NVIDIA Corporation (NVDA)
An Indian company is set to build a $2 billion AI hub with Nvidia's GPUs and go public. Here's what we know so far
India's Yotta Data Services is building a $2 billion AI hub using Nvidia's chips. Yotta says demand for GPUs exceeds supply in India.
NVIDIA: Jensen Just Raised The AI Bar (Again), Buy The Post-Earnings Dip
NVIDIA delivered record Q4 results, driven by Data Center revenue and robust AI hyperscaler capex, prompting a reiterated "Buy" rating and raised price target. Q4 non-GAAP EPS of $1.62 and revenue of $68.1 billion surpassed consensus, with guidance and free cash flow trends remaining highly positive. NVDA benefits from strong demand for Blackwell and Rubin architectures, expanding into Sovereign AI, and maintaining impressive operating leverage and profitability.
NVIDIA Earnings: Good or Bad?
The big quarterly release investors have been waiting on finally arrived with NVIDIA's NVDA print now out, undoubtedly reflecting the most important of the Q4 cycle yet again. Though the company remains a late reporter, it goes without saying that its results have largely dictated market sentiment for years now, particularly so as companies continue to shell out billions for the magical GPUs behind the broader AI buildout.
Do Investors Underestimate Nvidia? CEO Jensen Huang Thinks So
Investors are underestimating Nvidia, according to its CEO.
Stocks Slip as Nvidia Drops Despite Earnings Beat | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
Nvidia Slide Shows Investors' Lukewarm Reception of Strong Earnings
Chip maker's post-earnings drop caps a season in which better-than-expected results have done little to lift indexes.
Nvidia's Business is Booming But Its Stock Is Lagging. What Gives?
Nvidia's revenue is skyrocketing. Its margins are holding up.
Time To Sell Peak Nvidia (Rating Downgrade)
Time To Sell Peak Nvidia (Rating Downgrade)
Nvidia Keeps Raising The Bar
Nvidia Corporation delivered record Q4 revenue of $68.1B, up 73% YoY, and guided next quarter's revenue to $78B, well above consensus. Gross margin expanded to 75.2%, with networking revenue a standout at $11B, signaling robust full-rack system shipments and margin strength. Management expects sequential revenue growth through calendar 2026, surpassing previous $500B opportunity guidance, with strong supply commitments into 2027.
Nvidia expects gaming chips shortage to last until year-end
A global shortage of gaming chips could last until the end of this year, an Nvidia executive has said, signaling more pain for the video game industry that is already buckling under weak sales due to slowing consumer demand.
Nvidia: The 3 Horsemen Of Tokenomics Optimization (Rating Upgrade)
Nvidia Corporation's fiscal Q4 outperformance and strong outlook reinforces resilient data center demand, with strong revenue growth raising confidence in the Blackwell and next-generation Rubin roadmaps. Yet differing from past earnings calls, management has dedicated repeated emphasis on optimizing tokenomics and tokens per watt at scale. This effectively addresses recent hyperscaler commentary about power constraints being the key bottleneck for scaling AI compute and monetization.
ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat
NVDA jumps after crushing Q4 earnings and strong guidance, lifting ETF plays like SMH tied to the AI chip leader.
