NVIDIA Corporation (NVDA)
NVIDIA's Gross Margin Hovers Near 75%: Can NVDA Maintain This Level?
NVIDIA Corporation NVDA is delivering unusually high profitability, with gross margins hovering around 75%. In the fourth quarter of fiscal 2026, NVDA reported a GAAP gross margin of 75% and a non-GAAP margin of 75.2%.
Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening
Nvidia Corporation's Blackwell revenue was $184 billion in 2025 when you combine compute and networking, along with the $320 billion expected in 2026, which comes out to the $500 billion quoted at GTC. Today, the consensus is at $480 billion. All else equal, those revisions could potentially represent an NVDA alpha of 63%. NVDA expects Groq to help drive up to a 15X increase in tokens per second, directly translating into higher tokens per megawatt.
Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
Jensen Huang said something that should reframe how you think about Nvidia's growth story.
Chinese chipmakers claim nearly half of of local market as Nvidia's lead shrinks, IDC says
Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position in one of its most important overseas markets, according to data from an IDC report reviewed by Reuters.
Nvidia Stock Suffers Rare 2-Quarters Loss. History Gives Reason for Hope.
Nvidia stock has suffered two consecutive quarterly losses for the first time in years. The chip maker's record suggests there's hope for a comeback
Options Corner: NVDA, WDC, AA
Tech and aluminum take Tom White's attention in today's Options Corner. He turns to unusual options activity in Nvidia (NVDA), Western Digital (WDC), and Alcoa (AA) as markets rally on positive U.S.-Iran War developments.
5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper NVLink Fusion ecosystem expansion.
Why NVIDIA's $2B Bet Validates Marvell
Marvell Technology has successfully navigated the transition from legacy hardware to the forefront of the AI infrastructure explosion.
Why Nvidia stock is surging over 3% today
Nvidia shares surged more than 3% on Tuesday, tracking a broader recovery in equities as investor sentiment improved. The Dow Jones Industrial Average jumped 533 points, or 1.2%, while the S&P 500 gained 1.5%.
Why I'm Staying Cautious on NVIDIA—and the Stocks I Prefer Instead
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is back in a bear market, and with the $170 support level breaking down, the next stop might lie closer to $140 per share.
NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are trading up 2.5% in early trading on Tuesday, following the announcement of a $2 billion strategic investment in Marvell Technology (NASDAQ:MRVL).
Nvidia: Something Big Is Coming
Nvidia remains well-positioned for aggressive growth, supported by robust Q4 results and Q1 guidance exceeding expectations. Major hyperscaler AI CapEx, sovereign AI expansion, and renewed China sales underpin Nvidia's long-term revenue growth potential. My DCF model indicates Nvidia's fair value at $281.94/share, close to the street's $268.22 target.
