Some of Nvidia's (NASDAQ:NVDA | NVDA Price Prediction) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb.
At $208.48, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is a Hold for long-term investors heading into the August 26, 2026 Q2 fiscal 2027 report.
CNBC's Kate Rooney joins 'Squawk on the Street' to discuss how Nvidia is partnering with AI startup Perplexity to bring AI directly to your desktop.
Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.
Expectations for Nvidia's earnings reports have soared ever since the artificial intelligence boom got going. But as the AI frenzy has continued, the power of strong revenue guidance in those Nvidia reports to move its shares higher has diminished.
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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reports Q2 FY27 earnings after the close on August 26, and Jensen Huang has effectively told the market what to expect: $91 billion in revenue, plus or minus 2%, on top of a Q1 earnings report where Data Center revenue hit $75.246 billion, up 92% year over year.
As the world's leading AI semiconductor company, NVIDIA's NASDAQ: NVDA portfolio moves are closely watched by investors. The company just released its latest 13F filing, which details its public holdings as of the end of Q2.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) delivered post-earnings reports showing two distinct AI compute visions.
Also, CEOs want AI agents to read employees' Slack messages.
The stock market has entered a stretch where merely delivering strong earnings is no longer enough for many of its biggest winners.
Not a stellar start to the day for Dick's Sporting Goods. Shares in the retailer plunged 17% before the bell after it missed second-quarter numbers and hacked its full-year earnings guidance.