NVDA

NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing as the U.S.-China tech race intensifies.

Micron's AI-driven HBM demand and lower valuation give it an edge over NVIDIA, despite strong growth at both companies.

Dryden Pence, CIO of Pence Capital Management explains why he sees a pullback ahead—revealing the stocks he'd add on a dip.

A plain FQ2 earnings beat probably won't cut it anymore: Nvidia Corporation needs another round of upward estimate revisions to hit the ground running into FQ3. FQ2 is almost old news for NVDA. The real tell is whether FQ3 guidance pushes the earnings curve materially higher again. Gross margin around 75% matters, but incremental gross profit tells a much better story about how valuable each new dollar of revenue really is.

An analyst is looking past financing risks and noting that Nvidia could appeal to investors through its enhanced share buybacks.

Julian Emanuel, Evercore ISI's chief equity derivatives and quantitative strategist, said on CNBC this week that megacap tech results this quarter were “breathtaking” and then said, “the other side of breathtaking is it is likely to be as good as it gets.

There is something unusual happening with NVIDIA Corp. (NASDAQ:NVDA): the company at the center of the artificial intelligence boom is now financing parts of the boom itself.

Nvidia Corporation is positioned for another blockbuster quarter, with expected Q2 revenues near $92B and EPS surpassing $2, reflecting 96% y/y revenue growth. I remain bullish on NVDA stock, viewing its current valuation as offering a decent discount to intrinsic value, with a scenario-weighted price target of $254.73. Key drivers include durable AI infrastructure demand, margin defense during the Blackwell-to-Rubin transition, and hyperscaler capex acceleration into 2027.

The mean of analysts' price targets for Nvidia (NVDA) points to a 35.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The artificial-intelligence buildout is creating an unusual problem for semiconductor investors: demand is arriving faster than the supply chain can deliver the most advanced components.