NVIDIA Corporation (NVDA)
Nvidia: I'm Not Sweating A Drop After This Q3 Meltdown
Upgrading Nvidia to Strong Buy as Q3 FY26 $57B revenue (+62% yoy, record $10B sequential jump) and $65B Q4 guide show strong AI demand at just 38x forward earnings. B300 is now 2/3 of Blackwell revenue, which is a tailwind to both the top line and gross margins, and the Rubin was confirmed for H2 2026. The company has $500B Blackwell/Rubin visibility into 2025 and 2026, which is a strong sign that the AI buildout is far from over.
Why the once-invincible Nvidia can't save the AI trade
The artificial-intelligence trade was already starting to crack before Nvidia Corp. reported earnings, and upbeat results from the world's largest company weren't enough to flip sentiment.
The Market Is Mispricing Nvidia's AI Bull Case Again (Rating Upgrade)
Nvidia remains the dominant force as the primary AI infrastructure beneficiary, posting stellar Q3 results and raising guidance above Wall Street expectations. Yet, the market was surprisingly disappointed. NVDA's full ecosystem advantage, expanding into networking and software, cements its moat despite market concerns over AI circular financing and valuation. The AI infrastructure buildout, projected to reach $3-4 trillion by 2030, positions NVDA well to raise its free cash flow margins to almost 50% by FY2028.
Nvidia Delivered. Why Did the Market Panic Anyway?
Our experts' takes on what really drove the mid-week sell-off. Was it all much ado about nothing?
Mag 7 Earnings Outlook Improves: A Closer Look
Including Nvidia, the Mag 7 group's Q3 earnings increased +28.3% from the same period last year on +18.1% higher revenues. Notably, expectations for Q4 have been rising as of late.
Investors Just Endured a Brutally Volatile Week. What's Next For the Stock Market?
The stock market is in limbo. It could be there for a while.
3 Reasons to Buy NVIDIA After Its Massive 62% Revenue Surge
NVIDIA's soaring data center demand, record Q3 results and upbeat Q4 outlook amplify the case for NVDA as AI momentum accelerates.
US weighs allowing Nvidia to sell H200 chips to China, sources say
The Trump administration is considering whether to permit Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to sell its H200 artificial intelligence chips to China, according to people familiar with the discussions. The move would mark a notable shift in US export policy as relations between Washington and Beijing show signs of improvement.
AI mania is making Nvidia a lot of money
AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania?
Nvidia Crushed It. The Market Shrugged.
Nvidia just delivered another knockout quarter and the stock went down anyway. I don't think that's about Nvidia at all, it's about a market that's suddenly more scared of AI debt than impressed by AI headlines.
US considering letting Nvidia sell H200 chips to China, sources say
The Trump administration is considering greenlighting sales of Nvidia's H200 AI chips to China, people familiar with the matter said, as a detente between Washington and Beijing boosts prospects for exports of advanced U.S. technology to China.
What's Behind the Selloff in Nvidia Stock?
Nvidia had a strong earnings report, but then shares fell as investors keep worrying about an AI bubble. Nvidia, the world's most valuable company, announced Wednesday that sales will be about $65 billion in the January quarter — roughly $3 billion more than analysts predicted.
