NVIDIA
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Nvidia Networking Sales Soar 143%, Outpace Data Center
NVIDIA's data center networking sales skyrocketed 143% year-over-year, reaching $31.34 billion for fiscal year 2026.This explosive growth is driven by its 2020 acquisition of...
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Nvidia AI Segment Eyed for $50B by 2030
Analyst Gene Munster estimates 70% of NVIDIA’s revenue currently comes from just eight major companies, raising concerns over long-term growth sustainability.Munster remains optimistic about...
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Nvidia Projects $78 Billion Revenue, Topping Estimates
NVIDIA's Q4 revenue surged 73% year-on-year to $68.1 billion, significantly surpassing analyst expectations.The company's data center division revenue grew 75% to $62.3 billion, driven...
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Nvidia’s Q4 Earnings Seen as S&P 500 Tell
NVIDIA's Q4 earnings are viewed as a critical test for the S&P 500 due to the chipmaker's substantial 7% market weighting.Market strategist Jay Woods...
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Nvidia Stalls at $190 as Earnings Loom
NVIDIA stock has been stagnant near the $190 price level for the last two months, signaling stalled growth.The company trades at less than 24...
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Analyst Sees Nvidia Sales Soaring 65% in 2026
Analyst Gene Munster projects NVIDIA sales could grow 65% this year and 40% in 2027, exceeding consensus estimates.Catalysts include higher cloud company spending, booming...
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Google Boosts Funding to Partners to Rival Nvidia
Google is boosting financial support to data-center partners to spur adoption of its AI chips, aiming to compete with NVIDIA.The company is reportedly considering...
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Nvidia, Meta Expand AI GPU Partnership; Shares Soar
NVIDIA and Meta have expanded a multi-year partnership where Nvidia will supply millions of its Blackwell and Rubin GPUs to Meta.Nvidia stock rose 2.7%...
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China-Backed Operation Dragon Weave Targets Czechia, Taiwan
A China-aligned cyber espionage campaign, Operation Dragon Weave, has targeted officials and citizens in the Czech Republic and Taiwan.The...
Druckenmiller Sells $153M in Google Stock Amid AI Valuation
Billionaire investor Stanley Druckenmiller sold $153 million in Alphabet Class A shares.The sale reflects disciplined profit-taking, not a negative...
Strategy Sells 32 BTC, Abandons “Never Sell” Stance
Bitcoin treasury firm Strategy has sold 32 BTC for roughly $2.5 million, reversing its long-held "never sell" stance.The funds...
