| CoreWeave pops 60% this week on AI growth momentum, big Nvidia stake |
CoreWeave shares rocketed higher on Friday after the artificial intelligence cloud provider disclosed that Nvidia owns about 7% of the company. Earlier this week, CoreWeave reported 420% revenue growth, surpassing analysts' estimates. |
cnbc.com |
2025-05-16 17:15:59 |
Czytaj oryginał (ang.) |
| PLTR All-Time Highs, NVDA Earnings Loom |
Kevin Hincks looks at two tech stock movers from this week: Palantir (PLTR) and Nvidia (NVDA). For PLTR, with shares hitting all-time highs, Kevin demonstrates an example put calendar trade strategy. |
youtube.com |
2025-05-16 16:45:02 |
Czytaj oryginał (ang.) |
| Why the AI trade is always in question, analyst explains |
While the Magnificent Seven tech leaders continue to rally this week, artificial intelligence continues to be a core driver of growth within the tech space. Bokeh Capital Partners Founder and Chief Investment Officer Kimberly Forrest comes on the Morning Brief to talk more about the sustainability of the AI trade — namely in key players like Nvidia (NVDA) — and whether momentum behind trader enthusiasm can hold. |
youtube.com |
2025-05-16 16:42:45 |
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| YUAN Unveils Next-Gen AI Robotics Powered by NVIDIA for Land, Sea & Air |
TAIPEI , May 16, 2025 /PRNewswire/ -- YUAN, a leader in Industrial Video PCs, is redefining real-time video analytics and autonomous decision-making with its Pandora NX Super and AIR NX Super platforms. Built on the NVIDIA Jetson Orin platform, these advanced solutions bring groundbreaking innovations to maritime safety, agricultural optimization, and aerial inspections. |
prnewswire.com |
2025-05-16 16:29:00 |
Czytaj oryginał (ang.) |
| Nvidia planning Shanghai R&D hub to serve Chinese market |
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is strengthening its position in China with plans to establish a new research and development (R&D) center in Shanghai, according to a report from the Financial Times. The Shanghai R&D facility will reportedly focus on adapting Nvidia technologies to better suit the Chinese market, without transferring sensitive GPU core designs. |
proactiveinvestors.com |
2025-05-16 16:02:08 |
Czytaj oryginał (ang.) |
| The Big 3: ACHR, GOOGL, NVDA |
Joe Tigay includes 2 members of the Mag 7 in today's Big 3: Alphabet (GOOGL) and Nvidia (NVDA). But, his first pick is an overlooked aviation play in Archer Aviation (ACHR). |
youtube.com |
2025-05-16 16:01:49 |
Czytaj oryginał (ang.) |
| Bitcoin on Track to Hit New High: 3 Crypto-Centric Stocks in Focus |
Stocks like V, NVDA and PYPL are likely to benefit from the ongoing Bitcoin rally. |
zacks.com |
2025-05-16 15:45:11 |
Czytaj oryginał (ang.) |
| Great News for Nvidia Stock Investors |
Nvidia (NVDA -0.07%) secured large sales of its latest technology. |
fool.com |
2025-05-16 15:00:00 |
Czytaj oryginał (ang.) |
| Nvidia Stock Soared This Week. Why There Could Be More Gains Coming Soon. |
It was only three weeks ago that Nvidia (NVDA -0.32%) stock was trading for less than $100 per share. As of early Friday trading, investors have to pay 35% more than that. |
fool.com |
2025-05-16 14:31:35 |
Czytaj oryginał (ang.) |
| Nvidia says it is not sending GPU designs to China after reports of new Shanghai operation |
Nvidia says it is not sending GPU designs to China after reports of new Shanghai operation |
cnbc.com |
2025-05-16 13:57:04 |
Czytaj oryginał (ang.) |
| Nvidia's 2025 Pain Looks Overdone -- Fundamentals Suggest Strong Q1 (Upgrade) |
Nvidia shares dropped ~11% YTD, lagging a flat S&P 500, with brief declines over 30%. Initial demand worries have eased, leading to a neutral outlook. 2025 CAPEX estimates jumped +13% since Nov 2024. Taiwan's 63% QoQ export surge and TSM's 48.1% YoY April revenue growth signal a strong Q1 FY 2026 for Nvidia. Analysts forecast $43B Q1 FY 2026 revenue (+63% YoY) and $30B gross income, despite margins dipping to 69% from 75%. |
seekingalpha.com |
2025-05-16 13:56:39 |
Czytaj oryginał (ang.) |
| ‘Big Short' Michael Burry bets nearly 50% of portfolio against Nvidia stock |
Michael Burry, the hedge fund manager famed for predicting the 2008 housing crash, is now making a bold bet against Nvidia (NASDAQ: NVDA). |
finbold.com |
2025-05-16 13:42:43 |
Czytaj oryginał (ang.) |
| S&P 500 Rally Broadens, NVDA Breakout Boosts Tech |
Kevin Green notes that while the S&P 500 (SPX) is up for the week, he's paying closer attention to the broadening out into interest rate sensitive & defensive sectors. KG points to utilities and real estate as part of those defensive sectors that could provide a floor for the market. |
youtube.com |
2025-05-16 12:33:54 |
Czytaj oryginał (ang.) |
| 6 Stocks Are Expected To Grow Like Crazy This Year Despite Tariffs |
Investors worry many S&P 500 companies will pay the price with lost growth from tariffs. But analysts think some will grow despite them. |
investors.com |
2025-05-16 12:00:39 |
Czytaj oryginał (ang.) |
| Nvidia seeks Shanghai R&D site after US chip curbs, say sources |
Nvidia is seeking a site in Shanghai for a research and development centre, three sources close to the matter said, reflecting the strategic significance of the Chinese market where U.S. curbs on advanced chip exports have hit sales. |
reuters.com |
2025-05-16 11:52:45 |
Czytaj oryginał (ang.) |
| 3 Reasons Why Nvidia Is Still a Must-Own Stock |
Nvidia (NVDA -0.52%) has been one of the best-performing stocks in the market since early 2023, but some investors are starting to wonder if its incredible run is running out of steam. I'm not in that group. |
fool.com |
2025-05-16 11:30:00 |
Czytaj oryginał (ang.) |
| Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (May 16) |
The trade war with China has been tough on Nvidia Corp. (NASDAQ: NVDA) investors. |
247wallst.com |
2025-05-16 11:20:47 |
Czytaj oryginał (ang.) |
| Michael Burry Makes Bearish Move on Nvidia |
13-f filings are out and Bloomberg's Charlie Wells digs into them. Michael Burry took fresh bearish wagers on Nvidia and China-related stocks. |
youtube.com |
2025-05-16 11:03:32 |
Czytaj oryginał (ang.) |
| Stock Market Soars On U.S.-China Tariff Cuts, Nvidia AI Chip News; UnitedHealth, Walmart Also In Focus: Weekly Review |
The stock market powered higher this week on Trump tariff cuts and Nvidia AI chip news. UnitedHealth was a big Dow Jones drag. |
investors.com |
2025-05-16 11:00:28 |
Czytaj oryginał (ang.) |
| 1 Surprisingly Cheap Artificial Intelligence (AI) Stock |
Nvidia (NVDA -0.52%) is now one of the largest companies in the world. When it comes to AI stocks, Nvidia tops the list. |
fool.com |
2025-05-16 10:45:00 |
Czytaj oryginał (ang.) |
| Nvidia: 3 Key Takeaways From The Earnings Season |
Nvidia's earnings report is one of my highlights of the earnings season with always interesting takeaways from the technological world. Nvidia hasn't just delivered strong results, but also reestablished its dominance and ground floor for future growth. Blackwell's performance exceeds the management's expectations, as hyperscalers shared optimistic guidance in terms of AI spending. |
seekingalpha.com |
2025-02-27 22:13:18 |
Czytaj oryginał (ang.) |
| Nvidia stock: 3 fundamentals for investors to consider |
Nvidia (NVDA) shares are under pressure as investors assess the chipmaker's quarterly results. Revenue and earnings beat Wall Street's expectations, but Nvidia's margin outlook did fall short. |
youtube.com |
2025-02-27 21:00:04 |
Czytaj oryginał (ang.) |
| Dow, S&P 500, Nasdaq futures mixed after Nvidia earnings beat |
To get the latest market news, check out finance.yahoo.com US futures attached to the major gauges saw modest gains Wednesday evening as investors processed Nvidia's latest earnings report. Futures linked to the S&P 500 (ES=F) crept up 0.1%, while Nasdaq 100 (NQ=F) futures advanced 0.1%, and Dow Jones (YM=F) futures fluttered just below the baseline. |
youtube.com |
2025-02-27 20:50:42 |
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| Nasdaq, S&P 500 sell-off as Nvidia sinks 8%, Trump reiterates tariff plans |
To get the latest market news, check out finance.yahoo.com Stocks plummeted on Thursday as tech sold off following Nvidia's (NVDA) latest earnings report while investors took stock of the economy amid President Trump's latest tariff pledges. The S&P 500 (^GSPC) fell more than 1.6%, while the tech-heavy Nasdaq Composite (^IXIC) dropped 2.8%. |
youtube.com |
2025-02-27 20:50:36 |
Czytaj oryginał (ang.) |
| Nvidia stock falls 4%, leads semiconductor sector lower |
To get the latest market news check out finance.yahoo.com Tech stocks dropped as Nvidia (NVDA) fell nearly 4% midday as Wall Street pointed to the AI chip giant's outlook for first quarter gross margin as a sticking point following fourth quarter earnings which topped expectations. Yahoo Finance's Laura Bratton reports: Nvidia guided for a gross margin of roughly 71% for the first quarter, lower than its 73% gross margin in the fourth quarter. |
youtube.com |
2025-02-27 20:50:29 |
Czytaj oryginał (ang.) |
| Nvidia And The Law Of Large Numbers |
Nvidia Corporation's growth is slowing, evidenced by declining margins and underperformance against the S&P 500 over the past 8 months. The company's lofty valuation (P/E > 43) requires substantial growth, which is hindered by the law of large numbers and increasing competition. Major competitors like Apple, Intel, and Amazon are ramping up efforts, posing significant threats to Nvidia's market share in the long term. |
seekingalpha.com |
2025-02-27 20:21:18 |
Czytaj oryginał (ang.) |
| Nvidia margins will return to mid-70s as Blackwell ramps up, says Stifel's Ruben Roy |
Ruben Roy, Stifel, joins 'Fast Money' to talk Nvidia earnings and the stock's post-earnings slide. |
youtube.com |
2025-02-27 20:04:17 |
Czytaj oryginał (ang.) |
| NVIDIA Shares Face Pressure: Were Earnings Bad? |
With Nvidia's NVDA quarterly release now in the rearview, the 2024 Q4 reporting cycle for the broader Mag 7 group has officially ended. Most members in the elite club reported solid top and bottom line growth, though not all saw a favorable post-earnings reaction. |
zacks.com |
2025-02-27 19:30:23 |
Czytaj oryginał (ang.) |
| Nvidia bounced from the $3 trillion market cap club after falling more than 8% |
Nvidia shares slumped over 8% on Thursday, a day after the company reported earnings, pushing the chipmaker's market cap below $3 trillion. It's still the second most valuable U.S. tech company, behind Apple, and ahead of Microsoft. |
cnbc.com |
2025-02-27 19:13:24 |
Czytaj oryginał (ang.) |
| NVIDIA Announces Upcoming Events for Financial Community |
SANTA CLARA, Calif., Feb. 27, 2025 (GLOBE NEWSWIRE) -- NVIDIA will present at the following events for the financial community: TD Cowen 45 th Annual Health Care Conference Monday, March 3, 8:10 a.m. |
globenewswire.com |
2025-02-27 19:00:00 |
Czytaj oryginał (ang.) |
| Nvidia earnings aren't slowing. Why that's good news for its Big Tech rivals. |
Nvidia's growth means the AI and chip market is expanding, giving others a change to share in the wealth. |
marketwatch.com |
2025-02-27 18:58:00 |
Czytaj oryginał (ang.) |
| Bulls on Alert as NVDA Drops, MSTR Crashes |
Nvidia's (NVDA) failure puts bulls in a precarious situation ahead of Friday's PCE print, and according to OJ, if Bitcoin or Strategy (MSTR) price action is any tell, it's not promising. ======== Schwab Network ======== Empowering every investor and trader, every market day. |
youtube.com |
2025-02-27 18:54:40 |
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| Nvidia's Blackwell is ramping very fast, analyst says |
Nvidia (NVDA) stock is in focus after the artificial intelligence (AI) chipmaker reported better-than-expected earnings and stronger-than-anticipated Blackwell sales. New Street Research technology infrastructure analyst Antoine Chkaiban joins Morning Brief with Seana Smith and Brad Smith to discuss the results. |
youtube.com |
2025-02-27 18:48:21 |
Czytaj oryginał (ang.) |
| Nvidia has become a risk-off trade: Portfolio manager |
Harvest Portfolio Management chief investment officer Paul Meeks and Milemark Capital founding partner Sinan Aral join Catalysts to compare the market cap–weighted investing to equal-weight investing strategies, Nvidia's (NVDA) earnings performance, and the potential implications of quantum computing. "We've definitely seen a broadening out of the market where, for a long, long time, the market cap–weighted S&P was crushing the equal-weighted," Meeks says. |
youtube.com |
2025-02-27 18:45:06 |
Czytaj oryginał (ang.) |
| S&P 500 Gains and Losses Today: Nvidia Leads Chip, AI Stocks Lower |
Major U.S. equities indexes lost ground Thursday as investors digested new tariff announcements and Nvidia (NVDA) led semiconductor and AI stocks lower. |
investopedia.com |
2025-02-27 18:40:56 |
Czytaj oryginał (ang.) |
| Nvidia's AI Expansion: 5 Key Takeaways From Earnings |
Nvidia (NVDA -8.48%) reported fourth-quarter fiscal 2025 earnings on February 26, 2025, delivering another record quarter amid surging artificial intelligence (AI) demand. The company posted Q4 revenue of $39.3 billion, up 78% year-over-year, and provided strong guidance for continued growth. |
fool.com |
2025-02-27 18:22:00 |
Czytaj oryginał (ang.) |
| Virtus' Joe Terranova says focus on these three 'Mag 7' names |
Alger's Ankur Crawford and Virtus' Joe Terranova, join 'Closing Bell' to discuss markets, hyperscaler valuations and the chip trade. |
youtube.com |
2025-02-27 17:45:46 |
Czytaj oryginał (ang.) |
| CEO Jensen Huang Just Uttered 8 Words That Every Nvidia Investor Should Hear |
If there's one company that has been at the epicenter of the artificial intelligence (AI) revolution, Nvidia (NVDA -6.96%) is it. The company's graphics processing units (GPUs) provide the computational horsepower that underpins the vast majority of AI processing and has been the biggest contributor to the accelerating adoption of this groundbreaking technology. |
fool.com |
2025-02-27 17:42:16 |
Czytaj oryginał (ang.) |
| A.I. Disruptors Eye NVDA's Crown as Blackwell Demand Accelerates |
Cory Johnson says we're currently living in "one of the great paradigm shifts" in history. He doesn't believe Nvidia's (NVDA) post-earnings sell-off is much to be concerned about, though he notes other companies can become new leaders in the A.I. |
youtube.com |
2025-02-27 17:00:12 |
Czytaj oryginał (ang.) |
| Nvidia is competitively valued, says BofA's Vivek Arya |
Vivek Arya, BofA Securities, joins 'Power Lunch' to discuss the chip trade, DeepSeek impact and Intel. |
youtube.com |
2025-02-27 16:55:46 |
Czytaj oryginał (ang.) |