NVIDIA Corporation (NVDA)
Advanced Micro Devices' 2026 Forecasts Are Way Too Low
Suppose the channel checks reported by Wedbush concerning the supply-demand imbalance for NVIDIA's NASDAQ: NVDA AI GPUs are correct. In that case, it isn't a matter of Advanced Micro Devices NASDAQ: AMD taking share but claiming it.
Nvidia Stock To Fall 50% As AI Cycle Turns?
Nvidia (NASDAQ: NVDA) has indisputably led the AI boom. Its GPUs are considered the gold standard for training extensive AI models, resulting in sales growth from $27 billion in FY'23 to an anticipated $200 billion this fiscal year.
Nvidia Is Still In The Early Innings Of The AI Revolution
Nvidia remains the clear AI leader, benefiting from robust data center, gaming, and automotive growth, and expanding opportunities in industrial automation and robotics. I'm forecasting $58B in net revenue and $1.33 adjusted EPS for eq3'26 driven by the ramp up in GB300 and Blackwell Ultra, supporting margin-accretive growth. Despite high valuation, Nvidia's dominance and growth trajectory justify a Buy rating and $278/share target at 23.35x eFY27 price/sales.
Exclusive: Chinese firms still want Nvidia chips despite government pressure not to buy, sources say
Alibaba , ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said.
Why Nvidia and these other chip stocks were just deemed hot plays for the rest of the year
AI will continue to drive chip stocks and is “an area of relative certainty” against a changing geopolitical and economic backdrop, Cantor analysts say.
I like these AI Stocks Better Than Nvidia
Has Nvidia (NASDAQ:NVDA) stock finally peaked after failing to march higher following a quarterly result that can only be described as strong, but not surprisingly so?
Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2025: Where Will It Be in 1 Year (Sept 3)
Shares of Nvidia Corp. (NASDAQ: NVDA) have surged 24.3% over the past 90 days, despite a 6.0% retreat in the past week as its third-quarter forecast fell short of expectations.
Dan Ives reveals his top Mag 7 stock pick
The Wedbush analyst explains why this Mag 7 stock stands above the rest.
NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?
NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.
Nvidia Says Two Buyers Drove 39% of Q2 Sales
Just two customers drove 39% of chipmaker Nvidia's second-quarter revenue, TechCrunch reported Saturday (Aug. 30), citing a securities filing. The filing came in the wake of Nvidia's earnings report last week, in which the firm, the most valuable company in the world, logged record revenue of $46.
Why is Nvidia Making This $60 Billion Investment Now?
Key Points Despite Nvidia‘s (NVDA) Q2 revenue of $46.7 billion, up 56% year-over-year, and strong Q3 guidance of $54 billion, the market sold off NVDA stock.
This Nvidia competitor has crashed NVDA stock; Should you buy?
Broadcom (NASDAQ: AVGO) has emerged as one of the challengers to Nvidia (NASDAQ: NVDA in the race for artificial intelligence (AI) dominance. However, both semiconductor giants have delivered solid returns in recent months.
