NVIDIA
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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...
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Nvidia’s 122.8M SpaceX Shares Deepen AI Data-Center Ties
NVIDIA disclosed a $21 billion stake in SpaceX, owning 122.8 million Class A shares as the two companies deepen their data-center partnership.The stake comes...
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SpaceX Millionaire Gains: Decades-Long Project, Not Tesla Jackpot
SpaceX stock (SPCX) trades at $148.07, with Wall Street's average 12-month price target at $226, implying over 52% upside.Starlink...
RealFi launches Cardano mainnet after 3,000-wallet testnet
The public testnet drew more than 3,000 verified active wallets, exceeding the company's 2,000 target, according to RealFi.The protocol...
Teen arrested in Spain as suspected KillSec ransomware admin
Spanish police arrested a 16-year-old Romanian national in Alicante, suspected of being the administrator of the KillSec Ransomware group.A...
