NVIDIA Corporation (NVDA)
The world runs on Nvidia, says Altimeter Capital's Brad Gerstner
Brad Gerstner, founder and CEO of Altimeter Capital, joins CNBC's 'Halftime Report' to discuss why he's buying more Nvidia after their earnings report.
Nvidia H200 Is The Fastest Product Ramp-Up In History
Nvidia Corporation reported 93.6% revenue growth and 101.4% year-over-year growth in adjusted operating profits, driven by strong data center demand and AI computing. The H200 sales reached double-digit billions, marking the fastest product ramp in Nvidia's history, with strong partnerships in the AI ecosystem. Nvidia is guiding for $37.5 billion revenue for Q4, with an anticipated 111% revenue growth in FY25, driven by data center and automotive segments.
Nvidia Analysts Grow More Bullish on Chipmaker's Stock After Strong Earnings
After Nvidia (NVDA) reported record quarterly revenue driven by gains in its data center sales and raised expectations for its Blackwell artificial intelligence (AI) chips, several analysts boosted their price targets for the chipmaker's stock.
Nvidia's quarterly report will be 'drop the mic' moment, says Wedbush's Dan Ives
Dan Ives, Wedbush Securities global head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia's earnings, how competitors stand, and more.
NVDA Bullish on Blackwell, Gross Margins Spark Concern
Steven Dickens believes Nvidia (NVDA) demonstrated its gargantuan market pull with its notable earnings beat. He cites several tailwinds that he expects will thrust the company further ahead in the A.I.
Making Sense Of Nvidia's $3.6 Trillion Market Cap
Nvidia Corporation's stock has surged 242% due to exceeding growth and profitability expectations. To justify its $3.6 trillion valuation, Nvidia needs a revenue CAGR above 30% p.a. over the next eight years, maintaining current margins and cash flow conversion. When considering the market growth rates of NVDA's underlying business segments, the company currently seems fairly valued.
Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'
NVIDIA Corporation NVDA analysts highlight the company's strong beat in the third quarter and guidance in the fourth quarter that may leave investors less confident in the short term.
How Options Traders Played Nvidia's Earnings Event
Nvidia Corp (NASDAQ:NVDA) reported quarterly results, and it's one of the b iggest drivers of price action on Wall Street today.
The 2 reasons why Nvidia will keep outperforming: Analyst
Nvidia (NVDA) posted a beat in its fiscal third quarter results Wednesday afternoon, with revenue growing 94% year-over-year. However, that was not enough to increase the stock price.
Nvidia's Q3 Report Green-Lights Year-End Rally
Nvidia Corporation's stock is experiencing transitory volatility despite stellar earnings, but it is likely to recover and potentially reach $180-200 by next earnings. The AI chip market is poised for explosive growth, with Nvidia dominating the enterprise/data center AI chip market and offering unparalleled potential. Nvidia's Q3 earnings beat expectations with significant revenue growth, and its guidance suggests continued strong performance, making it a solid buy-and-hold stock.
Nvidia: Grossly Undervalued
Nvidia Corporation's Q3 earnings exceeded expectations, driven by strong Data Center growth. Free cash flow grew 138% Y/Y, outpacing revenue growth, signaling Nvidia's scalability and strong financial health. Nvidia's Q4 revenue guidance is robust, with Blackwell GPU shipments expected to further accelerate growth next year.
Nvidia's disappointing revenue forecast
Nvidia's disappointing revenue forecast.
