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FORGOTTEN HISTORY: 2 - The Untold Story

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

As hyperscalers pour billions into AI, Nvidia’s results offer a new benchmark for capital spending on compute.

Fortune

Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion

I think it's obvious why us gamers are perhaps not team green's top priority right now.

PC Gamer

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Tom’s Hardware

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In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Fortune

A Santa Claus Rally Could Supercharge Nvidia Stock Into 2026. Should You Buy Shares Here?

Nvidia is the largest company globally and continues to grow at an enviable pace, driven by the AI megatrend.

Barchart

Nvidia insists it isn’t Enron, but its AI deals are testing investor faith

The chipmaker’s sprawling partnerships are driving extraordinary growth but also bank its future on the AI boom paying off quickly

The Guardian - UK

As Trump Greenlights AI Chip Sales to China, Should You Buy Nvidia Stock?

Nvidia stock continues to trade at a discount to consensus price targets in December 2025 despite its spectacular bull run over the past decade.

Barchart

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Ignore the AI Bubble Talk. Morgan Stanley Still Thinks Nvidia Stock Can Gain 40% from Here.

Nvidia stock is at the epicenter of the AI gold rush and has significant upside potential in December 2025, according to Morgan Stanley.

Barchart

Nvidia admits the $100bn 'biggest AI infrastructure project in history' OpenAI deal still isn't finalized

OpenAI’s $100 billion deal with Nvidia is a headline-grabber, but Nvidia says it’s still unconfirmed.

TechRadar

Nvidia CFO Says No 'Definitive Agreement' With OpenAI Yet, Dismisses Google TPU Threat

Despite the initial announcement, the $100 billion potential deal between Nvidia Corp. (NASDAQ:NVDA) and OpenAI is yet to be finalized, the company’s CFO revealed on Tuesday.

Benzinga

Nvidia’s CFO admits the $100 billion OpenAI megadeal 'still' isn't 'definitive'—two months after it helped fuel an AI rally

CFO Colette Kress also said the company is “absolutely not” threatened by competitors like Google.

Fortune

Four accused in black-market scheme to smuggle hundreds of Nvidia GPUs to China—while raking in millions

The smugglers are facing decades in prison for an alleged conspiracy that involved routing highly coveted chips through Malaysia and Thailand.

Fortune

As Nvidia Stock Soars Following Q3 Beat, Will Michael Burry Bite the Dust?

Nvidia stock is soaring today after reporting stellar earnings, lifting the entire tech space in the process. Is Michael Burry wrong about the bubble he sees in AI?

Barchart

Nvidia Says Surging AI Chip Demand Could Push Blackwell–Rubin Revenue Beyond $500 Billion Target As Stock Surges Over 5% After Hours

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) said that demand for its newest AI chips continues to accelerate at a pace that may drive total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Benzinga

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Fortune

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies

Nvidia, the AI chipmaker led by Jensen Huang, is on track to crack the top 10 of the Fortune 500.

Fortune

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator'

The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.

Fortune

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

The U.S has yet to formally notify Nvidia that it will get export licenses in exchange for a 15% cut of revenue.

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Fortune

Nvidia soaring stock has generated two more billionaires in Jensen Huang's C-suite

Nvidia CEO Jensen Huang—who now ranks above Warren Buffett in wealth—says generous compensation is key to retaining top AI talent.

Fortune

Nvidia drives AI boom forward despite Trump-era tariff headwinds: Wedbush analysts

The company is managing to navigate a volatile macro environment marked by shifting trade policy.

Fortune

Meet the 10 CFOs on Fortune’s 2025 Most Powerful Women in business list

The list features 100 leading businesswomen from finance, tech, health care, telecom, retail, energy, and other industries.

Barchart

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.

Fortune

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.

Kiplinger

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.

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