NVIDIA Corporation (NVDA)
Nvidia Earnings Ahead: Diminishing Revenue Surprises Face High Expectations
Nvidia remains a core holding, with robust revenue and earnings quality, but I refrain from further accumulation ahead of earnings. Hyperscaler capex, a strong leading indicator for NVDA revenue, shows continued growth but with recent QoQ slowdowns from Microsoft and Meta. Revenue surprises are shrinking as analyst expectations rise, suggesting NVDA may only meet consensus this quarter rather than beat it to the extent investors are used to.
Nvidia: Ex-China Sales Set To Top 100% Growth
Nvidia is set report crucial FQ1'27 earnings after the close on May 20 with the market forecasting 80% sales growth with ex-China sales growing at 105%. The AI chip company has a history of big quarterly beats despite analyst estimates forecast to top internal corporate targets. The company has the potential to see big sales upside from a return to Chinese AI chip sales, but Nvidia is unlikely to announce any details with the earnings report.
Nvidia Q1 Preview: Jensen Will Bring Home A Win
Nvidia remains a long-term buy ahead of its May 20th earnings, despite recent underperformance versus the semiconductor sector. NVDA's Q1 guidance assumes no China data center revenue; any positive China developments could be a significant upside catalyst. Demand for NVDA GPUs remains extremely high globally, with Blackwell B200s at 0% availability and rental rates elevated.
Nvidia is So Cheap That It'll Be a Bargain Even if It Doubles
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the logic is embarrassingly simple.
Nvidia's Earnings Could Pop The Options Bubble
Nvidia has seen euphoric options activity ahead of results. The stock appears to be in the midst of an epic squeeze. That options positioning may very well reset following results and the collapse in implied volatility.
Analyst Predicts Nvidia Stock Should Be 42% Higher
Bank of America analyst Vivek Arya has increased Nvidia's target price from $300 to $320. The company has an exceptional financial growth trajectory.
Buy Nvidia Under $250 on Trump's China Visit and Warsh's Dovish AI Signals
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $235.74 screens attractively under $250.
Nvidia just updated its stock portfolio
Nvidia (NASDAQ: NVDA) has released its latest investment portfolio in a quarterly Form 13F filing, highlighting a sizeable increase in its holdings.
Nvidia Made His Members Millionaires, and Now Louis Is Looking for the Next One
Few investments truly change people's lives, but Nvidia ( NVDA ) did exactly that for some of Louis Navellier's subscribers. In today's Friday Digest takeover, the legendary investor shares several remarkable stories from his readers who turned relatively modest Nvidia investments into six- and even seven-figure gains – including one subscriber whose original $42,000 position grew to more than $2 million.
Nvidia Reports Earnings Wednesday. Here's How Much Traders Expect The AI Chipmaker's Stock to Move
Nvidia is set to report earnings after the closing bell Wednesday, with traders anticipating a big move in the chipmaker's stock that could take it to new highs.
Nvidia Billionaire Mark Stevens Donates $175 Million For New Medical School
Nvidia director and venture capitalist Mark Stevens and his wife Mary are donating $175 million to establish the Mark & Mary Stevens School of Medicine, a joint venture between Sutter Health and Santa Clara University that will be the first new medical school in the San Francisco Bay Area in more than 100 years—10 days after the couple committed $200 million to the University of Southern California to fund its AI research.
Nvidia: China Could Bring Up To $26 Billion In Revenue
Nvidia Corporation is poised for a strong Q1 print, but China's reopening is the key forward catalyst. Recent U.S. approvals allow up to 750k H200 chips to 10 Chinese tech giants, potentially unlocking $26B in upside revenue. Current consensus and management guidance exclude any China data center revenue, so any inclusion would be a material surprise.
