The Wall Street Journal reports the graphics and AI chip giant will soon take on Intel, AMD, Qualcomm and Apple for consumer laptop chip supremacy.
Nvidia is set to report earnings after the closing bell Wednesday, with traders anticipating a sizable move from the AI chipmaker's stock.
The breakdown of Nvidia Corporation's $100 billion AI deal with OpenAI could indicate that NVDA has more profitable options for its superior GPUs. The unprecedented capital investments from hyperscalers highlight the capacity constraints of the AI industry, validating the pricing power of NVDA. When the AI bubble fears are at the top, the valuation of NVDA stock is hanging at the bottom, providing a good entry point for the next AI Capex supercycle.
From the sold-out Blackwell ramp to the untapped potential of a China reopening, NVIDIA remains the king in a scorching-hot AI industry.
We cap off "Mag 7" earnings with Wednesday afternoon's NVIDIA (NVDA) Q4 report, and see new PPI data at the end of the week.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports fourth-quarter results on Tuesday after the US market closes, and Wedbush Securities has a pointed question heading into the numbers: When will investor sentiment actually shift? The US broker maintains its outperform rating and $230 price target, against a current share price of around $190.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
NVDA readies for Q4 results, with $65B revenues in sight, as booming AI datacenter chip demand fuels surging earnings expectations.
Despite Nvidia's (NASDAQ: NVDA) $4.3 trillion growth since late 2022 and a history of beating analyst forecasts with its earnings reports, investing in NVDA stock ahead of the filings has become a fraught affair.
Nvidia's revenue expansion has been remarkable. Sales increased by 114% in FY'25.
NVIDIA faces a mechanically unfavorable setup post-earnings due to extremely bullish options positioning and high implied volatility. Implied volatility is expected to collapse from ~60% to ~30% after results, dramatically reducing call and put premiums regardless of earnings outcome. NVDA shares must clear $200 post-earnings for most call options to profit; gamma resistance and market maker hedging flows make this unlikely.