$NVDA
NVIDIA CorporationNASDAQ Global SelectLatest available
Cached dataPrice Chart
NVIDIA Corporation stands as a prominent provider of advanced graphics, computational, and networking solutions, operating across the United States, Taiwan, China, and numerous international markets. Its Graphics division encompasses GeForce GPUs, central to PC gaming and personal computing experiences, along with the GeForce NOW cloud gaming service and its supporting infrastructure, as well as dedicated solutions for various gaming platforms. For professional visualization, it provides Quadro and NVIDIA RTX GPUs for enterprise workstations, further offering vGPU software designed for cloud-centric visual and virtual computing, automotive platforms for in-vehicle infotainment, and the Omniverse software suite, facilitating 3D design and virtual world creation. The Compute & Networking segment is a cornerstone for AI, high-performance computing (HPC), and accelerated data center platforms. It integrates Mellanox networking and interconnect solutions, delivers automotive AI Cockpit technologies, fosters autonomous driving development through strategic agreements, and offers comprehensive autonomous vehicle solutions. This segment also manufactures cryptocurrency mining processors, supplies Jetson platforms for robotics and other embedded applications, and offers enterprise AI software, including NVIDIA AI Enterprise. These diverse offerings find widespread application across the gaming, professional visualization, data center, and automotive sectors. NVIDIA distributes its portfolio through a broad ecosystem, engaging original equipment and device manufacturers, system integrators, add-in board makers, retail channels, software vendors, internet and cloud service providers, automotive companies (both manufacturers and tier-1 suppliers), mapping firms, nascent technology ventures, and other industry stakeholders. A notable strategic partnership exists with Kroger Co. Founded in 1993, NVIDIA Corporation maintains its corporate headquarters in Santa Clara, California.
www.nvidia.comNews
Nvidia: The Greatest Company At A Fair Price
Nvidia Corporation remains a Strong Buy, as I anticipate robust forward guidance and continued execution on the Rubin ramp. Key metrics to watch are next quarter's revenue guidance, $1T visibility extension, gross margin resilience amid HBM4 costs, and financing platform disclosures. NVDA stock trades at a forward P/E of 23.1 and outperforms peers in growth, profitability, and return metrics, supporting its premium valuation.
Nvidia FQ2 Preview: I'm Seeing A 50%+ FCF Discount
Nvidia Corporation is scheduled to release its FQ2 2027 earnings report on August 26. EPS revisions for FQ2 are dominantly bullish, but still fail to fully reflect NVDA's upside. I expect NVDA's updated cash flow for FQ2 and the full year 2027 to lead to more than a 50% FCF (free cash flow) valuation discount versus the current share price and/or close.
A Famed Billionaire Tech Investor Just Sold Nvidia Shares to Buy These 2 AI Chip Stocks
Nvidia stock is cheap, and it continues to have big opportunities ahead. Cerebras has the potential to be a huge winner in inference.
Nvidia Stock Gets Votes of Confidence Ahead of Earnings
Nvidia stock could close its performance gap with chip peers if it delivers on earnings, according to Wall Street analysts.
Billionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly by Almost 500%
Quarterly-filed Form 13Fs provide a concise snapshot of the stocks that Wall Street's brightest money managers purchased and sold in the latest quarter. Profit-taking likely headlined Dan Loeb's selling activity in some of Wall Street's foundational AI stocks during the second quarter.
AFG Fiduciary Services Limited Partnership Has $694,000 Holdings in NVIDIA Corporation $NVDA
AFG Fiduciary Services Limited Partnership lessened its position in NVIDIA Corporation (NASDAQ: NVDA) by 99.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,564 shares of the computer hardware maker's stock after selling 727,500 shares during the quarter. AFG Fiduciary Services
Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding
Although Nvidia is best-known for its dominance in artificial intelligence (AI)-accelerated data centers, it's also quite the investor. A sizeable investment in AI start-up xAI has paid significant dividends since the start of the year.
Billionaire Stanley Druckenmiller May Have Just Repeated His "Big Mistake" With Nvidia -- This Time With a Chip Stock That Rose 300% in the First Half of 2026
Druckenmiller has admitted to recognizing that he sold Nvidia stock too soon back in 2024.
Focus Financial Network Inc. Sells 23,393 Shares of NVIDIA Corporation $NVDA
Focus Financial Network Inc. trimmed its position in NVIDIA Corporation (NASDAQ: NVDA) by 1.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,598,701 shares of the computer hardware maker's stock after selling 23,393 shares during the period. NVIDIA comprises
Allied Private Wealth LLC Invests $4.59 Million in NVIDIA Corporation $NVDA
Allied Private Wealth LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ: NVDA) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 22,476 shares of the computer hardware maker's stock, valued at approximately $4,588,000. NVIDIA comprises approximately 2.9%
FinancialPress Discussion — $NVDA
demo_semis
TSMC April revenue came in at NT$349B — +60% YoY and well above street consensus. N3 process node is the driver: both Apple and NVIDIA are ramping hard. Capacity constraints are real and pricing power is intact through 2025. Strong read-through for NVD...
demo_semis
AMD's MI300X is gaining inference market share. In LLM inference benchmarks it now matches H100 at 70% of the price. Training moat is intact but inference is genuinely contested. Watch gross margin mix shift as inference workloads grow. This is a real ...
demo_high_conviction
NVDA consolidated 18% off highs over 6 weeks. The thesis is unchanged: Blackwell is the primary AI infrastructure chip through 2026 and demand is capacity-constrained. The consolidation was multiple compression, not fundamental deterioration. Re-entere...
demo_semis
H200 ASPs are running 35-40% above H100 at equivalent capacity configurations. NVDA's wafer costs from TSMC are incrementally higher but not proportionally so. The ASP expansion on Blackwell architecture is flowing directly to gross margins. My model h...
dev_credible
Channel checks as of this week show Blackwell H200 lead times at 22 weeks, down from 28 weeks last quarter. This is a 6-week compression in 90 days. If this pace holds, supply will clear faster than the Street's Q2 FY2026 assumptions. NVDA gross margin...
demo_high_conviction
## The Consolidation Context NVDA pulled back 18% from its high over six weeks. In that period: - No negative fundamental news - No guidance revision - No competitive development that changes the thesis - One export control update (manageable, not th...
demo_semis
## The Core Argument NVIDIA's Blackwell architecture delivers a 35–40% ASP premium over Hopper at equivalent configurations. TSMC manufacturing cost for B100/B200 wafers is higher than H100 — but not proportionally. The delta flows directly to gross m...