NVIDIA Corporation (NVDA)
Nvidia faces potential China blow ahead of next week's earnings
In of Nvidia Corp (NASDAQ:NVDA, ETR:NVD) highly anticipated earnings next week, there were reports that the company faces fresh pressure in China that could dent its eagerly awaited reopening of this key market. Following negotiations with the US government, the big news in the earnings would have been comments on the resumption of sales of its restricted H20 chip to China.
Nvidia: Sell Before It's Too Late
Despite getting the opportunity to once again sell H20 AI accelerators in China, Nvidia Corporation's overall upside from this development could be limited. Nvidia's overexposure to a handful of major customers is another major risk, considering that hyperscalers are testing their own AI accelerators. Considering that NVDA stock already remains overvalued, especially after the latest rally, we decided to stick with our Sell rating for its stock.
The Week Ahead: GDP Update, Nvidia Earnings to Stir the Pot
As August comes to a close, investors can expect one last slew of pertinent economic data and another round of earnings reports.
Nvidia Is About To Beat Estimates, But It Might Not Be Enough
Nvidia Corporation's China revenue is under pressure from export restrictions, forced revenue sharing, and muted demand due to inventory stockpiling and government discouragement. Hyperscaler spending on AI infrastructure is massive, but these customers are developing their own chips, threatening Nvidia's long-term dominance and margins. With NVDA stock up 31% YTD and high expectations, even a strong earnings beat may not drive further upside due to lofty valuations and priced-in optimism.
Renaissance Hedge Fund Adds NVIDIA, Follows Buffett Into UNH
Renaissance Technologies is often referred to as the most successful hedge fund of all time. From 1998 to 2021, the firm's Medallion Fund generated annualized after-fees returns of 39%.
This banking giant raises Nvidia stock target by 60%
Banking giant HSBC has raised its Nvidia (NASDAQ: NVDA) price target to $200 from $125, a 60% increase, while maintaining a ‘Hold' rating.
Nvidia (NVDA) Reports Next Week: Wall Street Expects Earnings Growth
Nvidia (NVDA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Case for Buying NVIDIA Stock Ahead of the Robotics Surge
For those concerned about NVIDIA's NASDAQ: NVDA prospects and the staying power of AI, don't fret. NVIDIA is at the heart of the next tech revolution, which will come after AI: robotics.
Nvidia Stock Inches Higher After Broad Tech Selloff. It Can Reach This High, Says Analyst.
Nvidia stock has suffered its biggest drop in months amid a broader selloff in highly valued technology companies.
Nvidia (NVDA) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Nvidia (NVDA) stood at $175.64, denoting a -3.5% move from the preceding trading day.
Nvidia Considering 'Variety of Products' as New China AI Chip Details Emerge
Nvidia (NVDA) said it's considering a "variety of products" for its roadmap as more details emerge about a new AI chip for the Chinese market. This follows recent signs of inroads in winning approvals from the Trump administration to expand sales to the country.
Nvidia developing more powerful AI chip to sell in China: report
The new chip, tentatively named the B30A, is a less advanced version of Nvidia's Blackwell B300, according to a report.
