NVIDIA Corporation

9 hours ago · benzinga.com

NVIDIA Corp. (NASDAQ:NVDA) stock rose nearly 2% in Monday's premarket trading as technology stocks gained ground. Nasdaq futures climbed 0.92%, while S&P 500 futures advanced 0.54%.

9 hours ago · barrons.com

Nvidia is on a bad run but things could be about to get much worse—if its stock chart is anything to go by.

11 hours ago · fool.com

Nvidia's stock performance in 2026 has been forgettable. The business has done remarkably well in 2026.

18 hours ago · seekingalpha.com

Nvidia Corporation is set up to get a large bonus via SpaceX's massive AI data center plans, providing a significant growth catalyst. SpaceX aims for 10 GW of AI compute in 2027, potentially spending $400+ billion on NVDA chips, ensuring robust demand. BoA forecast for AI data center infrastructure spend to reach $3 trillion by 2030 is another positive indicator the AI race is still in the early innings.

23 hours ago · fool.com

Nvidia has guided for about $108 billion in third-quarter revenue, nearly double what it booked in the prior-year period, and Wall Street expects a bit more. Big tech's spending plans suggest Nvidia's biggest customers aren't pulling back, and hyperscaler capex is expected to top $1 trillion next year.

1 day ago · seekingalpha.com

NVIDIA remains a structural margin leader, maintaining a Buy rating with a $255 base case target despite increased balance sheet risk. Q3 earnings are expected to beat, with revenue near $113B, gross margin around 74.5%, and EPS of $2.60; supply, not demand, is the limiting factor. Balance sheet scrutiny is critical: $279B in supply commitments, rising DSO, and inventory build signal a shift from asset-light to capital-intensive dynamics.

2 days ago · fool.com

According to Jensen Huang, demand for neocloud services is soaring. There are questions about whether neocloud companies have the means to continue purchasing the required AI infrastructure.

2 days ago · marketwatch.com

Nvidia CEO Jensen Huang's business meetings are routine practice and existing U.S. export controls largely miss the cloud, experts say.

2 days ago · 247wallst.com

Three engineers hatched a plan at a Denny's booth in East San Jose, then watched their first product come back in nearly every box shipped. What kept the company alive long enough to become the most important chip business on the planet is a stranger story than most investors know.

2 days ago · fool.com

SpaceX has a huge opportunity as it expands its compute power and gets strong payback periods. Nvidia is getting a massive amount of high-margin revenue per 1 gigawatt of compute capacity.