NVIDIA Corporation (NVDA)
Can Nvidia's bull run continue?
The Investment Committee debate Nvidia's earnings report and how to trade the name from here.
Nvidia stock receives a downgrade despite strong earnings
Nvidia Corp (NASDAQ: NVDA) came in well ahead of Street estimates for its fourth quarter last night but one Wall Street analyst continues to see some challenges for the AI darling ahead.
Nvidia's 78% sales growth is impressive, but unsustainable
The semiconductor giant's historic run may face a harsh reality check, according to this expert. Transcript: CONWAY GITTENS: So what are your biggest takeaways from Nvidia's fourth quarter results?
NVDA Holds "Long Runway" of Growth, A.I. "Diversification" Investing
While Nvidia (NVDA) is selling off after earnings, Jason Ware says there's a "long runway" ahead for the company's A.I. growth. He believes the world is seeing the "early innings" of the A.I.
Why The Market Isn't Raising The Roof On Nvidia's Blockbuster Earnings
Nvidia Corporation's FY 2025 earnings showed positive revenue trends but were tempered by rising costs and nuanced market reactions, leading to a modest stock increase. The company's shift to corporate clients and data centers has stabilized revenue but reduced diversification, with gaming division revenues declining significantly. Concerns include the potential underperformance of the new Blackwell architecture in data centers and geopolitical risks affecting sales due to U.S. export restrictions.
Nvidia: Revising Estimates Lower
Revised my intrinsic value estimate for Nvidia to $1.9T, 40% lower than its current market cap, and reiterate a SELL rating. Nvidia's Q1 FY 2026 revenue and gross margin outlook were below my forecasts, prompting a downward revision in my estimates. Increased operating expenses forecast for FY 2026 and FY 2027, reflecting potentially lower operating leverage and higher costs.
Nvidia Stock Is Tumbling Today. Is This a Chance to Buy?
One of the most highly anticipated quarterly reports on Wall Street was provided by Nvidia (NVDA -3.48%) last night. And the artificial intelligence (AI) darling didn't disappoint.
S&P 500 volatile after President Trump's tariffs confirmation; shares of NVIDIA and EBay fall
The S&P 500 experienced volatility and was little changed, influenced by President Donald Trump's announcement to proceed with tariffs on Canada and Mexico. At the time of writing, the S&P 500 index was flat from the previous change at 5,956.25 points, while the Dow Jones was up nearly 1%.
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
NVIDIA Corporation NVDA analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results.
NVDA Shows A.I. Monetization Issue, Silver & Gold "Overleveraged"
Rebecca Walser of @walserwealth returns to the NYSE set and reiterates her stance on a 30% correction coming to Wall Street. She says expectations of President Trump "auditing Fort Knox" will create volatility in commodities like silver and gold.
Nvidia's gross margin will end the fiscal year at 75%, says Harvest's Paul Meeks
Paul Meeks, Harvest Portfolio Management CIO, joins 'Money Movers' to discuss if investors are rolling through Nvidia's Blackwell hiccup, if Nvidia's cheap enough to add exposure, and much more.
Nvidia Beat Earnings, but the Stock Is Down. What's Going On?
In this video, I will go over Nvidia's (NVDA -3.02%) earnings report and comments from management that were made during the call. Watch the short video to learn more, consider subscribing, and click the special offer link below.
