$NVDA
NVIDIA CorporationNASDAQ Global SelectLatest available
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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 just showed that the harness, not the AI model, is now the real hero
Nvidia published some interesting new research on Friday suggesting it's the harness, more than the underlying model, that is far more important when asking an AI to do long-horizon tasks.
Nvidia: 500 Billion Reasons Why This Is A Strong Buy
Nvidia Corporation remains my top AI infrastructure pick, retaining a Strong Buy rating ahead of earnings. Consensus expects nearly 100% YoY revenue and EPS growth for Q2, with guidance and AI demand commentary as key watch items. NVDA's robust cash generation and low capex could result in over $500 billion cash by FY29, supporting enhanced shareholder returns.
Chip Stocks Didn't Fall on Chip News This Week. They Fell on a 19-Year High in the 30-Year Treasury Yield.
The only company in the semiconductor index that reported this week posted record results.
Dan Ives is Bullish on Memory Stocks: ‘It's Their World and Everyone Else is Paying Rent'
Tech analyst Dan Ives has praise for the memory sector as demand continues to outpace supply.
Nvidia stock dubbed 'top pick' ahead of Q2 earnings
Nvidia (NVDA) stock is in focus on Friday after BMO Capital Markets said the chipmaker remains a “top pick” for those seeking exposure to the global artificial intelligence (AI) buildouts. Analyst Harsh Kumar announced an Outperform rating and $340 price target on the semiconductor behemoth heading into its fiscal Q2 earnings set to be released on August 26th (after market close).
Beat, Raise, Repeat: Nvidia's Perfect Quarters Aren't Enough Anymore
NVIDIA Corp. (NASDAQ:NVDA) reports fiscal second-quarter results next Wednesday after the market close, and the print arrives as the chipmaker's remarkable AI-driven rally faces a stagnant stretch.
Michael Burry Says the AI Buildout Is Repeating 2008: ‘The Shenanigans Are Apparent Today'
Michael Burry issued a fresh warning Friday that the AI data center boom mirrors the structural excesses that preceded 2008, arguing that circular financing, off-balance-sheet vehicles and captive insurers are quietly building leverage across the ecosystem.
Microsoft vs. Nvidia: Which AI Giant Is More Likely to Double Your Money?
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and NVIDIA (NASDAQ:NVDA) just posted the two most consequential AI earnings reports of the year.
Can Cerebras' Latest CS-4 Help the Stock in Confronting NVDA & AMD?
CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.
Starcloud raises $250M to support the creation of data center satellite network in league with Nvidia
Seattle-area space startup will use Nvidia's next-gen chip on its own next-gen satellites for AI data processing.
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...