NVIDIA projects massive ~70% revenue growth for fiscal 2028 driven by hyperscaler demand. The company is also in late-stage talks to acquire Hugging Face for $14 billion, expanded its custom chip par…
Nvidia reported stellar earnings last week, significantly beating revenue growth estimates with a robust 70% forecast for fiscal 2028, causing shares to jump 8.7%. This week, investors await earnings…
Analyst Gene Munster reveals SpaceX now accounts for approximately 5% of Nvidia's revenue, up from 3%, signifying a major new hyperscaler customer for Nvidia's AI infrastructure. Despite an accountin…
Nvidia and Broadcom are using private capital and debt financing (not balance sheet) to fund massive AI infrastructure buildouts, potentially unlocking $350B and $140-200B in revenue respectively, th…
Nvidia shows record-breaking revenue and data center growth, fueling bullish sentiment. However, comparisons to the dot-com era's Cisco by TS Lombard raise valuation concerns, suggesting investor exp…
Nvidia exhibits strong long-term fundamentals, highlighted by a 67.4% annualized revenue growth and an 81.5% EPS growth rate over five years. With high free cash flow margins of 47.5%, the company ma…
Nvidia reported 85% revenue growth to $81.6B and 147% operational cash flow increase. The company raised dividends and announced $80B buyback authorization, though significant capex commitments raise…
NVIDIA stock faces a steep technical sell-off after forming a bearish head-and-shoulders pattern, despite strong revenue growth and promising fundamentals. A deeper short-term correction is likely, w…
Nvidia reported 54% revenue growth for 2025, leads global chip market, and benefits from strong AI demand despite regulatory challenges and U.S. export limits. Large institutional and retail buying s…
Nvidia led the booming semiconductor market with $150.3B revenue, growing 54% driven by AI demand. The global chip market surged past $830B in 2025 and may exceed $1 trillion by 2026 due to AI expans…
Nvidia led the booming semiconductor market in 2025 with $150.3 billion revenue, up 54%, driven by AI demand, contributing to an $830 billion market and expected to exceed $1 trillion by 2026.
Citi highlights Nvidia's strong AI-driven revenue growth and guidance, emphasizing data center demand and scaling hyperscaler spending on AI infrastructure through 2026.
Nvidia forecasts $65B revenue with 65% EPS growth for Q4 and expects $70.8B revenue in Q1 2027 driven by strong demand for its efficient Blackwell AI platform.
NVIDIA projects record Q4 fiscal 2026 revenues exceeding $65 billion, driven by strong data center demand fueled by AI chip adoption and expanded cloud infrastructure investments.
Nvidia is investing $500 billion in AI server production in the US, boosting revenue tenfold in Singapore. However, Bank of America advises a short-term rotation away from AI spenders like Nvidia tow…
NVIDIA leads the AI semiconductor market with strong revenue growth and new GPU architectures, but faces relative valuation concerns versus Micron, which offers higher EPS growth and a better investm…