NVIDIA Corporation (NVDA)
Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI
A sweeping agreement with startup Poolside aims to build an open artificial-intelligence ecosystem in the U.S. that would compete with Chinese heavyweights and American AI giants.
Nvidia customers reportedly warned about AI-related price hikes
Nvidia said it will raise prices for some of its largest customers by at least 15%, Bloomberg reported. The increases are expected to take effect on systems shipped early next year.
Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports
Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory chip costs soaring, Bloomberg News reported on Saturday.
Nvidia Stock Looks Like It's Slowing Down. The Market May Be Wrong.
Nvidia (NVDA -0.98%) looks like it's slowing sharply, but the headline growth rate may be hiding what's actually happening. China, tight supply, and a product transition are clouding the picture, while earnings continue to grow much faster than the stock price.
Nvidia Stock Doesn't Look as Expensive as You Think
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) trades at $215.17 as of Friday afternoon.
Nvidia's Real Test Comes After Earnings
Nvidia's Q2 consensus stands at $92.05 billion revenue and $2.09 EPS after eight consecutive quarters of beats. Q3 revenue expectations have climbed to $103.7 billion, making forward guidance more important than another routine Q2 beat. Vera Rubin, China shipments and CPUs could extend growth, with Nvidia targeting a $200 billion CPU opportunity.
Nvidia: It's All About SpaceX Now
Nvidia Corporation is undervalued ahead of Q2 FY27 earnings, with market anxiety overblown and consensus estimates overly conservative. The exclusive SpaceX partnership, targeting a 10 GW data center buildout, could drive $120–230B in incremental Nvidia revenue, unpriced in current forecasts. Nvidia trades at ~24x FY27 earnings with a PEG ratio of 0.5, offering attractive entry points relative to its hypergrowth profile.
How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend?
Nvidia (NASDAQ: NVDA) shareholders holding 100 shares of the firm are expected to receive $25 when the company's next quarterly dividend is paid.
Nvidia partners with data center developer Cloverleaf
Nvidia is doing everything it can to keep fueling the AI buildout that has underpinned its own good fortunes. On Friday, it announced a partnership with Cloverleaf Infrastructure, a company that lays the groundwork for data centers.
NVIDIA Earnings in 5 Days: Should You Buy, Hold, or Sell NVDA?
NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.
Nvidia just showed that the harness, not the AI model, is now the real hero
Nvidia published some interesting new research on Friday suggesting it's the harness, more than the underlying model, that is far more important when asking an AI to do long-horizon tasks.
Nvidia: 500 Billion Reasons Why This Is A Strong Buy
Nvidia Corporation remains my top AI infrastructure pick, retaining a Strong Buy rating ahead of earnings. Consensus expects nearly 100% YoY revenue and EPS growth for Q2, with guidance and AI demand commentary as key watch items. NVDA's robust cash generation and low capex could result in over $500 billion cash by FY29, supporting enhanced shareholder returns.
