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Despite strong AI-driven revenue growth, Nvidia shares dropped post-earnings amid concerns that investor expectations may outpace fundamentals and pressure from in-house chip development by customers.
Despite a 1% share decline, Wolfe Research raised Nvidia's price target to $275, citing strong demand for rack-scale systems and sustained high margins, projecting data center revenue over $450 billi…
Nvidia invests $20 billion in a large nonexclusive licensing deal with AI startup Groq to enhance inferencing technology amid regulatory challenges and intense AI market competition, aiming to mainta…
Several Nvidia insiders, including a board director, sold shares recently, but large holdings remain. Insider sales are typical and may not reflect changes in sentiment despite rising AI chip demand.
Intel's aggressive cost-cutting and new investments from Nvidia and SoftBank boost its finances, leading to strong earnings beat and stock gains, while Nvidia's stake in Intel raises strategic questi…