The past month has been a bit of a slump for Nvidia (NASDAQ: NVDA), the stock having fallen 4.76%.
Eugene Hsiao from Macquarie says the reason why a number of Chinese chip start-ups had very successful IPOs lately is that they're seen as future national champions. Their products may not be as good as Nvidia's, but they are good enough to drive market excitement.
‘Leadership is about controlling the platform on which others build, not hoarding end products,' writes Aaron Ginn.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) announced that it has acquired SchedMD, the company behind Slurm, a widely used open-source workload manager for high-performance computing (HPC) and AI, in a move aimed at strengthening its AI and HPC software ecosystem. The financial terms of the deal were not disclosed.
Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Nvidia Corporation shattered the apparent growth fatigue narratives with a record Q3 that should extend into Q4 with its forecast of $65B in sales. Despite reports of cooling bottlenecks with the NVL72 racks, NVDA's Blackwell is sold out for the next four quarters thanks to “off the charts” demand. The Trump administration also pivoted with its transactional 25% tariff on H200 chips, reopening the Chinese market to NVDA.
Shares of NVIDIA Corp. (NASDAQ:NVDA) lost 4.95% over the past five trading sessions after gaining 2.08% the five prior.
Nvidia expects monster capital expenditure growth over the next five years. The company is currently sold out of cloud GPUs.
Seaport Research's negative view of Nvidia's stock hasn't panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026.
Nvidia has acquired SchedMD and said it will continue to distribute that company's open-source Slurm software.
Using prior $2B–$5B H20 upside guidance as a baseline, I model H200 net upside of roughly $3.75B–$15B if Nvidia Corporation absorbs the full fee. If NVDA splits the 25% fee with Chinese hyperscalers via pricing increases, I see net upside rising to about $4.37B–$17.5B per quarter. Even though my model is a very rough estimate, it shows that the NVDA stock upside is material.
Analyst price targets on Nvidia (NASDAQ:NVDA ) stock were initially all over the place.