NVIDIA Corporation (NVDA)
Banking giant updates Nvidia stock price
Banking giant UBS has reaffirmed its bullish stance on Nvidia (NASDAQ: NVDA), citing strong long-term demand visibility and sustained margin strength.
Nvidia to invest $4 billion in two photonics companies
Nvidia has announced it is investing a combined $4 billion in two photonics companies. Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.
Bull of the Day: NVIDIA (NVDA)
Once again, NVIDIA ( NVDA ) numbers and guidance knocked the cover off the ball in their Q4 report last Wednesday. NVDA shares were NOT priced for perfection beforehand.
Nvidia: The Panic Buying Opportunity That I've Been Waiting
Nvidia is now upgraded to Strong Buy, as recent earnings and guidance demonstrate exceptional growth and profitability despite market profit-taking. NVDA posted over 70% revenue growth in Q4, guided for 78% Q1 growth, and achieved 47% free cash flow margins, underscoring dominant industry positioning. Concerns about hyperscaler competition (AMZN, GOOGL) and potential market share erosion are acknowledged, but NVDA's CUDA moat and scale remain formidable.
This could be Nvidia's next big move, with the stock in search of a positive catalyst
The Wall Street Journal reported late on Friday that the company is soon planning to debut an inference-oriented chip platform that brings in technology designs from Groq, the startup that Nvidia NVDA-4.16% struck a $20 billion licensing deal with at the end of last year. Through that deal, Nvidia also brought Groq employees, like founder Jonathan Ross, on board.
NVIDIA: I'm Buying Post Earnings
NVIDIA remains a Strong Buy as it cements its role as the indispensable AI infrastructure gatekeeper, delivering robust earnings and guidance. NVDA's data center segment now drives 91.5% of revenue, with networking revenue surging 263% YoY, reflecting a full-stack platform shift. Sovereign AI demand is accelerating, with revenue tripling to over $30B as nations invest in domestic GPU clusters for digital autonomy.
Nvidia plans new chip to speed AI processing, WSJ reports
Nvidia plans to launch a new processor designed to help OpenAI and other customers build faster, more efficient AI systems, the Wall Street Journal reported on Friday, citing people familiar with the matter.
Nvidia Plans New Chip to Speed AI Processing, Shake Up Computing Market
Under pressure from rivals, the chip giant is set to offer a new product focused on rapid processing of AI queries for ‘inference' demand.
Buy the Dip in Nvidia Stock After Q4 Earnings, or is it Too Soon?
Despite posting blowout quarterly results as usual, Nvidia stock is now down over 6% since its Q4 report on Wednesday amid AI sustainability concerns.
Your Post-Earnings AI Playbook
For years, legendary investor Louis Navellier has called NVIDIA's earnings report the “grand finale” of earnings season.
NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026
NVIDIA and Broadcom both posted blockbuster AI-fueled quarters, but differences in growth, debt and valuation set one apart as the smarter buy.
Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.
