NVIDIA Corporation (NVDA)
Nvidia's Next Surge Is Forming
Nvidia's Data Center revenue hit $51.2B in Q3FY26, soaring 25% QoQ and 66% YoY, driving most total company sales. Management expects Q4FY26 revenue to surpass $65B, supported by unprecedented AI compute demand and accelerating Blackwell GPU adoption. Strategic partnerships with OpenAI, Google Cloud, Microsoft, Oracle, and sovereign buyers secure long-term infrastructure deployment and global market dominance.
Nvidia remains uncontested AI leader as rivals gain momentum, Wedbush says
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains the uncontested leader in the AI chip race despite rising competition from the likes of Alphabet's Google, analysts at Wedbush believe. “The AI Revolution starts and ends with Nvidia today, and that is not changing for another few years,” the analysts wrote, highlighting that Nvidia's dominance in AI hardware remains firmly established despite the growing presence of Google's TPU chips and other entrants.
AI Earnings Roundup: NVIDIA & Palantir
Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.
Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge
Nvidia ‘s (NASDAQ:NVDA) evolution from a gaming chips maker to the premier supplier for AI systems has been nothing short of astounding.
Chinese regulators reportedly bar ByteDance form using Nvidia chips in new data centers
Chinese authorities have reportedly blocked TikTok-owner ByteDance from deploying Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chips in its new data centers, according to a report on Wednesday from The Information, which cited two company employees. ByteDance, which purchased more Nvidia chips than any other Chinese firm in 2025, had been rapidly acquiring computing power to support its billion-plus users amid concerns that Washington could further restrict chip supplies.
Analysts issue new Nvidia stock price target
Despite fresh regulatory concerns, Nvidia (NASDAQ: NVDA) jumped nearly 2% on Wednesday as analysts lifted their price targets, reinforcing bullish sentiment, with Wedbush reiterating their $230 price target.
5 Things to Know Before the Stock Market Opens
Stock futures are ticking higher as the market looks to extend its winning streak to three straight days; markets will be closed tomorrow for the Thanksgiving holiday and will have an abbreviated trading session on Friday; Nvidia has responded to reports that Google's AI chips are being considered by other tech giants; HP plans to reduce the size of its workforce; and Urban Outfitters shares are soaring after the retailer reported solid earnings and made encouraging comments about its outlook for the holiday season. Here's what you need to know today.
Nvidia: A Once In A Generation Buy-The-Dip Setup
Nvidia Corporation delivered Q3 FY2025 results exceeding expectations, with revenue up 62% to $57B, driven by robust Data Center growth. Despite stellar earnings, NVDA shares declined 10% due to AI bubble concerns, sector rotation, and competitive headlines, presenting a buying opportunity. NVDA boasts a $500B order backlog through 2026, strong partnerships, and unmatched ecosystem advantages, supporting long-term growth and market dominance.
Chinese regulators block ByteDance from using Nvidia chips, The Information reports
Chinese regulators have barred TikTok-owner ByteDance from deploying Nvidia chips in new data centers, The Information reported on Wednesday, citing two company employees.
Nvidia hits back at short seller as leaked memo goes public
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is trying to kill a dangerous meme before it really takes off: the idea that its record-breaking AI chip boom is being juiced by creative financing. Over the weekend, the company sent a seven-page memo to analysts insisting it is not using “vendor financing” (the classic trick where a supplier effectively funds its own customers so they can buy more kit).
Google or Nvidia? We asked AI which stock is a better buy for 2026
As the artificial intelligence (AI) boom accelerates and investors navigate an increasingly competitive market, two of the sector's most dominant companies, Alphabet (NASDAQ: GOOGL) and Nvidia (NASDAQ: NVDA), continue to attract attention heading into 2026.
The Zacks Analyst Blog NVIDIA, AT&T and Amgen
NVIDIA, AT&T, and Amgen outperform peers as AI growth, 5G expansion, and strong drug sales drive investor optimism.
