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Nvidia delivered stellar fiscal Q2 earnings with revenue surging 106% YoY to $96.2 billion. Management provided blockbuster full-year guidance of 70% growth next fiscal year, far outpacing Wall Stree…
Nvidia is reportedly in advanced talks to acquire open-source AI platform Hugging Face in a $14 billion deal. The transaction includes $12.9 billion for the acquisition plus a $1 billion employee ret…
Nvidia and CrowdStrike partnered to launch SafeMind, a new AI cyber defense system utilizing Nvidia's Nemotron models. The platform simulates and defends against autonomous AI cyberattacks, with pote…
Nvidia is investing $3 billion in data center developer SB Energy ahead of its U.S. IPO, expanding its AI infrastructure footprint alongside OpenAI. The deal includes $1.5 billion in private placemen…
Hut 8 is developing a Texas data center leased by Nvidia under a $35 billion cloud computing deal involving Anthropic and Lambda, reinforcing strong demand for AI infrastructure and cloud expansion.
NVIDIA is entering the custom AI chip space with NVHBM technology, challenging Broadcom by securing Amazon's Annapurna Labs as an early customer. Despite slight premarket declines amid broad tech pul…
Nvidia has reportedly revived its Rubin CPX AI accelerator with a major redesign and scheduled production for Q1 2027, according to analyst Ming-Chi Kuo. The standalone module targets enhanced AI inf…
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda to boost Claude AI compute. Concurrently, Nvidia paused parts of its credit financing initiative for cloud partners follo…
Cathie Wood's Ark Invest executed a major semiconductor rotation, selling $95 million worth of AMD shares to buy $53 million in Nvidia and $41 million in Broadcom. The reallocation highlights surging…
Nvidia's $5.5T market cap is driven by its AI chip dominance and strategic investments in key AI players like Intel, SpaceX, and CoreWeave. The company is strategically expanding its ecosystem, with …
JonesTrading's O'Rourke compares the current AI boom to the late 1990s dot-com bubble, warning of inflated valuations and risks from subsidized vendor financing for tech leaders like Nvidia, which he…
Nvidia (NVDA) surged 9% on strong earnings, confirming a bullish island reversal and establishing a double-bottom-with-handle pivot. The stock is nearing its annual peak and technical indicators favo…
NVIDIA reported blockbuster Q2 fiscal 2027 results, with revenue surging 106% year over year due to robust AI data center demand. The company provided strong Q3 revenue guidance of $108 billion, indi…
Nvidia reported a significant earnings beat, but shares are struggling to react positively. A Seaport Research analyst believes the company's sold-out supply limits future upside surprises, despite s…
Nvidia (NVDA) continues to soar, driven by a broadening AI spending boom that extends beyond mega-cap tech to startups and traditional enterprises. Non-hyperscaler revenue surged 138% Y/Y, fueling an…
Nvidia (NVDA) reported impressive earnings, with the CEO projecting a 70% surge in sales next year and stating that AI demand is accelerating. This bullish outlook drove NVDA shares up over 7% and bo…
NVDA reported stellar Q2 results, beating revenue and EPS estimates while providing strong Q3 guidance. This highlights robust AI-chip demand and data-center spending, boosting the overall sector sen…
Nvidia expects gross margins to decline from Q2 levels due to soaring memory costs driven by the AI buildout. While revenue growth remains strong, profitability will face pressure until higher prices…
Nvidia defended its financing strategy against 'circular demand' claims during its earnings call. Despite record revenue and bullish Q3 guidance, critics like Michael Burry remain skeptical of the ri…
Raymond James raised Nvidia's price target significantly to $515 from $352, indicating strong bullish sentiment despite a slight dip in the stock price today.