NVIDIA Corporation (NVDA)
China's ByteDance Gets Access to Top Nvidia AI Chips
TikTok's parent company has global ambitions to compete with companies such as Google and OpenAI by offering a range of AI applications for everyday users.
Why Nvidia's Moat Keeps Expanding
Nvidia Corporation delivered $68 billion in quarterly revenue, with $62 billion from data centers, highlighting extraordinary demand for AI infrastructure and accelerated computing. Networking revenue reached $11 billion, proving NVLink, Spectrum-X, and InfiniBand are becoming as strategic as GPUs in large AI clusters. Gross margins remain around 75% with massive free cash flow generation, reinforcing Nvidia's platform economics rather than traditional semiconductor profitability dynamics.
Nvidia: One Answer That Scared Investors (Rating Upgrade)
Nvidia Corporation delivered a blockbuster Q4 earnings report, surpassing expectations on every front. Despite strong results, NVDA shares declined post-earnings, prompting investor debate over ASICs and growth runway. I argue that the real reason for the surprising decline post-earnings comes down to a specific comment made by CEO Jensen Huang when asked about hyperscalers' cash flows.
NVIDIA Invests $2B in Nebius: Time to Add NBIS to Your Portfolio?
Shares of artificial Intelligence infrastructure company Nebius Group N.V. NASDAQ: NBIS surged over 16% on March 11 after NVIDIA NASDAQ: NVDA announced a $2 billion investment in the company.
Nvidia Executives Join AI Investment Firm Raising $250 Million
Two former executives from Nvidia (NVDA) are moving into the investment arena, joining a young New York firm that has been quietly building exposure to artifici
Should You "Buy" or "Sell" Nvidia Stock Ahead of GTC AI Conference
Investors are weighing whether to buy Nvidia (NVDA) ahead of the company's annual GTC AI conference on March 16.The chipmaker has shifted from a gaming focus to
Spring Rally Looms as Tech Retakes Baton: Stocks to Watch
The fundamental and seasonal ingredients for a spring rally appear to be aligning.
Nvidia stock is over 2% down today: why investors are booking profits
Nvidia stock (NASDAQ: NVDA) slipped 2% on Thursday to hover near the $182 mark amid geopolitical headwinds and macroeconomic anxiety. The plunge came after few days of healthy gains as Nvidia stock battered the broader market weakness on the back of strong bullish factors.
Is Nebius Set to Gain AI Cloud Momentum After NVIDIA's $2B Commitment?
NVDA's $2B investment in Nebius to build next-gen hyperscale AI cloud infrastructure sends the partner's shares up 16% and expands collaboration across the AI stack.
Investors Worry About The ‘B Word' With Nvidia Stock at These Levels | NVDA
Nvidia ( NASDAQ:NVDA | NVDA Price Prediction) just reported $68.1 billion in quarterly revenue, up 73% year over year, and the stock barely moved.
After $2 Billion Nvidia Investment, Nebius Group Just Became the Real Neocloud Winner
Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) just announced it is investing $2 billion in neocloud star Nebius Group ( NASDAQ:NBIS ), echoing the similar-sized stake it took in peer CoreWeave ( NASDAQ:CRWV ) earlier this year.
Nebius: Why NVIDIA's $2B Bet Cements its AI Leadership
Nebius is solidifying its status as the backbone of the next industrial revolution following a massive $2 billion investment and strategic partnership with NVIDIA.
