NVIDIA Corporation (NVDA)
Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.
Will Nvidia's Q4 Results Lift Markets Back to New Highs?
Amid recent market volatility, investors are anxiously awaiting Nvidia's (NVDA) Q4 results after-market hours on Wednesday, February 26.
Nvidia Q4 Preview: Problems With The Jevons Paradox
Nvidia Corporation's efficiency improvements, particularly with Blackwell GPUs, are reducing overall demand, contradicting Jevons Paradox and potentially hindering future growth. Competitors like AMD offer lower total cost of ownership for AI inference, challenging Nvidia's market dominance and impacting its growth prospects. NVDA stock's high valuation assumes near-perfect execution and sustained growth, which I find risky given current market dynamics and potential for a significant correction.
DeepSeek is driving a surge in demand for Nvidia, but may not last: Analyst
Investors wait for Nvidia (NVDA) to report quarterly results after the closing bell on Wednesday. The report serves as a test for the artificial intelligence (AI) trade after Chinese AI startup DeepSeek unveiled a new model that rattled the market.
Selling Nvidia Stock Before Earnings Is A Big Mistake
Nvidia Corporation's valuation remains strong as AI-driven capital expenditures grow, supporting robust revenue expansion and shareholder returns despite near-term margin pressures from Blackwell production constraints. Management's conservative guidance style sets Q4 earnings expectations at a balanced level; any short-term stock weakness should be seen as a buying opportunity given Nvidia's long-term AI leadership. Despite cautious sentiment, Nvidia's fundamentals justify a Strong Buy rating, with a $200 NVDA price target (~50% upside) backed by continued hyperscaler demand and expanding AI infrastructure investment.
NVDA's DeepSeek Earnings Risk, CRM Uncertainty & CAVA Closes Gap
Gareth Soloway (@verifiedinvesting & @GarethSolowayProTrader ) says buyers are meeting substantial resistance, leading to potential of more selling action. He later turns to his analysis on specific stocks, including Nvidia (NVDA), which he thinks can give way after the A.I.
Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
Nvidia finally has a chance to tell investors why their violent reaction to DeepSeek was a mistake. The chip giant's Wednesday earnings are the first since DeepSeek's AI sparked market panic.
"Nervous" Investors Rotate Out of NVDA & Big Tech, Gold & RUT Bear Case
Chris Vermeulen warns investors to expect a "pretty big" market correction sometime this year. He believes correction concerns can be seen in a rotation out of Nvidia (NVDA) ahead of its earnings.
Nvidia has ‘room to grow:' What to watch ahead of earnings
Here's what investors should watch ahead of Nvidia's highly anticipated fourth-quarter earnings report. Transcript: CONWAY GITTENS: All right.
Nvidia's valuation isn't looking attractive: Strategist
Wall Street is gearing up for Nvidia's (NVDA) fourth quarter earnings results to come out this Wednesday, February 26. However, not all expert investors are so bullish on the semiconductor manufacturer.
Why is Nvidia cheaply valued?
Semiconductor powerhouse Nvidia (NVDA) is set to release its fourth quarter results on Wednesday, February 26, after the bell. Despite its dominance in the artificial intelligence (AI) sector, the company's stock remains among the most attractively valued in the industry.
Is it safe to buy the dip ahead of Nvidia earnings?
Nvidia (NVDA) is set to release quarterly results on Wednesday, February 26, after the closing bell. JonesTrading chief market strategist Michael O'Rourke joins Morning Brief Co-Hosts Seana Smith and Brad Smith to discuss the significance of the earnings report for the chipmaker and the broader market (^DJI, ^IXIC, ^GSPC).
