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NVDA
Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
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Nvidia (NVDA) and Meta (META) Earnings Soar on Positive Q2 Results and Upgraded Q3 Estimates | Zacks | Login to see the signal | |
Zacks Earnings Trends Highlights: Meta Platforms and NvidiaSummaryQ2 earnings show strong growth and positive estimate revisions for NVDA and META, supported by stabilizing macroeconomic conditions and encouraging management commentary, signaling improving prospects for Q3 and beyond. |
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Nvidia (NVDA) CEO Sells $38M Shares While Retaining Major Control, Impact Seen as Neutral | MT Newswires | Login to see the signal | |
Nvidia Insider Sold Shares Worth $38,220,744, According to a Recent SEC FilingSummaryNvidia CEO Jen Hsun Huang sold 225,000 shares worth over $38 million, maintaining significant indirect and direct control over the company. |
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Besi Order Dip in Q2 Boosts Q3 Outlook on AI Demand, Supporting NVIDIA (NVDA) Growth Prospects | Reuters | Login to see the signal | |
Besi sees higher Q3 orders as chipmakers adopt hybrid bonding, after Q2 dipSummaryBesi's Q2 order bookings fell due to weak mainstream computing but revenue rose on shipments. Orders are expected to grow significantly in Q3, driven by demand for advanced hybrid bonding systems used in AI computing. |
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Nvidia (NVDA) Boosted by SK Hynix’s Record Q2 Profit and AI Chip Demand Amid Tariff Risks | Reuters | Login to see the signal | |
Nvidia supplier SK Hynix to boost spending on AI chips, after record Q2SummarySK Hynix posted a record Q2 profit, driven by strong demand for AI-related memory chips supporting Nvidia. Despite tariff risks, growth prospects remain robust, boosting Nvidia's outlook given their reliance on SK Hynix's high-bandwidth memory products. |
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Nvidia (NVDA) Gains Strong Support as SK Hynix Boosts Investment, Posts Record AI Chip Profits | Reuters | Login to see the signal | |
Nvidia supplier SK Hynix plans to boost spending after record Q2 profitSummaryNvidia supplier SK Hynix raised its 2025 investment and posted record profits driven by strong AI demand and stable inventory levels. Despite competition and possible US tariffs, confidence in AI chipset growth supports Nvidia’s outlook positively. |
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NVIDIA (NVDA) and Meta (META) Earnings Rise on Strong Q2 Results and Upbeat Estimates | Zacks | Login to see the signal | |
Q2 Earnings Results Show an Improving Growth PictureSummaryPositive Q2 earnings results and rising estimates boost confidence in NVDA and META, with both companies showing steady EPS growth amid an improving macroeconomic environment and strong sector-wide performance. |
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Meta (META) and Nvidia (NVDA) EPS Estimates Climb on Strong Q2 Earnings and Positive Outlook | Zacks | Login to see the signal | |
Q2 Earnings Results Show an Improving Growth PictureSummaryQ2 earnings season shows strong beats with positive estimate revisions for Meta and Nvidia. Both companies' Q3 EPS estimates have trended upward amid a stabilizing macroeconomic environment and better-than-expected sector performance. |
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Nvidia (NVDA) Gains from Trump’s Export Controls Bolstering AI Chip Security and Congressional Backing | Reuters | Login to see the signal | |
Trump administration recommends location verification for AI chipsSummaryThe Trump administration recommends export controls with chip location verification for advanced AI chips from Nvidia and others to prevent access by adversaries, gaining bipartisan Congressional support amid broader AI-related export and infrastructure policies. |
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Nvidia (NVDA) Boosted by SK Hynix’s Record Profit on Robust AI Chip Demand | Reuters | Login to see the signal | |
Nvidia supplier SK Hynix says on track to double high-end AI chip salesSummarySK Hynix reported record quarterly profits fueled by strong demand for advanced AI-related chips, benefiting Nvidia as a key customer while competitor Samsung lags behind in high-bandwidth memory supply. |
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NVIDIA (NVDA) CEO Huang Sells $38M Shares Under Trading Plan, Impacting Short-Term Sentiment | TradingView | Login to see the signal | |
NVIDIA CEO Jen-Hsun Huang Sells 225,000 SharesSummaryNVIDIA CEO Jen-Hsun Huang sold 225,000 shares valued at $38.2 million between July 21-23, 2025, under a pre-approved trading plan, reducing his direct holdings while maintaining substantial indirect control of the company’s shares. |
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Nvidia (NVDA) Surges Amid AI Momentum While IBM's Software Growth Disappoints | MarketWatch | Login to see the signal | |
Why is IBM's stock down after an earnings beat? Here's one quibble.SummaryNvidia (NVDA) is highlighted amid strong 2025 gains and outperforming peers, despite IBM’s mixed earnings and cautious software growth. NVDA benefits from momentum in AI and tech sector leadership as IBM focuses on cloud growth and cautious guidance. |
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Nvidia (NVDA) and Meta (META) Power Up AI Expansion Despite Looming U.S. Energy Shortfall | Dow Jones Newswires | Login to see the signal | |
The AI Trade's Biggest Risk Still Needs to Be Addressed — Barrons.comSummaryRising AI demand is driving massive data center expansions requiring unprecedented power supply. Nvidia and Meta plan huge GPU clusters, but U.S. faces a critical electricity shortage that could limit AI infrastructure growth unless addressed promptly. |
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Nvidia (NVDA) Soars on AI Demand Boost, Price Target Raised Amid Tesla xAI GPU Expansion | GuruFocus | Login to see the signal | |
Nvidia AI Dominance Drives Stock Higher, Peer AMD Trails BehindSummaryNvidia shares rose amid strong AI-driven demand and an upgraded price target to $192. Heavy AI compute spending, including Tesla’s xAI GPU deployment, highlights Nvidia’s market leadership and robust data-center revenue prospects. |
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Nvidia (NVDA) Gains from Trump AI Blueprint Loosening Export Rules and Fast-Tracking Data Centers | Reuters | Login to see the signal | |
Trump administration to supercharge AI sales to alliesSummaryThe Trump administration unveils an AI strategy easing export restrictions on Nvidia chips, fast-tracking data center permits, and promoting U.S. AI industry growth to counter China. This marks a shift from Biden's restrictive policies to a more expansionist U.S. AI approach. |
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