NVIDIA

Vera Rubin production fuels Nvidia’s AI revenue surge

NVIDIA forecasted 70% revenue growth for fiscal 2028, and Q3 revenue of $108 billion, surpassing analyst expectations.Q2 revenue hit $96.2 billion, topping projections of...

Underweight Positioning Could Boost Nvidia, Says Cantor

Cantor Fitzgerald’s C.J. Muse expects NVIDIA to deliver a “monster beat” when it reports second-quarter earnings Wednesday, with many hedge funds and long-only investors...

Stocks Rise as Cooling Oil and Yields Lift Sentiment Before Nvidia Earnings

Treasury yields fell sharply, with the 10-year note dropping over 7 basis points to 4.63%Major U.S. stock indexes closed higher, led by the Nasdaq...

Nvidia vs Micron: Growth Gap Highlights AI Stock Valuation Divide

Micron stock surged 253.9% year-to-date against NVIDIA's 20.7% gain, flipping the valuation debate between the two AI chip giants.Nvidia's data center revenue hit a...

Nvidia strikes $6B deal with AI startup Poolside

NVIDIA Corp. has struck a multi-billion-dollar deal with AI startup Poolside to license technology and recruit talent.Nvidia is paying $6 billion to license AI...

Nvidia’s AI Ecosystem Support Key to Upside, BMO Says

NVIDIA is expanding beyond GPU sales into AI infrastructure investments and partnerships.BMO Capital initiated coverage with a $340 price target, citing Nvidia’s role as...

Nvidia to Deliver Adapted LPU to Chinese Clients by Year-End

NVIDIA plans small-batch deliveries of a specialized LPU variant for Chinese clients by year-end, complying with U.S. export rules without reducing raw processing power.Software...

Nvidia CPUs Seen Unlocking $20B Market, RBC Says

RBC Capital analyst Srini Pajjuri kept an ‘Outperform’ rating and $300 price target on NVIDIA, citing next-generation products that could open new CPU markets.Oppenheimer...

Latest news

Senate GOP Updated Clarity Act Targets Fake DeFi, Vote Set

Senate Republicans released an updated Clarity Act on Thursday targeting non-decentralized crypto trading protocols.The bill would require protocols controlled...

TSMC revenue hits record $16.3B, AI demand fuels 53% jump

TSMC reported a record August revenue of NT$514.8 billion ($16.3 billion), marking a 53.3% year-over-year increase and its fourth...

AI Leaves Banks Minutes to Fix Flaws: BIS

A BIS paper warns that AI is shortening the time banks have to repair software vulnerabilities.The authors say routine...