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Jensen Huang rebuffed AI catastrophe warnings while highlighting massive infrastructure demand as key growth drivers.
Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]
The S&P 500 is on pace to finish Thursday with a healthy gain of 0.77% as of this writing; however, it's a thin rally.
Nvidia Corporationâs earnings show AI infrastructure demand, but AI stock rallies may be sentiment-driven. Click for a look at what it reveals about the sector.
If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Bernstein analyst Stacy Rasgon maintains NVIDIA (NASDAQ:NVDA) with a Outperform and raises the price target from $315 to $400.
Nvidia Corporation delivered 106% revenue growth and $21.3B FCF, trading at 16x forward earnings. Click for this NVDA earnings update.
Hark today announced a multi-year strategic partnership with NVIDIA to advance personalized agentic AI, including a deep technical collaboration and gigawatt-scale compute capacity on the next-generation NVIDIA Vera
Given Nvidia's tone during the call, I think itâs fair to say ~70% revenue growth may be a floor for next year.
Nvidia Corporation is deeply undervalued with massive AI growth ahead. See the P/E, PEG, demand-supply outlook & price targets ($300-$400). Click for an NVDA stock update.
This Morning Squawk newsletter highlights five key pre-market topics for investors. All eyes are on Nvidia's earnings report, with concerns about customer concentration and potential market implications. Other key stories include Canada's retaliatory tariffs against the U.S., a proposed joint shipping route through the Strait of Hormuz, planned changes at the FDA, and Waymo's expansion into its third international market, Germany.
Prediction market traders on Polymarket are placing a 97% probability on Nvidia beating Wall Street's profit forecasts for its upcoming earnings report. Despite this confidence, Nvidia's stock recently snapped a seven-day losing streak, highlighting investor sensitivity. The market is also keenly focused on the company's guidance for the next quarter, particularly regarding new accelerator platforms and customer purchasing behavior amidst concerns about AI infrastructure returns.
Wall Street is keenly awaiting Nvidia's earnings not just for the company's performance, but as a critical indicator of the broader AI market's health and investor sentiment. Despite projecting strong financial results for Q2, concerns persist regarding the sustainability of AI spending amidst high inflation, rising interest rates, and geopolitical risks. Investors will closely watch CEO Jensen Huang's commentary on capital spending by major customers, future demand, new financing deals, and the impact of price increases on AI chips to gauge the ongoing strength of the AI trade.
Nvidia's upcoming earnings report is highly anticipated by the market due to the company's pivotal role in the AI industry. Analysts expect strong growth in adjusted earnings and revenue, but investor satisfaction hinges on whether the beat is substantial enough. Concerns about customer concentration and the impact of other companies developing their own chips will also be key topics in the CEO's commentary.
Nvidia is set to report its fiscal second-quarter earnings, with analysts estimating $2.10 EPS and $92.17 billion in revenue, almost doubling from the previous year. The company, a leader in AI chips, faces competition and rising memory costs despite massive growth and a new product cycle with its Vera Rubin AI systems. Investors are also keen to understand Nvidia's credit strategy, which involves financial firms pledging up to $500 billion in financing for AI data centers, a move that Morgan Stanley has initiated credit coverage on.
