NVIDIA Corporation (NVDA)
The Numbers Back Nvidia: Quantifying Its Prospects In A Conservative Growth Scenario
Nvidia Corporation is now a value Buy after a period of underperformance, with robust near-term revenue visibility and strong AI-driven tailwinds. China-related risks are largely priced in, with global demand offsetting lost revenue and margins rebounding to pre-ban levels. NVDA's $100B revenue growth target for FY2027 is well-supported by existing backlog and aggressive supply ramp-up.
Nvidia: This Is No Bubble, The Agentic AI Revolution Is Coming (Rating Upgrade)
Nvidia is upgraded as AI-driven growth accelerates and recent volatility offers an attractive entry point. NVDA delivered 62% YoY revenue growth with management guiding for accelerating growth next quarter. Despite competition concerns, NVDA's dominant GPU ecosystem and expanding networking products reinforce its leadership and high barriers to entry.
NVIDIA's $2B Power Play: Securing the Future of Chip Design
NVIDIA NASDAQ: NVDA has long been the bellwether for the artificial intelligence (AI) boom, commanding a market capitalization of approximately $4.37 trillion. However, the company's latest move suggests it is no longer content with simply supplying the engines of AI; it intends to control the blueprints as well.
Nvidia: A High-Conviction Buy At These Levels
Nvidia Corporation delivered record Q3 FY26 revenue of $57 billion, up 62.5% year-over-year, driven by explosive data center growth with record Blackwell shipments. Overall top line momentum expected to remain robust with strong demand for Blackwell and Hopper platforms supported by massive global AI adoption and infrastructure spending. A richer product mix, improved cost structure, and continued volume expansion should help sustain strong profitability over FY26 and beyond.
Nvidia CFO says chipmaker yet to finalize $100 billion OpenAI deal
Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at the UBS Global Technology and AI Conference in Arizona.
NVIDIA Corporation (NVDA) Presents at UBS Global Technology and AI Conference 2025 Transcript
NVIDIA Corporation (NVDA) Presents at UBS Global Technology and AI Conference 2025 Transcript
With Unrivaled Technology And Market Leadership, Nvidia Stock Is A Strong Buy
Nvidia Corporation maintains its industry leadership through relentless innovation, updating next-generation hardware annually, and outpacing competitors. NVDA's roadmap includes the Rubin (R100) chip in 2026, Rubin Ultra in 2027, and the Feynman GPU architecture in 2028, underscoring its rapid development cycle. It has significant execution and competitive risks.
NVIDIA's Q3 Data Center Sales Soar 56%: Can NVDA Sustain the Momentum?
NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.
NVIDIA Soars 27% in Six Months: Is the Stock Still Worth Buying?
NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.
NVIDIA (NASDAQ: NVDA) Price Prediction and Forecast 2025-2030 for December 2
Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 0.27% over the past five trading sessions after losing 0.35% the five prior.
Nvidia's Real Risk: Hardware That Ages Too Fast?
Michael Burry, the renowned investor known for predicting the 2008 housing crash, is once again placing bets against a seemingly unbeatable market. This time, he is focusing on the AI sector, particularly the valuations of Nvidia (NASDAQ:NVDA) and the hyperscalers purchasing its chips.
Nvidia's Growth Engine Is Far Bigger Than The Market Realizes
Nvidia remains a Buy, driven by unmatched AI leadership, record financials, and a deep ecosystem that competitors struggle to replicate. NVDA's data center and AI businesses are booming, with 62% sales growth, 73%+ margins, and strong partnerships fueling expansion into new markets like robotics. Valuation is high but justified by rapid profit growth, massive cash generation, and a robust buyback program; risks include inventory build and regulatory shifts.
