NVIDIA
News
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...
News
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...
News
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...
News
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...
News
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...
News
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...
News
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...
News
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...
