Gene Munster of Deepwater Asset Management says Nvidia's latest results are "great but not extraordinary," however, there are "some very positive long-term pieces." Munster, whose firm owns Nvidia shares, tells Bloomberg Television that the company is "a buy on the pullback.
These 15 companies are expected to show the highest compound annual growth rates for revenue from calendar year 2024 through calendar year 2026.
NVDA's Q4 performance reflects benefits from record sales in the Data Center owing to robust shipments of the Hopper 200 and Blackwell GPU computing platforms.
Artificial intelligence (AI) stocks have driven gains in this bull market, and one company in particular has been at the head of the pack: Nvidia (NVDA 3.67%). The tech powerhouse is the world's top designer of AI chips and has built an empire of related products and services -- importantly, this portfolio has produced double- and triple-digit revenue growth well into the billions of dollars quarter after quarter.
Nvidia Corporation's strong financial performance, including top and bottom-line beats and better-than-expected guidance, continues to support a bullish outlook despite market skepticism. The AI market is still in its early stages, with substantial growth anticipated, positioning Nvidia to benefit from ongoing AI infrastructure investments. Nvidia's data center sales surged 94% YOY, and the company consistently beats EPS estimates, making its current valuation attractive for a market leader.
Nvidia CEO Jensen Huang said next-generation AI will need 100 times more compute than older models as a result of new reasoning approaches that think “about how best to answer” questions step by step.
The Nasdaq was showing stronger gains earlier this morning, but political fears may end up being a larger storyline than NVIDIA today.
Nvidia CEO Jensen Huang talks about the effectiveness of export controls with CNBC's Jon Fortt.
Nvidia CEO Jensen Huang discusses Blackwell production, the impact of DeepSeek and more with CNBC's Jon Fortt.
Jenny Horne takes a look at Nvidia (NVDA) following the chipmaker's record 4Q revenue and earnings beat. Company CEO Jensen Huang's bullish commentary on the Nvidia's role in ramping up A.I.
The major stocks that I pay attention to are a bit mixed in the premarket trading hours of Thursday, as the markets are still reeling from time to time based on earnings calls. However, the three in this article look like they are still bullish.
Alex Kantrowitz, Founder of Big Technology, discusses Nvidia's earnings report, stock performance, and the significant demand for Blackwell chips. He highlights the increased CapEx investments by major tech companies and the bullish prospects for the AI industry.