NVIDIA Corporation (NVDA)
Nvidia's Blockbuster Quarter Has One Ugly Loose End. $27 Billion of Free Cash Flow Vanished
Nvidia posted the kind of revenue numbers that silence critics, yet something inside the balance sheet quietly swallowed tens of billions in cash.
NVII: Forget Nvidia, Ride The Rally While Collecting Weekly Cash Flow
NVIDIA continues to deliver robust earnings, driven by surging AI demand and strong data center revenue growth. The REX NVDA Growth & Income ETF offers a near 38% weekly distribution yield, leveraging options on NVDA for high-income potential. NVII's hybrid, leveraged options strategy enables both income generation and partial upside participation, but amplifies risk and NAV volatility.
Nvidia's potential Hugging Face deal shows how far it's moved from its GPU roots
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Nvidia Is Becoming The AI Nation-State
NVIDIA is behaving more like a nation-state, strategically subsidizing the AI ecosystem to expand its future market and defensible moat. NVDA's willingness to finance/backstop major AI infrastructure projects is rational ecosystem development, not classic vendor financing, leveraging unique informational and strategic advantages. Early evidence from Meta, Nvidia, Microsoft, and Amazon shows AI compute demand is broadening beyond frontier labs, supporting NVDA's long-term bull case.
Nikkei 225 catches Nvidia's tailwind, but KOSPI finds a reason to sell instead
Asian markets diverged on Friday as Nvidia's blockbuster outlook continued to lift Japanese technology shares, while South Korea's KOSPI fell despite the renewed optimism around artificial intelligence. Japan's Nikkei 225 gained about 0.4% to 66,379 in morning trading, helped by Fujitsu, NEC and other technology names.
Nvidia Insists It Can Keep Printing Money to Fund the AI Boom
The chip maker says its sales “flywheel” is more than robust enough to fund the financial support it gives frontier AI labs and data-center developers.
Review & Preview: In Nvidia We Trust
Semiconductor and software stocks rallied behind strong earnings reports from Nvidia and Salesforce.
Nvidia pauses revenue-sharing deals with AI cloud companies, WSJ reports
Nvidia has paused some deals in a new financing initiative that offered credit support to AI cloud companies in exchange for a share of revenue, the Wall Street Journal reported on Thursday, citing people familiar with the matter.
Nvidia: The 'Coiled Spring' Poised To Jump
Nvidia Corporation is deeply undervalued, with extraordinary growth prospects and a 'coiled spring' setup for significant upside. NVDA trades at a 23.5x P/E and a PEG of 0.52, well below peers, despite 70% expected revenue growth in FY2028. Strong demand exceeds supply, with $279B in supply-chain commitments and robust order visibility through FY2028.
NVIDIA Sees Open AI Models Driving a Multi-Model Enterprise Future
NVIDIA NASDAQ: NVDA Director of Developer Tech Nader Khalil said open-source AI models are helping broaden access to model customization, accelerate development and support workloads that require local deployment, while closed frontier models will remain part of a “multi-model world.”
Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies
The company is rethinking the program less than two months after announcing it.
Nvidia Breaks Its Post-Earnings Curse With $442 Billion Day
The chip maker's shares posted their steepest climb in a year, boosting U.S. stock indexes.
