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FORGOTTEN HISTORY: 2 - The Untold Story

Analysts Warn the Clock Is Ticking for Nvidia’s Data Center Business. How Should You Play NVDA Stock Here?

Down over 20% from all-time highs, Nvidia is a chip stock that trades at a discount to consensus price targets in May 2025. Is NVDA stock still a good buy?

Barchart

Donald Trump’s Trade War Is Heating Up. Should You Sell Nvidia Stock Now?

The best strategy right now is to hold Nvidia stock and wait for tariff clarity.

Barchart

Nvidia says America's trade war with China is hurting revenue, warning Trump's tariffs have added a big 'unknown' to its future outlook

CEO Jensen Huang said Nvidia sales in China are half of what they were before export controls.

Fortune

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Stock Market Today: Mixed Messages Muddle Markets

Stocks cruised into pre-market action on encouraging news for the AI revolution but stumbled on yet another policy disturbance.

Kiplinger

Find Out What Wall Street Analysts Are Predicting When Nvidia Reports Earnings This Week

Nvidia, an AI giant, is down almost 15% from all-time highs. The tech stock is forecast to report its fiscal Q4 earnings this week and is expected to beat Wall Street estimates.

Barchart

Legendary Investor Stanley Druckenmiller Dumped Nvidia Stock Last Year. Should You?

Should investors mirror Druckenmiller’s move to offload Nvidia shares, or should they stay bullish on the chip giant’s AI-driven growth story?

Barchart

Why Nvidia is betting on agentic AI use for enterprises

The tech giant is preparing for its next phase of growth.

Fortune

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Nvidia, flush with cash, looks to acquire new talent through mergers and acquisitions

Nvidia may be looking to buy other companies to expand its capabilities. In a recent conference, its CFO specifically mentioned the prospects for growth through mergers and acquisitions.

Tom’s Hardware

Nvidia warns of gaming GPU shortage this quarter, recovery in early 2025 — Chipmaker rakes in record profits as net income soars by 109% YoY

Nvidia's CFO expects weaker gaming GPU revenue in Q4 24 due to a supply-demand mismatch. A decline in production and supply of Ada right before the Blackwell launch makes sense, especially with the apparent delays in getting RTX 50-series out the door.

Tom’s Hardware

Corporate adoption is turbocharging the AI market, says top tech analyst

OpenAI and Nvidia are at the forefront of the AI revolution, according to Dan Ives.

Fortune

Meet the 9 CFOs on Fortune’s 2024 Most Powerful Women list

The list of 100 executives spans the globe.

Fortune

Nvidia smashed earnings expectations. Thank Colette Kress

“She is extremely well respected both internally at Nvidia and across the tech industry."

Fortune

Nvidia's CFO says the 'Enterprise AI wave' has begun and Fortune 100 companies are leading it

Companies are investing in generative AI applications, according to Colette Kress.

Fortune

Nvidia blows past expectations with record Q2 earnings but shares fall

With expectations leading up to Nvidia's earnings results running red-hot, a strong topline beat and forecast was not enough to satisfy investors.

Fortune

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International Business Times UK

Nvidia Likely To Announce Surprise Positive Earnings Next Month, Says Goldman Sachs After Meeting Top Company Exec

Nvidia continues to witness high demand for its AI GPUs and will start disclosing ROI metrics for end users from the next earnings call onwards.

Fortune

Nvidia’s CFO has been ‘instrumental’ in success and ‘key to Jensen’s vision,’ top analyst says

Colette Kress joined Nvidia as CFO in 2013.

Tom’s Hardware

Surging AI demand sees Nvidia full-year revenue hit $60.9 billion in 2023

Nvidia's fourth quarter FY2024 earnings hit $22.1 billion on AI frenzy.

Fortune

Nvidia's revenue just soared 206% year-over-year—but its stock is dropping. It could have to do with a valuation 'disconnected from reality,' says noted skeptic analyst

New Constructs’ David Trainer warns that Nvidia’s stock is “priced for perfection” in a world where the ideal is a rarity at best.

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Barchart

Nvidia Stock Slides After Earnings, and China Isn't the Only Reason

Nvidia released its fiscal Q3 earnings last night, and beat on both profit and revenues, while also providing better-than-expected guidance. However, the stock is not surging as investors might have expected. Here's a look at what's pressuring the semiconductor giant after earnings.

Fortune

The CFOs at Nvidia and Estée Lauder say helping employees pay off student loans is vital. Here’s how they’re doing it

U.S. federal student loan payments are set to resume Oct. 1 after a three-year pause.

Fortune

Use Nvidia's powerful chips as a 'chokepoint' to force adoption of A.I. regulations, DeepMind cofounder Mustafa Suleyman suggests

Nvidia's chips are critical to training A.I. models—giving Washington leverage to push the chipmaker's customers to adopt its rules.

Tom’s Hardware

Nvidia: Stronger Restrictions Against China Could Hurt American Companies

20% to 25% of Nvidia's datacenter revenue could be lost if U.S. restricts sales of datacenter GPUs to China.

Fortune

Nvidia’s CEO got $4.2billion richer overnight after earnings blew Wall Street away

Jensen Huang is knocking on the top 25 richest people in the world if Nvidia's success continues.

Fortune

Nvidia stock gained $184 billion in a day, vaulting it past Tesla. But a top analyst now calls it ‘priced for fantasy.’

David Trainer, founder of investment research firm New Constructs, ran a model showing Nvidia stock is unlikely to reward future investors at this level.

PC Gamer

Nvidia doesn't care if you don't like its new graphics cards, AI is going to make it $11B in just 3 months

Say what you like, gaming isn't the big thing for Jen-Hsun and co. right now.

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Stanley Druckenmiller

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