NVIDIA Corporation (NVDA)
Nvidia Reportedly Aiming to Expand AI Business Beyond ‘Hyperscalers'
Chipmaker Nvidia is reportedly working to lessen its dependency on Big Tech. The company is doing this by forging new partnerships to sell artificial intelligence (AI) to national governments, corporations and challengers to companies like Google, Amazon and Microsoft, the Financial Times (FT) reported Sunday (May 18).
Cuggino's Picks: NVDA, LMT, CVX & More
Michael Cuggino discusses his firm's moves since the “Liberation Day” market sell-off. He emphasizes the importance of diversification across sectors and asset classes, and is also looking for companies with pricing power and strong dividends.
Nvidia's Q1 Detonation: Why This AI Juggernaut Is About To Rip Higher
I reiterate my Buy rating on Nvidia, expecting strong Q1 FY2026 results and optimistic guidance, especially regarding the AI robotics business. Nvidia's data center and AI demand remain robust, with Blackwell architecture driving growth and industry forecasts supporting continued expansion through 2026. While U.S.-China export controls create uncertainty, Nvidia is strategically navigating restrictions with China-specific chips and a new Shanghai R&D center, aiming to fulfill regional demand.
2 Artificial Intelligence (AI) Stocks I'm Buying If the Market Crashes
I don't know where the stock market is going in 2025. Wall Street has been an unpredictable place lately -- and short-term market trends are coin-flip bets in the best of times.
Nvidia to Set Up Research Center in Shanghai, Maintaining Foothold in China
The plan follows the Trump administration's recent move to tighten curbs on China's access to Nvidia's high-end AI chips.
Nvidia is trying to hold on to its business in China — even as it gets harder to compete with Huawei
The chipmaker wants to attract top AI talent in China as it faces tightening U.S. restrictions and challenges from homegrown chipmakers
Nvidia Plans Shanghai R&D Center, New Office Space in China, Report Says
Nvidia (NVDA) reportedly plans to grow its presence in China with a new facility in Shanghai, even as the U.S. cracks down on the company's chip sales to the country.
Nvidia to Set Up Research Center in Shanghai, Maintaining Foothold in China
The plan follows the Trump White House's recent move to tighten curbs on China's access to Nvidia's high-end AI chips.
Nvidia planning Shanghai R&D hub to serve Chinese market
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is strengthening its position in China with plans to establish a new research and development (R&D) center in Shanghai, according to a report from the Financial Times. The Shanghai R&D facility will reportedly focus on adapting Nvidia technologies to better suit the Chinese market, without transferring sensitive GPU core designs.
Nvidia's 2025 Pain Looks Overdone -- Fundamentals Suggest Strong Q1 (Upgrade)
Nvidia shares dropped ~11% YTD, lagging a flat S&P 500, with brief declines over 30%. Initial demand worries have eased, leading to a neutral outlook. 2025 CAPEX estimates jumped +13% since Nov 2024. Taiwan's 63% QoQ export surge and TSM's 48.1% YoY April revenue growth signal a strong Q1 FY 2026 for Nvidia. Analysts forecast $43B Q1 FY 2026 revenue (+63% YoY) and $30B gross income, despite margins dipping to 69% from 75%.
‘Big Short' Michael Burry bets nearly 50% of portfolio against Nvidia stock
Michael Burry, the hedge fund manager famed for predicting the 2008 housing crash, is now making a bold bet against Nvidia (NASDAQ: NVDA).
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (May 16)
The trade war with China has been tough on Nvidia Corp. (NASDAQ: NVDA) investors.
