Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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NVIDIA (NVDA) Soars on $1.3B Lambda AI Chip Rental Deal | Reuters | Login to see the signal | |
Nvidia Agreed This Summer To Rent 10,000 Of Its Own AI Chips From The Cloud Firm, Lambda, For $1.3 Billion Over Four Years- The InformationSummaryNVIDIA struck summer agreements with cloud firm Lambda: a $1.3B, four‑year deal to rent 10,000 AI chips, plus a separate $200M deal for 8,000 more, highlighting robust demand for NVIDIA GPUs. |
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NVDA
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Nvidia (NVDA) Dips After Earnings Beat and $60B Buyback as China Sales Stay Zero | GuruFocus | Login to see the signal | |
Nvidia Smashes Q2 Estimates -- Stock Falls on Data Center Revenue ShortfallSummaryNvidia beat fiscal Q2 estimates and guided above consensus, unveiled a $60B buyback, but shares fell as data-center revenue marginally missed forecasts and China sales remain zero, creating near-term uncertainty about AI demand sustainability. |
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NVDA
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Nvidia (NVDA) Soars on Stifel Upgrade as GB300 Demand Fuels Earnings Hope | GuruFocus | Login to see the signal | |
Stifel Sees More Upside for Nvidia, Hikes Price Target Ahead of EarningsSummaryStifel raised Nvidia's price target citing strong GB300 demand and revived H20 shipments, forecasting an earnings beat and raise for the Aug. 27 report despite margin and China export risks. |
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NVDA
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Nvidia (NVDA) Tumbles on China 15% Revenue-Share Concerns Ahead of Earnings | ReutersRefinitiv | Login to see the signal | |
The Intel deal that united Trump and SandersSummaryNvidia faces earnings uncertainty as analysts probe AI demand health and the impact of a U.S. deal that redirects 15% of China sales, while Beijing's informal curbs add geopolitical risk to guidance. |
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NVDA
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Nvidia (NVDA) Braces for Earnings as China Revenue‑Sharing Uncertainty Looms | ReutersRefinitiv | Login to see the signal | |
The Intel deal that united Trump and SandersSummaryNvidia’s upcoming earnings will test AI demand and reveal impacts from a U.S. revenue‑sharing deal that allows some China sales amid Beijing discouraging GPU purchases, creating near‑term uncertainty for guidance and broader chip sector sentiment. |
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