NVIDIA Corporation (NVDA)
Another jumbo revenue beat later, the Nvidia dilemma is clearer than ever
Nvidia Corp's unrivalled explosion in revenue growth has painted the chipmaking giant into more than one corner. It has become a given that the artificial intelligence darling will deliver supersized revenue beats in every single reporting period.
"In the Early Innings" for NVDA Chip Demand
Ali Mogharabi calls Nvidia's earnings “very impressive,” pointing to its strong revenue growth and guidance. Demand remains steady over every category, and he talks about client stickiness once a company has the suite of Nvidia products installed.
Forget Guidance Woes: Buy Semiconductor ETFs on NVDA's Dip
Forget NVIDIA's less lofty sales guidance. Bet on NVIDIA and its related ETFs to tap the ongoing AI boom.
Nvidia Stock Pops 2% Despite Slower Growth View, Margin Drop
On Wednesday, Nvidia — the designer of 90% of chips used for artificial intelligence — reported a surge in revenue for the October-ending quarter, according to the New York Times.
Can NVIDIA Stock Hit $1,000 Again After its Recent Stock Split?
Nvidia (NASDAQ:NVDA) just reported some incredibly strong third-quarter numbers that saw sales double.
NVIDIA Growth Slows: So What? The Uptrend Will Continue
NVIDIA's NASDAQ: NVDA growth is slowing, and margins are expected to compress, but so what? The company's business has grown nearly 800% in the last four years and continues to grow.
Nvidia Q3: Results Are Up But Stock Isn't, Reiterating Hold
NVIDIA 3QFY25 and commentary on the call led us to maintain our hold. Our point of concern is NVIDIA's near-term gross margin issue, with management reporting a sequential decline and guiding for one in Q4 with GM outlook of 73% to 73.5%. NVIDIA's valuation remains priced for perfection, which puts the stock at higher risk with the gross margin issue.
Cakmak: Data centers, gaming, and strong margins keep NVIDIA attractive
James Cakmak, CIO at Clockwise Capital, discusses trimming semiconductor holdings, including NVIDIA, due to sky-high expectations and shifting to areas with better relative value.
Why SoundHound AI Could Be the Next AI Powerhouse
The artificial intelligence (AI) sector is booming, with companies like NVIDIA NASDAQ: NVDA leading the charge and delivering stunning returns for investors. However, a smaller player, SoundHound AI NASDAQ: SOUN, has quietly outperformed most of the biggest industry giants, including NVIDIA.
Nvidia's earnings are still exceptionally strong, says Bank of America's Vivek Arya
Vivek Arya, Bank of America Securities senior semiconductors analyst, joins 'Squawk Box' to discuss Arya's thoughts on Nvidia's earnings results, where the disappointment is in the stock, and the analyst's thoughts on the company's Blackwell chip.
Nvidia Earnings: This Stock Is In Danger Of Hitting A Wall (Rating Downgrade)
Nvidia reported Q3 earnings after the close Wednesday to unimpressed investors. Revenue growth deceleration and gross margin declines remain concerns. NVDA still has a bright long-term future, but the short- and medium-term picture has become murky.
US Futures Head Lower As Nvidia Earnings Fail To Impress Investors: Expert Says Market Weakness Is 'Perfectly Normal,' But Late November Rally Is Still Possible
U.S. stocks could open on a negative note on Thursday after AI bellwether Nvidia Corp.'s NVDA guidance fell short of some expectations. Futures of all three major indices were down as investors processed the AI giant's earnings.
