NVIDIA Corporation (NVDA)
Nvidia has become a risk-off trade: Portfolio manager
Harvest Portfolio Management chief investment officer Paul Meeks and Milemark Capital founding partner Sinan Aral join Catalysts to compare the market cap–weighted investing to equal-weight investing strategies, Nvidia's (NVDA) earnings performance, and the potential implications of quantum computing. "We've definitely seen a broadening out of the market where, for a long, long time, the market cap–weighted S&P was crushing the equal-weighted," Meeks says.
S&P 500 Gains and Losses Today: Nvidia Leads Chip, AI Stocks Lower
Major U.S. equities indexes lost ground Thursday as investors digested new tariff announcements and Nvidia (NVDA) led semiconductor and AI stocks lower.
Nvidia's AI Expansion: 5 Key Takeaways From Earnings
Nvidia (NVDA -8.48%) reported fourth-quarter fiscal 2025 earnings on February 26, 2025, delivering another record quarter amid surging artificial intelligence (AI) demand. The company posted Q4 revenue of $39.3 billion, up 78% year-over-year, and provided strong guidance for continued growth.
CEO Jensen Huang Just Uttered 8 Words That Every Nvidia Investor Should Hear
If there's one company that has been at the epicenter of the artificial intelligence (AI) revolution, Nvidia (NVDA -6.96%) is it. The company's graphics processing units (GPUs) provide the computational horsepower that underpins the vast majority of AI processing and has been the biggest contributor to the accelerating adoption of this groundbreaking technology.
A.I. Disruptors Eye NVDA's Crown as Blackwell Demand Accelerates
Cory Johnson says we're currently living in "one of the great paradigm shifts" in history. He doesn't believe Nvidia's (NVDA) post-earnings sell-off is much to be concerned about, though he notes other companies can become new leaders in the A.I.
Nvidia is competitively valued, says BofA's Vivek Arya
Vivek Arya, BofA Securities, joins 'Power Lunch' to discuss the chip trade, DeepSeek impact and Intel.
Nvidia's China outlook in focus
CNBC's Kristina Partsinevelos joins 'Power Lunch' to discuss China's outlook for Nvidia.
Nvidia Is Still Experiencing Amazing Growth
Nvidia Corporation's revenue growth outpaces rivals AMD and Intel, solidifying its dominance in the data center market. Nvidia's strategy of catering to a wide range of customers, unlike AMD and Google, ensures continued growth despite competition and export restrictions. The company's use of AI in chip design accelerates innovation, contributing to rapid product development and maintaining a competitive edge.
Nvidia's Q4 And The Trillion Dollar Question: Does DeepSeek Matter?
Nvidia Corporation's Q4 report was strong. Driven by Blackwell's success, the company produced ~$40 billion in revenue and $0.89 EPS, beating analyst estimates. Concerns about DeepSeek's cost efficiency impacted Nvidia's stock in January, but further analysis indicates that the startup's costs may be higher than reported, which should ease investor worries. Cloud providers also reaffirmed Capex guidance, indicating sustained demand for NVDA's data center products, which should support top and bottom-line growth.
NVDA CEO Sees More Computer Demand Despite DeepSeek, Analysts Beat Bull Drum
While Nvidia's (NVDA) stock price bleeds, optimism rides in the analyst community following earnings from the Big Tech leader. Caroline Woods notes price target hikes but adds it's "hard to be more bullish" when just about everyone was a bull to begin with.
Nvidia: A Bumpy Road Ahead This Year, But I'm Still Bullish Over The Longer Term
Nvidia Corporation delivered a strong set of results, but the mid-term outlook looks somewhat mixed. Reasoning models capable of complex tasks may significantly boost demand for Nvidia's hardware in the foreseeable future. I reiterate my “Buy” rating on NVDA stock due to the promising developments in AI that may continue to sustain the long-term growth of Nvidia's business.
Should Wall Street go all in on Nvidia stock post-earnings?
Semiconductor giant and Magnificent Seven component Nvidia (NVDA) outpaced earnings and revenue estimates in its fourth quarter, as CEO Jensen Huang said that the chipmaker has "successfully ramped up the massive-scale production of Blackwell AI supercomputers" in a statement. In a special Nvidia-themed episode of Opening Bid, Yahoo Finance executive editor Brian Sozzi sits with EMJ Capital founder Eric Jackson and a16z general Partner Anjney Midha to dive into multiple areas of Nvidia.
