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Nvidia continues to beat market expectations with triple-digit sales growth driven by AI chip demand. While long-term projections point to massive market capitalization gains from ecosystem expansion…
Nvidia rebounded slightly after trailing rivals AMD and Qualcomm following Amazon's chip deal with Qualcomm. Despite competitive pressures, Nvidia maintains overwhelming financial dominance with data…
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending the company's financial backing of AI labs and cloud providers. Despite Huang highlighting $100 billion in contracted dem…
Nvidia and Broadcom are poised for major rebounds heading into 2027, driven by massive AI hyperscaler capital spending and compressed valuations. Nvidia projects 70% revenue growth backed by its Rubi…
Piper Sandler reiterated an Overweight rating on Nvidia with a $300 price target, representing 34% upside. Analysts highlighted Nvidia's 80% market share, surging GPU prices driven by agentic AI dema…
Chinese AI chipmaker Enflame surged 206% in its Shanghai debut, completing public listings for China's 'four little dragons'. Backed by Tencent, Enflame aims to replace Nvidia chips amid US export cu…
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending heavy ecosystem investments that drive GPU demand. Despite stock weakness amid macro yield pressures, Goldman Sachs reite…
Analysis warns that Nvidia and Micron Technology are not as cheap as their low P/E multiples suggest, pointing to cyclical earnings risks after a broad routing across the semiconductor sector.
Piper Sandler initiated NVIDIA with an Overweight rating and $300 target. CEO Jensen Huang reiterated expectations of 70% annual revenue growth, while higher projected pricing for future Vera Rubin s…
Nvidia CEO Jensen Huang pushed back against AI safety doomsayers at a Goldman Sachs conference, reaffirming strong demand and a 70% revenue growth target for next year. Huang also spotlighted Nvidia'…
BofA research reveals Nvidia is held by 82% of U.S. active fund managers, making it the most-owned chip stock. However, long-only managers overweight it modestly at 1.17 times benchmark weight, indic…
Michael Burry reduced overall portfolio exposure and closed December 2026 put options on Nvidia and Palantir. Despite trimming put positions, Nvidia remains his fourth-largest short holding as he rai…
A Zacks comparative analysis highlights NVIDIA as a superior AI investment over AMD, citing NVDA's dominant data center market share, 75% gross margins, 63.7% net margin, and attractive forward valua…
Jim Cramer urged policymakers to implement an AI kill switch amid safety warnings from Anthropic researchers. However, he reaffirmed his bullish stance on hardware providers, recommending investors s…
Piper Sandler initiated coverage on major chipmakers, naming Nvidia and Broadcom top picks with Overweight ratings. The firm highlighted surging AI compute demand, projecting a $2.2 trillion compute …
Analyst commentary highlights Nvidia and Broadcom as prime beneficiaries of surging hyperscaler AI data center spending. Robust revenue guidance, custom AI ASIC demand, and GPU dominance suggest subs…
Barometer Capital Management highlighted positive IT performance in its Q2 2026 letter, noting contributions from NVIDIA alongside new positions like SiTime Corporation. Rising data rates across AI d…
An opinion piece highlights growing risks of an artificial intelligence market bubble, citing circular financing by Nvidia, high infrastructure capex, and extreme valuations. It advises investors to …
Nvidia director Mark Stevens sold over $350 million in stock following an earnings rally, representing under 10% of his holdings. While discretionary, the sale reflects routine profit-taking rather t…
Nvidia fell over 2% amid surging Treasury yields, elevated crude prices, and reports that the US Justice Department is examining its deal structure with AI startup Groq for antitrust circumvention. T…