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NVIDIA's data center segment surged 75% YoY driven by AI demand, with record $62.31B Q4 revenues. Strong near- and long-term outlook fueled by new AI platforms and expanding cloud orders supports bul…
Oracle's weak earnings and U.S. policy favoring Nvidia over AMD raise concerns about AI spending slowing, benefiting Nvidia's market position and chip shipments to China.
Nvidia will invest up to $100 billion in OpenAI and signed a letter to deploy at least 10 GW of Nvidia chips for OpenAI, lifting NVDA shares and signaling major demand for AI infrastructure.
Zacks highlights Alphabet's strong cloud and search momentum—Google Cloud tops a $50B revenue run rate, AI features expand engagement, and a DOJ ruling spares Chrome/Android divestiture amid cloud co…
Oracle's cloud deals and OpenAI compute contract boosted its stock and Ellison's fortune; Oracle leaned on Nvidia GPUs instead of custom chips, fueling demand for Nvidia while raising partner concent…
Stifel 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.