NVIDIA Corporation (NVDA)
Nvidia Climbing The Wall Of Worries
A year ago, the average sell-side consensus estimates for Nvidia's (NVDA) FY 2028 (which is essentially CY 2027) revenue were ~$310 billion. But yesterday, Nvidia guided for ~70% revenue growth in FY'28 which translates to approaching ~$700 billion revenue next year. Given their tone during the call, I think it's fair to say ~70% revenue growth may be a floor for next year.
ETF of the Week: Direxion Daily NVDA Bull 1X & 2X Shares (NVDU & NVDD)
On this final episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Direxion Daily NVDA Bull 1X Shares (NVDU) and the Direxion Daily NVDA Bull 2X Shares (NVDD) with Chuck Jaffe of Money Life.
Micron Lags Despite NVIDIA's $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up
The memory trade is unwinding on Thursday even as the broader semiconductor complex trades higher, a split that captures a classic case of great news landing into a crowded and heavily extended position.
Michael Burry: Nvidia stock is undervalued, but caution is warranted
Nvidia (NVDA) shares ripped higher on Thursday morning after the AI behemoth reported market-beating financials for its fiscal Q2 and issued remarkable guidance for its current quarter. Yet, famed investor Michael Burry – known for accurately predicting the 2008 housing collapse – is urging investors to practice caution in playing NVDA at current levels.
Nvidia Soars Almost 10%—Pushing Value Back Above $5.5 Trillion
Nvidia shares jumped almost 10% to nearly $230 on Thursday, as investors reacted to blowout second-quarter earnings and a forecast for substantial AI-driven growth through its next fiscal year.
Jensen Huang's Fortune Passes Larry Ellison's As Nvidia's Blowout Earnings Adds $15 Billion To Net Worth
Huang had his net worth increase by $14.5 billion to $195.7 billion thanks to Nvidia's stock rally, ranking him the seventh-richest person in the world, moving him ahead of Oracle's Larry Ellison, whose fortune saw a modest $172 million bump to $191.4 billion.
Someone Sold Nvidia All Night After Earnings but Jensen Huang Told Cramer He's Buying Back Even More
A steady premarket seller took NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) from its post-earnings pop back toward the flatline overnight, even as CEO Jensen Huang used his Mad Money slot hours earlier to signal the company is buying back even
Nvidia: A 16.0x P/E Is A Crime
Nvidia Corporation reported a stellar quarter, generating $21.3 billion in free cash flow and posting 106% year-over-year revenue growth. Nvidia trades at just 16x forward earnings, despite dominating the AI GPU market with gross margins of 75%. Data center sales, driven by Blackwell GPUs, contributed 93% of revenues.
NVIDIA Q2 Earnings Beat on Blackwell Ultra & Data Center Strength
NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.
ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28
NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.
After Nvidia Confirms the AI Boom Is Alive, Cybersecurity Stocks Are Ripping Higher
The AI boom has moved beyond a handful of chipmakers and cloud giants. As companies pour more money into artificial intelligence, they are also creating more systems, identities, data and autonomous agents that need protection.
Perplexity Wants a $30 Billion Valuation Before Its 2028 IPO. Nvidia May Help It Get There
Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement.
