NVIDIA Corporation (NVDA)
Nvidia Just Obliterated The Bear Case, And Shares Are Still Undervalued
Nvidia delivered record Q2 FY2027 results, with 105.85% YoY revenue growth and management guiding to 70% growth in FY2028, citing supply constraints. NVDA's capital return program is running ahead of plan, returning 60% of FCF YTD via buybacks and dividends, with a $99 billion buyback authorization remaining. Data center revenue diversification accelerated, with non-hyperscale customers now 45% of the segment and Vera Rubin expected to drive the fastest product ramp in NVDA history.
Nvidia's Q2 Secret: You're Blinded By The AI Hype
Nvidia Corporation delivered record Q2 FY27 results, with revenue of $96.2 billion, up 106% YoY, and robust profitability metrics. NVDA raised its FY28 preliminary growth outlook to approximately 70%, driven by surging AI infrastructure demand and supply constraints. Management is proactively enabling customer financing and diversifying into AI software (e.g., Hugging Face) to mitigate hardware demand risks.
Nvidia Has Reportedly Agreed To Buy AI Model Hosting Platform Hugging Face For $13 Billion
Nvidia CEO and billionaire Jensen Huang made his first-ever post on X last month, coming out in defense of open-source AI models. He wrote: “Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
Nvidia Q2: The Reason Why Earnings Growth Does Not Lead To Above-Market Returns
The initial reaction to Nvidia's Q2 report is quite strong, but this might not last in the coming months. Some parts of the earnings release could offset the initial share price jump, thus continuing the recent trend of NVDA trailing the market. Current earnings multiples reduce downside risk, but they are not a reason to buy NVDA with the expectation of above-market returns.
Is the AI Buildout Becoming Too Dependent on the Bank of Nvidia?
The AI infrastructure boom has entered a new phase. What began as a pure hardware arms race among tech giants has evolved into a capital-intensive buildout measured in hundreds of billions of dollars.
Why Nvidia stock is rising today after four straight post-earnings selloffs
Nvidia has spent the past year delivering one strong earnings report after another, only to see investors respond with skepticism when the results hit the market. That pattern changed on Thursday.
Nvidia Reports Triple-Digit Revenue Growth; Now Supply Is The Constraint
Nvidia reported $96.2 billion in Q2 revenue, up 106% and back to triple-digit growth. The supply constraint is back. It's memory. It's advanced packaging. It's power. CEO Jensen Huang says the entire supply chain is constrained. Edge Computing is only 7.5% of revenue today. Yet, Nvidia now considers it one of only two "platforms." Why? Jensen's answer throughout the call was agentic AI. This is continuous inferencing from, ultimately, billions of AI agents running around the clock.
“My God Nvidia Is Undervalued.” Ross Gerber Says $450 A Share Is Possible.
After Nvidia posted one of the largest quarterly profits in corporate history, one wealth manager ran the numbers and came back with a price target that sits above every analyst on Wall Street. His math is straightforward.
Nvidia Q2: Jensen Is Building His AI Berkshire
Nvidia beat on both lines, $96.2B revenue and $2.46 EPS, but the story is the balance sheet. I'm holding my shares and maintaining my buy rating. The equity portfolio was under 5% of assets a year ago. It is almost 20% today, roughly $63.4B, mostly Intel and SpaceX. Nvidia de facto owns companies it de jure only licenses from and hires out of. Groq is the model, and Hugging Face now fills out the private side.
Nvidia Nearing $13 Billion Deal For AI Startup Hugging Face
Nvidia is reportedly close to acquiring the artificial intelligence platform Hugging Face. Nvidia and Hugging Face have held discussions about a $13 billion deal in the last few weeks, according to a report Wednesday (Aug. 26) by Business Insider that cited a source familiar with the matter.
Wall Street Breakfast Podcast: Nvidia's Biggest Hug Yet
Nvidia (NVDA) reportedly agreed to acquire Hugging Face for $12.9B, nearly triple its 2023 valuation, reinforcing NVDA's AI ecosystem dominance. Salesforce (CRM) surged 11% premarket after Q2 earnings beat, driven by strong AI-related revenue and a new Anthropic partnership.
Nvidia Soars 7% In Premarket As It Leads Upswing In Chip Stocks After Strong Earnings
Nvidia reported its earnings for the second quarter of 2026 on Wednesday. The company reported $96.2 billion in revenue for the second quarter, up 106% from the previous year, beating Wall Street's forecasts of $92.2 billion.
