UK-based startup Nscale has raised $2 billion at a $14.6 billion valuation in a funding round featuring chip giant Nvidia. The company is building AI infrastructure, including data centers and cloud access to compute.
With oil at $1o8, he question of what happens to Nvidia if oil hits $150 sounds dramatic.
Oil futures have rocketed past $100 per barrel tonight, and Wall Street is already flinching.
Nvidia stock is extremely cheap for the upside potential come 2H26. The stock experienced its worst decline in 10 months after the Q4 print, in spite of guiding for 1QFY27 sales growth of almost 15% Q/Q to $78B, versus a consensus of $72.2B. China re-entry could also unlock $20B-$30B in annual revenue, given pent-up demand and higher ASPs for H200 chips.
Nvidia reported $68.13 billion in Q4 revenue, up 73% YoY, with data center revenue reaching $62.13 billion and growing 75% YoY. The GB300 NVL72 system delivers up to 50x better performance per watt and reduces inference token costs by 35x versus Hopper. Nvidia's Rubin platform, launching in H2-2026, may reduce AI inference token costs by up to 10x compared with Blackwell systems.
NVIDIA Corporation remains a strong buy, with robust AI-driven data center growth and increasing AI CapEx, despite recent market volatility. NVDA's Q4 revenues surged 73.2% year-on-year to $68.1B, with data center revenues up 75.1% and gross margins reaching 75.2%. Price targets have been raised: base case $235.55 (32% upside), one-year forward $314.42 (77% upside), supported by higher EBITDA and free cash flow estimates.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) shares sank on Friday afternoon to close the week trading at $177.82.
You know the name, but do you know everything about Nvidia's (NVDA) core businesses? George Tsilis turns to the key drivers behind the Mag 7 giant's substantial profits.
Nvidia has adopted a new variable compensation plan for fiscal year 2027, setting a target cash bonus of $4 million for CEO Jensen Huang, according to a regulatory filing on Friday.
Just when you thought Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and its legendary founder and CEO Jensen Huang had their fill of intriguing AI deals, the GPU titan makes another pair of moves.
The consensus price target hints at a 44.4% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Nvidia Corporation remains a Buy after Q4, with robust financials and continued demand for its AI chips despite recent market skepticism. Transition to Blackwell architecture is driving margin expansion, and even older Hopper and Ampere products remain sold out in the cloud. Concerns over U.S. export permits appear overblown; supply constraints mean delayed foreign orders will be absorbed by domestic hyperscalers.