As Nvidia Corp. (NASDAQ: NVDA) stock rose nearly 6% over the past 30 days, driven by solid demand in the Artificial Intelligence (AI) space, Aksel Kibar, a popular chartist and a former fund manager, expects a rally towards its former all-time high (ATH).
Nvidia is rated Buy, driven by its ability to capture $40B in revenue per gigawatt with the Vera Rubin platform. NVDA's growth model is shifting from selling accelerators to capturing more of the AI factory bill of materials, expanding system content and economics. Despite gross margin compression to 72-73%, profit per gigawatt rises as the company controls more system components and value per constrained GW.
After a two-month pause, Nvidia (NASDAQ: NVDA) insiders not only started selling again on August 31, but also executed the largest trade of the decade on the day.
Nvidia's stock got a boost from Dell Technologies' earnings on Wednesday, with analysts noting that the server maker's commentary helped validate Nvidia's view of a robust and expanding artificial-intelligence market.
NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.
Elon Musk told G20 leaders that AI and robotics will add up to $30 trillion a year to the global economy, naming a specific deadline.
Two AI infrastructure names are surging on separate company-specific catalysts, and the broader chip fund is barely moving alongside them. The split says today's buying is concentrated in two names, not a sector-wide bid on the semiconductor complex.
Nvidia Corporation is continuing to grow at an unrelenting pace and it passed 3 of my 4 key metrics that I was looking for. delivered a double-beat quarter with 105.9% Y/Y revenue growth and record EPS, surpassing guidance for the 13th consecutive time. NVDA issued its first-ever FY28 revenue growth guidance of ~70%, described as supply-constrained and materially above consensus, signaling a major re-rating event. Gross margin guidance steps down structurally due to HBM4 pass-through, but forward multiples remain undemanding given >60% net margins and >110% ROE.
Two CNBC voices looked at the same stock inside the same 12-hour window and reached opposite conclusions about what it needs.
Nvidia stock NVDA climbed over 4% on Wednesday as a stronger-than-expected earnings report from Dell Technologies provided fresh evidence that spending on artificial intelligence infrastructure remains robust. The move also came as broader US markets recovered after three consecutive sessions of losses.
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.