NVIDIA
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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
Remote attacker crashes HTTP/3 servers with single request
FoxIO disclosed a denial-of-service flaw in HTTP/3 servers that allows unauthenticated attackers to crash them with a single connection.The...
IBM Revenue Beats on Mainframe Recovery, Ups Cash View
IBM reported third-quarter revenue of $17.1 billion, surpassing analyst expectations of $16.83 billionThe company recovered roughly two-thirds of delayed...
Crypto PAC Defend American Jobs spends $24M in Ohio
Crypto-backed Super PAC Fairshake transferred over $24 million to its affiliate Defend American Jobs in September.Defend American Jobs spent...
