NVIDIA Corporation (NVDA)
Nvidia CEO Jensen Huang Rejects ‘AI Bubble' After Record Q3 Results
During Nvidia's third-quarter earnings presentation on Thursday (Nov. 19), CEO Jensen Huang pushed back on the idea that artificial intelligence (AI) spending is overheated. “There's been a lot of talk about an AI bubble.
Nvidia Earnings Live: AI Chip Giant's Results Blow Past Wall Street Expectations, Sending Stock Sharply Higher; CEO Huang Cites "Off the Charts" Sales
Nvidia reported quarterly results that handily topped Wall Street expectations, sending the stock sharply higher in after-hours trading.
Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
In recent weeks, ahead of Nvidia's third-quarter earnings report, investors have debated whether an AI bubble has been forming. Nvidia CEO Jensen Huang rejected that premise on Wednesday's earnings call with analysts.
Review & Preview: Nvidia Scores Again
Stocks snapped a four-day skid, but hopes for a December rate cut are dimming.
A Tale of Two Tech Giants: NVDA and PANW
Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.
Nvidia says there's 'no assurance' of final agreement with OpenAI despite $100 billion pact
Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. In September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI.
Nvidia (NVDA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Nvidia (NVDA) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Nvidia (NVDA) Beats Q3 Earnings and Revenue Estimates
Nvidia (NVDA) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $0.81 per share a year ago.
Nvidia: Stellar Q3 And Explosive Guidance Make The Bear Case Harder (Upgrade)
Nvidia Corporation is upgraded to a "cautious Buy" after strong Q3 earnings and stellar Q4 guidance reinforce its growth momentum. NVDA reported Q3 revenue of $57 billion, beating expectations, with Data Center revenue up 25% QoQ and robust guidance for continued growth. NVDA stock valuation remains reasonable at ~30x forward earnings, with optionality for further upside if current momentum persists, despite potential cycle risks.
Nvidia: Seismic Quarter Redefining AI Markets
Nvidia Corporation delivered exceptional revenue growth last quarter, fueled by robust demand from generative AI labs and hyperscalers. NVDA maintains strong pricing power and gross margin expansion as hyperscalers increase capital expenditures and AI demand remains steady. Medium-term risks include circular financing and the need for LLM companies to become self-sustaining, while automotive offers future growth potential.
Nvidia's revenue is bigger story than gross margins moving forward, says Susquehanna's Chris Rolland
Chris Rolland, Susquehanna senior semiconductor analyst, joins 'Fast Money' to talk Nvidia quarterly results and investors call.
Nvidia Stock: Time To Sell
Nvidia Corporation is primed to report earnings Thursday. With the U.S. economy teetering and AI sentiment turning bearish, a draw-down feels possible. Despite probably continued success in the near-term, NVDA is facing stiff headwinds in the years ahead.
