NVIDIA Corporation (NVDA)

Chinese tech companies prepare for AI future without Nvidia, FT reports

China's biggest technology companies have begun the process of switching to homegrown chips as they contend with a dwindling stockpile of Nvidia processors and tightening United States export controls, the Financial Times reported on Thursday.

Investors digest Nvidia earnings, Trump tariffs and the courts, Marc Benioff talks Informatica deal

Market Domination anchors Julie Hyman and Josh Lipton break down the day's financial news for May 29, 2025. Nvidia stock rose after its Q1 report, but questions remain about what happens next as the company faces headwinds in the Chinese market.

Groq's founder on why AI's next big shift isn't about Nvidia

The race to better compete with AI chip darling Nvidia (NVDA) is well underway. Enter Groq.

Stock Market Ends Higher As Appeals Court Reinstates Trump Tariffs; PCE Inflation Data Looms

The stock market, including the Dow Jones, rose amid some Trump tariff rulings. Nvidia popped.

The market got an expected boost from Nvidia — though traders mispriced the stock's options again

Traders have been overly optimistic about Nvidia's post-earnings moves. The S&P 500's potential is much clearer.

Nvidia Shrugs Off China Worries

JoAnne Feeney of Advisors Capital Management says Nvidia's earnings show solid demand for the company's chips, despite export restrictions costing $8 billion in Chinese revenue. Feeney joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.

Nvidia: The China Story Is Not Over Yet, Trust In Jensen

Nvidia Corporation delivered a strong Q1, beating top- and bottom-line estimates, with robust growth in Data Center and Gaming despite China export headwinds. The China business pause is significant, but I see it as temporary; Nvidia's Shanghai research center and ongoing trade talks offer future re-entry potential. Sovereign AI, Industrial AI, Robotics, and Gaming are powerful growth engines that will offset China's impact and drive mid-70% gross margins.

Nvidia's inference growth engine

CNBC's Deirdre Bosa joins 'Money Movers' to discuss AI usage surge fueling Nvidia.

Nvidia defies headwinds with strong AI demand and margin recovery

Wall Street analysts struck a bullish tone on Nvidia Corp (NASDAQ:NVDA, ETR:NVD) after the chipmaker's latest quarterly results, cheering strong fundamentals, accelerating AI rack-scale deployments, and improving gross margins despite near-term headwinds from US export restrictions to China. Bank of America noted the ramp-up of the new Blackwell architecture, de-risked China sales, and improving gross margins.

AI could be a tailwind for Nvidia's growth rate for years, says Deepwater's Gene Munster

Gene Munster, Deepwater Asset Management, joins 'The Exchange' to discuss Nvidia earnings and what's next for the stock.

Nvidia Stock's Post-Earnings Bump Might Not Last

Nvidia Corporation beat Q1 FY26 revenue and EPS estimates, but export restrictions to China will weigh on future earnings as it unwinds from raw material obligations. Datacenter demand continues to drive growth, while legacy segments like graphics cards and OEM/Other are declining, increasing Nvidia's dependence on AI infrastructure. Gross margins rose to 71% after the China business loss while bottom-line growth is expected to slow to single digits, which challenges NVDA stock's high valuation premium.

Post-Nvidia earnings reactions, tariffs blocked by US trade court, M&A picks up

Catalysts anchor Madison Mills breaks down the latest market moves for May 29, 2025. Investors celebrate as stocks rise on Nvidia's Q1 results and a US trade court's decision to block several of President Trump's tariffs, ruling that they were illegal.

The 'Halftime' Investment Committee debate the state of the AI trade and Nvidia's earnings

The Investment Committee debate Nvidia's Earnings Results and what it means for the AI Trade and the market.

Chip stocks and Big Tech shares jump on Trump tariffs ruling, Nvidia's earnings, and Elon Musk news

Stock markets are moving higher in premarket trading on Thursday as of the time of this writing. Two groups of stocks are doing particularly well: Big Tech's Magnificent Seven and major chipmaker stocks.

Nvidia's next act: Bringing AI and robots into your life

In CEO Jensen Huang's brave new world, AI is part of people's daily activities and Nvidia plays a key role.

Trump reportedly halts US-made products, tech to China amid AI race

The White House tells FOX Business that the Commerce Department is reviewing exports of strategic significance to China.

Top Stock Movers Now: Nvidia, HP, Best Buy, and More

U.S. equities were mixed at midday, dropping from their morning highs after a federal trade court blocked some of President Donald Trump's tariffs. The S&P 500 and Nasdaq were up, the Dow Jones Industrial Average fell.

3 Reasons I'm Buying Nvidia After Earnings And So Should You

Nvidia Corporation's expected 44% EPS growth and remarkable execution make it highly attractive heading into its critical earnings release, presenting rare hypergrowth at a compelling valuation. Jensen's Law—Nvidia's relentless 4X annual AI performance improvement—positions it as a potential "chip utility," justifying premium valuation multiples similar to those of Apple and Costco. Tom Lee's bullish 10X in 10 years thesis is grounded in explosive AI demand, stable margins, and Nvidia's dominant market share, with an 18.5% consensus long-term EPS growth.

NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y

NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.

Nvidia has a lot of opportunities still in front of them, says Morgan Stanley's Joseph Moore

Joseph Moore, Morgan Stanley analyst, joins 'Money Movers' to discuss Nvidia post-earnings and his outlook for the stock.

AMD: Take Full Advantage Of The Solid Nvidia Earnings

Nvidia Corporation's strong outlook and favorable tariff ruling has boosted semiconductor sentiment, mitigating China headwinds and supporting sector resilience. Advanced Micro Devices, Inc.'s Q1 results and ongoing data center momentum reinforce confidence in its core business, despite cyclical and competitive challenges. AI growth remains AMD's key catalyst; upcoming investor day is crucial for management to clarify long-term AI revenue outlook and drive re-rating.

Nvidia CEO says the US needs to attract the brightest talent

NVIDIA Earnings: 3 Giga Takeaways

As always, NVIDIA ( NVDA ) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.

Trump's tariffs struck down by US courts, Nvidia stock jumps on upbeat revenue forecast

Morning Brief anchors Madison Mills and Brad Smith break down the latest financial news stories and what's moving markets for May 29, 2025. Several of President Trump's wide-sweeping tariffs were blocked by a US trade court which ruled the tariffs are illegal.

ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues

NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.

Options Traders Blast Nvidia Stock After Upbeat Results

Semiconductor darling Nvidia Corp (NASDAQ:NVDA) was last seen up 4.2% at $140.51, after the company's better-than-expected first-quarter earnings and revenue results.

Nvidia could see revenues grow up to 20% beyond 2025: Analyst talks major upside for chipmaker

Nvidia (NVDA) stock jumps on the chipmaker's first quarter earnings results. Antoine Chkaiban, technology infrastructure analyst at New Street Research, joins Morning Brief to break down the company's outlook amid an $8 billion China headwind and surging demand for Nvidia's new Blackwell chips.

Op-ed: Don't buy Nvidia CEO Jensen Huang's China 'failure' story

Nvidia's earnings delivered, but CEO Jensen Huang continues to miss the message on chip export controls aimed to cut off China's access to key AI technology, writes international policy and trade analyst Dewardric McNeal. Huang added to a recent series of complaints about what he calls a "failure" of U.S. policy under both Biden and Trump as part of the chipmaker's positive earnings report.

Ives on Nvidia Earnings, AI, Trade War, China

Dan Ives of Wedbush Securities talks about the latest earnings report from Nvidia. He says the chipmaker is leading the AI revolution.

AI Data Center Stocks Buoyed By Nvidia's Reassuring Report

Stocks tied to the artificial intelligence megatrend rose on Thursday after Nvidia provided a reassuring outlook for AI data center demand.