Nvidia delivered a clean beat-and-raise quarter, with revenue up 85% Y/Y and Data Center revenue surging 92% Y/Y. NVDA doubled Blackwell/Rubin pipeline visibility to $1T through 2027, with supply commitments at $119B and no margin compression despite new architecture risks. Capital return accelerated with a dividend hike to $0.25 and a new $80B buyback, signaling management's confidence in structural free cash flow.
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the pullback to $200.09 has only made me more aggressive.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds.
Nvidia remains a structural long-term AI compounder, but I see near-term risk of valuation compression and capex digestion. Hyperscaler capex is pushing limits, with commitments outpacing earnings and free cash flow, raising the risk of a slowdown. NVDA's customer concentration and $119B in supply commitments heighten the importance of demand durability and downstream ROIC.
Nvidia stock (NVDA) edged lower on Wednesday as investors appeared to take profits across semiconductor stocks following a record-breaking first half for the sector. Shares of Nvidia fell 2.15% to $195.79 in early trading.
For some reason or another, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) just can't seem to get going.
NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well.
Following the steep correction in June, Nvidia (NASDAQ: NVDA) stock price is set to remain flat by July 31, 2026, per the prediction made on July 1 by the Finbold AI Agent.
Technical analyst TradingShot has projected a possible $165 drop in Nvidia (NASDAQ: NVDA) stock, with the decline expected by late August 2026.
TSMC's AI-driven growth outlook, manufacturing expansion and steady estimate revisions make it the preferred AI semiconductor pick for July despite risks.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026.