NVIDIA Corporation (NVDA)
Nvidia: The China Obsession Has Gone Too Far (Rating Upgrade)
Nvidia Corporation delivered another stellar quarter, beating top and bottom-line estimates with strong growth across Data Center, Gaming, and Automotive segments. Concerns about China are overblown; NVDA management signals H20 shipments could resume in Q3, and other growth levers like sovereign AI remain robust. Valuation models project a 35% upside, driven by momentum, innovation, and diversified growth beyond just AI, supporting a new price target of $236.
To fuel AI's insatiable appetite, Nvidia and Big Tech are doubling down on nuclear
Nvidia joins Google in backing nuclear-fusion startup Commonwealth Fusion Systems.
AI Growth vs. High Expectations: Where Do NVIDIA ETFs Stand?
NVIDIA's (NVDA) Q2 beat was marred by a data center revenue miss and likely margin pressure in the long term, but ETFs like SMH and SHOC could help investors play the broad-based strength in the AI arena.
Nvidia and Other AI Stocks Are Falling. Why Investors Are Souring on Artificial Intelligence.
Nvidia, AMD, CoreWeave, Vertiv, and other stocks were all falling sharply Friday.
Trillion with a ‘T'? That's a lot of dollars, Nvidia.
Nvidia reported another massive quarter this week with $46.7 billion in revenue, a 56% year-over-year increase driven almost entirely by AI demand. But despite CEO Jensen Huang's bold prediction of $3 to 4 trillion in global AI infrastructure spending in the next five years, the stock slid as investors questioned how long this kind of growth can last.
Stock Markets Hit Records Amid Fed Attacks, Nvidia Concerns, Tariff Fears. 3 Reasons Why.
Trump's Fed drama heats up, another round of tariffs kicks in, Dell beats earnings expectations, and more news to start your day.
The market that Nvidia dominates is the biggest in the world, says Jim Cramer
'Mad Money' host Jim Cramer talks today's record market action and how to navigate this bull run.
Nvidia's CEO Says America Can't Win at AI Without Selling to China
Nvidia (NVDA) has a China issue. Resolving it, its CEO says, could have bigger implications for America's AI competitiveness.
Nvidia Stock Down 1.2%. Why Growth May Slow And Why Not To Buy $NVDA
Nvidia stock fell 3.2% Wednesday after reporting record sales, falling short on data-center revenue, and predicting cooler growth, according to the Wall Street Journal.
Nvidia: Priced For Perfection And Still Delivering
Nvidia Corporation delivered another strong quarter, beating expectations with robust growth in Data Center, Gaming, Visualization, and Automotive segments. Extraordinary demand for Blackwell GPUs, CUDA's entrenched moat, and a $60B buyback program reinforce my bullish outlook and Buy rating. NVDA stock valuation remains rich and priced for perfection, but Nvidia's growth, profitability, and software stack justify its premium over peers.
Jobless Claims Decreased More Than Expected
Pre-market futures have lots to digest this morning — not only following NVIDIA's NVDA strong Q2 results after the closing bell last night (even if they came in slightly below certain lofty expectations), but with both important economic data and Q2 earnings results having been reported. The Dow is +42 points at this moment, the S&P 500 is -1 point and the Nasdaq is -21.
Nvidia earnings takeaways, plus what will move the markets next
Here is some of what was discussed on Morning Brief for Thursday, August 28. Yahoo Finance Tech Editor Dan Howley and Gabelli Funds portfolio manager John Belton share some of their takeaways from Nvidia's big second quarter earnings report.
