From May 14 to May 19, the stock gained over 28%.
Nvidia Corporation has fully recovered from its YTD slide, with tariff threats and negative pressures now eliminated, setting a positive tone ahead of Q1-26 earnings. I expect Nvidia to beat Q1 revenue and EPS consensus, driven by strong demand for Hopper and Blackwell GPUs, and conservative Street estimates. Profitability should improve as the costly Hopper-to-Blackwell transition is largely complete, and gross margins may surprise to the upside with tariff risks receding.
Nvidia (NASDAQ:NVDA) shares have increased by nearly 11% in the last week, and is still up almost 40% over the last 30 days. While wider markets have risen after China and the U.S. declared a 90-day halt on tariffs, which is considered a step toward de-escalating the global trade conflict, there have also been a number of company-specific positives for Nvidia as well.
Nvidia Corporation's AI chip demand has taken on a new dimension, fueled by Middle Eastern sovereign AI investments and U.S. policy shifts favoring regional access. Despite concerns about growth deceleration, I believe fears of a sharp slowdown in Nvidia's growth are overstated, especially with China and Middle East opportunities. Nvidia's valuation remains attractive relative to historical averages, supporting continued upside as the stock recovers from April lows.
Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue and former Assistant Secretary of State for Global Public Affairs under the first Trump administration, explains why the US needs to proliferate its own technology to compete with China. Giuda speaks with Ed Ludlow on “Bloomberg Technology.
NVIDIA ( NVDA ) founder and CEO Jensen Huang gave the opening keynote at the annual Computex conference in his home country of Taiwan on Monday. It was another special moment for a small nation with stunning technological prowess in electronics and semiconductors.
Nvidia Corporation is now a rare bargain, trading 33% below our Main Street price, as confirmed by our proprietary Friedrich Algorithm's free cash flow analysis. Nvidia's dominance in the GPU market, global AI datacenter deals, and elite management under CEO Jensen Huang drive its dominance and growth prospects. Nvidia posted a record-breaking 179% FROIC, surpassing even Netflix in 2012, signaling exceptional free cash flow generation and long-term upside potential.
Nvidia (NVDA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.