If Nvidia's numbers are correct, then OpenAI is planning hundreds of billions worth of spending.
Nvidia remains a Buy due to its dominant AI infrastructure position, strong growth, and impressive profitability, despite a demanding valuation. Recent earnings beat expectations, with $46.7B in revenue and 56% data center growth, confirming robust AI demand and execution. Risks include high valuation, rising inventory, geopolitical tensions, and intensifying competition, making buying on dips ($155–165) the best strategy.
Investors have rushed to buy Nvidia (NVDA -3.38%) stock during the artificial intelligence (AI) boom, driving the stock up a mind-boggling 1,200% over the past five years. Why are investors so excited about this one particular company?
Sarah Kunst calls Nvidia's (NVDA) earnings "solid," noting strong growth despite multiple headwinds tackling the A.I. behemoth. Even as Nvidia seeks to grow into an A.I.
Nvidia (NVDA -3.38%) continued its breakneck growth in its second quarter (ended July 27), as demand for its graphics processing units (GPUs) remains voracious. The strong growth came despite the company not selling any chips to Chinese-based customers during the quarter.
Nearly 40% of Nvidia's second quarter revenue came from just two customers, according to a filing with the Securities and Exchange Commission.
NVIDIA (NASDAQ: NVDA) has the largest market cap in the world, at $4.25 trillion.
Key Points in This Article: Market disappointment stems from lost China sales and slowing data center growth has led to a 4% drop in Nvidia‘s (NVDA) stock.
The chip maker announced a $60 billion stock buyback this week — and sparked a debate about whether the move makes sense.
Nvidia (NVDA -3.38%) has been one of the stock market's biggest winners over the past few years, thanks to its strength in one game-changing area: artificial intelligence (AI). The company is the world's No.
Nvidia Corporation delivered outstanding FQ2 2026 results, smashing revenue and EPS estimates despite already high expectations, highlighting its operational strength. Data Center revenue increased 56% year-over-year to $41.1 billion, driven by Blackwell's, but fell short of expectations. Despite stellar results, I see signs of moderating earnings growth, suggesting future stock performance may face some headwinds.
NVIDIA, Meta and Amazon emerge as top picks under Driehaus' momentum strategy, spotlighting strong earnings trends and growth potential.