NVIDIA Corporation (NVDA)
Wall Street Wanted 45% Growth From Nvidia. It Guided to 70%, and the Real Number Is Higher.
Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything about what you are actually buying.
Jim Cramer Turns Mega Bullish on Nvidia: “The Era of Humongoud Profits Has Begun”
Two days after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q2 2027 results, Jim Cramer argued that the numbers have refuted the bear case on hyperscaler AI spending. “The era of profitless chip buying is over.
Amazon Jumps 4% on Expanded AWS Chip Deal: Why Is NVIDIA Falling 4%?
Shares of Amazon (NASDAQ:AMZN | AMZN Price Prediction) are moving hard against their own sector this afternoon after the company and its largest chip supplier confirmed a sharply expanded infrastructure deal. Amazon stock is up 4% to $265.
Google vs NVDA: Which Is The Most Profitable Company in America?
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and NVIDIA (NASDAQ:NVDA) have both reported. Which is now America's most profitable company?
Markets Await Jobs Data
It's been an eventful week for the stock market, with PCE inflation data and AI-staple NVIDIA ( NVDA ) mid-week. This morning, the news comes from Jackson Hole, Wyoming, where the Kansas City Fed hosts the annual economic symposium.
Nvidia Earnings And The Ecosystem: The 70% Guide, And Everything It Sets In Motion
Nvidia's results - A solid quarter, and a fiscal 2028 outlook nobody had modeled. Vera Rubin ramps - The fastest ramp in Nvidia's history, and $40B of content per gigawatt. OpenAI's Jalapeño - What custom silicon actually threatens, and what it doesn't.
Nvidia Q2 Earnings Review: Beating Was Never The Problem
Nvidia reported its Q2 print and for the first time ever gave us a full-year outlook, finally breaking its streak of beat-and-fade. We pushed Nvidia as a play into earnings on the back of Vera Rubin propping up Q3 outlook, and the stock is up roughly 9% post-earnings. In our opinion, Vera Rubin ramp will push Nvidia's top line higher in 2H26 and 2027 before ASIC comes to rain on the parade.
Nvidia Earnings: AI Demand Is Booming, But Risks Remain
In the days leading to Nvidia's second-quarter earnings announcement, the market yearned for reassurance that AI demand remained strong. The results came in.
Wedbush lifts Nvidia price target to $345 after first full-year guidance
Wedbush Securities has raised its price target on Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $345 from $330 and kept an outperform rating, after the US chipmaker beat forecasts and issued its first full-year outlook. Second-quarter revenue of $96.2 billion, up 106% year on year, and adjusted earnings of $2.22 a share both topped consensus estimates of $92.2 billion and $2.10.
Nvidia (NVDA) Recently Broke Out Above the 20-Day Moving Average
Nvidia (NVDA) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, NVDA broke through the 20-day moving average, which suggests a short-term bullish trend.
Nvidia's $12.9bn Hugging Face swoop is really about filling the cloud capacity it has underwritten
The price Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is reported to be paying is the first thing analysts have flagged, and on the face of it $12.9 billion for Hugging Face looks rich. The terms value the open-source AI model repository at roughly 80 times its annualised revenue of about $150 million, a multiple that would raise eyebrows in almost any other setting.
4 High-Flying Memory & Storage Giants to Gain More Amid NVDA's Solid Q2
NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.
