NVIDIA Corporation (NVDA)
This Single Nvidia Policy Keeps Me Hitting The Buy Button
I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team can send a long-term holder.
NVIDIA's 75% Margins vs TSMC's Foundry Gamble: Two Paths to AI Dominance, One Winner
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) sit on opposite ends of the same AI supply chain.
Why Nvidia (NVDA) is a Top Growth Stock for the Long-Term
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Will NVIDIA Stock Surge On Its New $200B CPU Ambitions?
This article was written by Doug Nathman, with research by his team at Trefis.
Nvidia: The TSMC Earnings Release Was A Warning Shot
TSMC's Q2 earnings outperformance and significant capex raise reinforces the durability of robust AI and HPC demand critical to Nvidia's outlook. The accelerating N3 ramp and higher HPC mix provide tangible support for timely Vera Rubin deployments later this year, while also improving Nvidia's supply availability. Expanding advanced-node capacity from TSMC should also improve visibility into Nvidia's ability to convert accelerating agentic AI demand into sustained data center revenue growth.
Nvidia Pushes Into a Big New AI Market That Could Rally the Stock
Nvidia stock has been slow to rally but business in Japan and a robotics push could help in the future.
Nvidia: Jensen Huang Just Blessed His Own Shares
Nvidia Corporation remains a dominant AI platform leader, with CEO Jensen Huang directly refuting recent Vera Rubin and Kyber production delay rumors. Kyber rack innovations are set to double GPU density and drive the next phase of NVDA's AI revenue expansion, with no confirmed shipment delays. Despite delays, Nvidia could likely beat H2 data center revenue expectations by 20%. An on-track Kyber roadmap would boost the beat magnitude even further.
The Biggest Reason I'm Buying Nvidia Over and Over Right Now
I keep buying NVIDIA. Every paycheck, every pullback, every time the headlines swing bearish on AI capex, I click buy again on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction).
Nvidia Might Be a Massive Winner as SpaceX's Orbital Data Centers Take Off
It really does feel like shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have finally reached a bit of a ceiling, and while the new high bar is set just north of $235 per share, it's not all that much higher than the consolidation channel that the stock spent most of the past year hovering around.
Nvidia unveils new AI model and expands Japan's physical AI ecosystem
Nvidia introduced its new AI model Cosmos 3 Edge. The company plans to expand physical AI ecosystem in Japan with local partners.
Nvidia, Noetra to Build AI Factory to Power Japan's AI Ambitions
The AI factory will provide the computing foundation to develop multimodal foundation models for physical AI.
Nvidia stock: this quiet Japan deal could unlock NVDA's next growth frontier
Nvidia's latest Japanese collaboration may not change earnings forecasts overnight, but it offers a glimpse of where the chipmaker expects artificial intelligence to travel next. Fujitsu is bringing together FANUC, Yaskawa Electric and Kawasaki Heavy Industries to explore a physical-AI control platform using Nvidia technology, with applications across factories, logistics networks and hospitals.
