Nvidia continues to see strong demand for its upcoming Blackwell AI solution.
Nvidia stock wavered Thursday as investors considered quibbles with the AI chipmaker's beat-and-raise earnings report. The post Nvidia Guidance Called Conservative As Blackwell AI Chip Production Ramps appeared first on Investor's Business Daily.
NVIDIA shares climbed close to 5% at the open Thursday, turning higher after previously trading lower in premarket deals. The U.S. chipmaker reported results that beat on both the top and bottom lines, with sales climbing 94% year-on-year to $35.08 billion.
Nvidia stock touched its highest price ever Thursday morning in a mixed investor reaction to the artificial intelligence behemoth's earnings report released Wednesday afternoon, as the world's largest company flirts with becoming the first firm to ever score a $4 trillion valuation.
Since the beginning of the rapid rise of AI, Nvidia's (NASDAQ: NVDA) quarterly earnings reports have been some of the most highly-anticipated days in the year. Nvidia stock has been one of the best performers of the S&P 500 thus far — but the company's high valuation remains a pivotal concern.
NVIDIA NVDA reported robust third-quarter fiscal 2025 results, topping earnings and revenue estimates. Revenues doubled year over year amid relentless demand for its artificial intelligence chips.
Ben Reitzes, Melius Research head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia, reactions to the most recent earnings report, and more.
Nvidia Corporation's stock pulled back after a strong Q3 FY2025 earnings report, driven by high expectations amid a lofty valuation, with a narrowing 3Q EPS beat. Blackwell is now in full production, boosting revenue consensus for the coming quarters, as management anticipates increased supply and signals exceeding the “several billion dollars” revenue outlook. The company prioritizes strong Blackwell demand at the cost of gross margin contraction, guiding a “low 70s” outlook in the near term and anticipating continued margin decline until 2H FY2026.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Nvidia's growth story is far from over and Blackwell seems to be the next growth driver.
NVDA's third-quarter fiscal 2025 results reflect the benefits of strength across all of its end markets.
Nvidia's stock is largely holding its own despite a lack of oomph in the guidance. That reflects how well investors understand the company's narrative and cadence.