Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has delivered yet another impressive quarterly report, blowing away Wall Street estimates as it ramps up production of its latest server chip Blackwell. Revenue for the fourth quarter, which ended on January 26, grew 78% from the year-ago quarter to a record $39.3 billion.
Nvidia disclosed its first financial results of the year Wednesday, delivering an eagerly awaited earnings report providing early indications of how it will emerge from the release of the less tech-intensive DeepSeek AI model from China, which led to the AI giant suffering the largest single-day market value loss in stock market history last month.
Nvidia forecast first-quarter revenue above market estimates on Wednesday, expecting robust demand for its leading AI chips to persist as businesses spend heavily to expand generative artificial intelligence infrastructure.
Stocks pared early gains after Trump threatened the European Union with 25% tariffs.
The market has yet to close on Wednesday, but NVIDIA shares are rising into the close.
"It's hard to argue that Nvidia (NVDA) is overvalued," says Ross Gerber. He believes the stock's moderating performance gave it time for valuations to breathe.
There are lots of “little worries” about Nvidia and it's unclear if the chipmaker can continue to double its outlook. Kim Forrest of Bokeh Capital Partners joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology.
Jim Worden points to Big Tech CapEx and Stargate spending as signs to give Nvidia's (NVDA) earnings a "thumbs up" ahead of the report. Adam Coons isn't as bullish, giving a "thumbs down" due to DeepSeek uncertainties.
CNBC's Kristina Partsinevelos and D.A. Davidson's managing director Gil Luria join 'Power Lunch' to break down expectations for Nvidia's earnings.
In today's video, I discuss Nvidia (NVDA 2.61%) and recent updates impacting the semiconductor giant. To learn more, check out the short video, consider subscribing, and click the special offer link below.
The market (^GSPC, ^IXIC, ^DJI) is currently experiencing a shift from momentum trades into more value-oriented investment strategies. Mariner Wealth advisors head of equities and chief investment strategist Jeff Krumpelman joins Catalysts to discuss the stock market's current rotation, noted to be influenced by various economic factors.
Aaron Rakers, Wells Fargo senior research analyst, and Jeff Kilburg, KKM Financial CEO, join 'The Exchange' to discuss how important Nvidia's quarterly earnings report will be, Nvidia's demand remarks in the past, and much more.