NVIDIA Corporation (NVDA)

US — Technology Sector
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News

Nvidia Q4 Preview: Margins, China, And Risks Of A Post-Earnings Bust (Downgrade)
NVDA
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Negative

Over a long-term horizon, I think the AI bears are dead wrong on Nvidia Corporation. Fundamentals and, most importantly, the Street's growth expectations are intact. That said, I am downgrading NVDA heading into Q4 earnings, as I recognize two risk factors heading into the print: one around margins and another around Q1 FY27 guidance. The key factor to monitor is whether Q1 FY27 guidance includes China GPU revenue. Excluding it could trigger a post-earnings selloff, as I think sales expectations may be priced in.

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image for news Nvidia Q4 Preview: Margins, China, And Risks Of A Post-Earnings Bust (Downgrade)
Why Nvidia (NVDA) is Poised to Beat Earnings Estimates Again
NVDA
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Nvidia (NVDA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Why Nvidia (NVDA) is Poised to Beat Earnings Estimates Again
Nvidia's $100 Billion OpenAI Bet Is A 'Validation Moment' For Tech Stocks: Analyst
NVDA
Published: February 02, 2026 by: Benzinga
Sentiment: Positive

Wedbush analyst Dan Ives said recent headlines around NVIDIA Corp (NASDAQ: NVDA) and OpenAI have intensified investor scrutiny, but he views the developments as constructive steps that reinforce the long-term momentum of the AI revolution.

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image for news Nvidia's $100 Billion OpenAI Bet Is A 'Validation Moment' For Tech Stocks: Analyst
Nvidia facing internal pushback on OpenAI investment plan: report
NVDA
Published: February 02, 2026 by: Proactive Investors
Sentiment: Negative

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is reportedly reconsidering its ambitious $100 billion investment plan in OpenAI, according to a Wall Street Journal report. The report cited internal doubts at Nvidia regarding the size of the investment, OpenAI's competitive positioning against rivals such as Google and Anthropic, and questions around the company's business discipline.

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image for news Nvidia facing internal pushback on OpenAI investment plan: report
Nvidia and Oracle are sending similar warning signs about the AI trade
NVDA, ORCL
Published: February 02, 2026 by: Market Watch
Sentiment: Negative

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.

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image for news Nvidia and Oracle are sending similar warning signs about the AI trade
AI predicts Nvidia stock price for February 28, 2026
NVDA
Published: February 02, 2026 by: Finbold
Sentiment: Neutral

Nvidia (NASDAQ: NVDA) stock started the week on a not so positive note, dropping 2.5% as rumors of the management reportedly reconsidering the recently announced investment in OpenAI started to circulate.

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image for news AI predicts Nvidia stock price for February 28, 2026
INTC, NVDA and AMD Forecast – US Tech Giants Sluggish Early
AMD, INTC, NVDA
Published: February 02, 2026 by: FXEmpire
Sentiment: Negative

US tech stocks look a bit soft in pre-market trading as traders are still coming to grips with the wild swings in risk appetite at the moment.

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image for news INTC, NVDA and AMD Forecast – US Tech Giants Sluggish Early
Nvidia Stock Price Target: Where Will It Be in 5 Years?
NVDA
Published: January 30, 2026 by: The Motley Fool
Sentiment: Positive

With artificial intelligence (AI) infrastructure spending forecast to keep soaring, Nvidia remains well-positioned to benefit. The stock has the potential to climb to over $800 a share by the end of 2030.

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image for news Nvidia Stock Price Target: Where Will It Be in 5 Years?
Feels Like Markets Have Forgotten About Michael Burry's Stark Warning
NVDA
Published: January 30, 2026 by: 24/7 Wall Street
Sentiment: Negative

Dr. Michael Burry, the man made famous from The Big Short, has had a lot of things to say in recent months.

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image for news Feels Like Markets Have Forgotten About Michael Burry's Stark Warning
Intel: The Real Catalyst Could Be Nvidia For 18A/14A
INTC, NVDA
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

Intel Corporation is upgraded from Hold to Buy with a $66.52 price target, reflecting improved long-term prospects despite near-term risks. INTC's Q4 earnings beat conservative guidance, but revenue declined 4.1% year-on-year amid supply constraints and margin pressures. Key growth drivers include AI demand, potential Nvidia and Microsoft foundry partnerships, and expected margin improvements from 18A yield gains.

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image for news Intel: The Real Catalyst Could Be Nvidia For 18A/14A
AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
AIO, AVGO, META, MSFT, MU, NVDA, ORCL, TSM
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive

AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)

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image for news AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
Mercedes, NVIDIA and Uber Team Up to Build S-Class Robotaxis
MBGYY, NVDA, UBER
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

MBGYY is teaming up with NVIDIA and Uber to develop S-Class robotaxis, pairing MB.OS with DRIVE AV Level 4 for a premium autonomous ride.

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image for news Mercedes, NVIDIA and Uber Team Up to Build S-Class Robotaxis
Nvidia's CEO Says China Is Still Deciding on H200 Chips
NVDA
Published: January 29, 2026 by: Bloomberg Markets and Finance
Sentiment: Neutral

Nvidia hasn't yet received any orders from Chinese customers for its H200 AI chips as Beijing is still deciding whether to allow imports of the US firm's components, according to its CEO Jensen Huang. -------- More on Bloomberg Television and Markets Like this video?

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image for news Nvidia's CEO Says China Is Still Deciding on H200 Chips
Nokia: Nvidia's Bet Highlights An AI Opportunity The Market Is Ignoring
NOK, NVDA
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive

Nokia Oyj remains a Strong Buy, with significant undervaluation, robust financials, and high-growth potential in key engines, such as AI, defense, and 6G. NOK's Q4 beat expectations, maintaining strong net cash and projecting a midpoint of €1.46B FCF in 2026 despite higher CAPEX and macro headwinds. Strategic partnerships, such as NVIDIA's stake and AI-RAN collaboration, position NOK for leadership and expansion beyond traditional telecom.

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image for news Nokia: Nvidia's Bet Highlights An AI Opportunity The Market Is Ignoring
How Nvidia's stock can get back to its winning ways after an underwhelming stretch
NVDA
Published: January 29, 2026 by: Market Watch
Sentiment: Positive

Nvidia's stock has barely budged this year, while other chip stocks have soared. But Morgan Stanley analysts predict that shares of the world's largest company could soon get hot again.

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image for news How Nvidia's stock can get back to its winning ways after an underwhelming stretch
Amazon and Google Eat Into Nvidia's A.I. Chip Supremacy
AMZN, GOOG, GOOGL, NVDA
Published: January 29, 2026 by: NYTimes
Sentiment: Negative

The rivals made billions of dollars in the business over the past year, showing other companies that Nvidia isn't the only game in town.

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image for news Amazon and Google Eat Into Nvidia's A.I. Chip Supremacy
Does Nvidia (NVDA) Have the Potential to Rally 33.05% as Wall Street Analysts Expect?
NVDA
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

The mean of analysts' price targets for Nvidia (NVDA) points to a 33.1% 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.

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image for news Does Nvidia (NVDA) Have the Potential to Rally 33.05% as Wall Street Analysts Expect?
Wall Street sets Nvidia price target
NVDA
Published: January 29, 2026 by: Finbold
Sentiment: Positive

Nvidia (NASDAQ: NVDA) opened today's trading session on a positive note, reportedly in talks to invest $30 billion in OpenAI.

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image for news Wall Street sets Nvidia price target
Nvidia, Microsoft, Amazon lead up to $100B OpenAI investment: report
AMZN, MSFT, NVDA
Published: January 29, 2026 by: Proactive Investors
Sentiment: Positive

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Microsoft Corp (NASDAQ:MSFT) and Amazon.com Inc (NASDAQ:AMZN) are in discussions to invest up to $60 billion in OpenAI as part of a major new funding round, according to a new report from The Information, which cited people familiar with the matter. The planned investments would form part of a broader round that could reach as much as $100 billion, potentially valuing OpenAI at between roughly $730 billion and $830 billion, according to the report.

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image for news Nvidia, Microsoft, Amazon lead up to $100B OpenAI investment: report
Nvidia Stock: The Road To New All-Time Highs In 2026
NVDA
Published: January 28, 2026 by: Forbes
Sentiment: Positive

Historically, NVDA has undergone several significant rallies. The stock jumped over 50% within two months on 11 separate occasions, particularly in 2016 and 2024, and increased by more than 30% in similar timeframes 15 times, including pivotal years like 2017 and 2024.

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image for news Nvidia Stock: The Road To New All-Time Highs In 2026
Nvidia's Plans to Sell More Chips in China Just Cleared a Major Hurdle
NVDA
Published: January 28, 2026 by: Investopedia
Sentiment: Neutral

America's AI chip leader Nvidia is getting closer to being able to sell more chips in China.

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image for news Nvidia's Plans to Sell More Chips in China Just Cleared a Major Hurdle
Nvidia's AI Boom Is Being Financed By Wall Street's Newest Asset Class: GPU Debt
NVDA
Published: January 28, 2026 by: Benzinga
Sentiment: Negative

Short seller Jim Chanos warned in late 2025 that AI infrastructure was being built on leveraged financing tied to rapidly depreciating hardware. That warning is now becoming harder to ignore with Nvidia Corp (NASDAQ: NVDA) becoming a classic example of the situation.

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image for news Nvidia's AI Boom Is Being Financed By Wall Street's Newest Asset Class: GPU Debt
Move Over NVIDIA. The Rest of the Mag 7 are Making Strides in the AI Chip Race
NVDA
Published: January 28, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Nvidia (NASDAQ:NVDA) faces some intense competition in the AI chip scene, and that's likely part of the reason why the shares have been flatlining since August.

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image for news Move Over NVIDIA. The Rest of the Mag 7 are Making Strides in the AI Chip Race
CoreWeave: Nvidia Signals AI Story Is Still Early
CRWV, NVDA
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

CoreWeave, Inc. is poised for significant AI-driven growth, bolstered by Nvidia's additional $2B investment at $87.20/share. The AI data center targets a massive AI data center buildout, apparently aiming for 7.9 GW capacity by 2030, with $25B+ in annual capex planned for 2026. CRWV only ended Q3 with 590 MW of connected power, so the additional Nvidia investment signals robust growth beyond the existing plans for ~2.9 GW of power by 2027.

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image for news CoreWeave: Nvidia Signals AI Story Is Still Early
Is Nvidia Investing In CoreWeave, Or Its Own Next Quarter?
CRWV, NVDA
Published: January 27, 2026 by: Benzinga
Sentiment: Positive

Nvidia Corp's (NASDAQ: NVDA) $2 billion investment in CoreWeave Inc (NASDAQ: CRWV) is being framed as a vote of confidence in AI infrastructure.

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image for news Is Nvidia Investing In CoreWeave, Or Its Own Next Quarter?
Magnificent 7 earnings season kicks off, spotlighting AI bets
META, AAPL, AMZN, GOOG, GOOGL, MSFT, NVDA, TSLA
Published: January 27, 2026 by: Proactive Investors
Sentiment: Positive

The US earnings season heats up this week, with investors turning their attention to the first reports from the so-called “Magnificent 7” tech giants, care of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), Microsoft Corp (NASDAQ:MSFT), Tesla Inc (NASDAQ:TSLA), and Apple Inc (NASDAQ:AAPL, XETRA:APC). After the S&P 500 posted its first two-week losing streak since June, all eyes are on these mega-cap companies, whose results could determine the trajectory of the broader market.

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image for news Magnificent 7 earnings season kicks off, spotlighting AI bets
Top 3D Printing Stocks Worth Investing Now for Solid Returns
AME, ATI, CRS, NVDA, PRLB, SSYS, XMTR
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

3D Printing is reshaping industries with faster production and lower costs, drawing investor interest. Stocks like NVDA, AME, ATI and CRS offer strong growth potential.

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image for news Top 3D Printing Stocks Worth Investing Now for Solid Returns
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
DELL, NVDA
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

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image for news These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Should the Mag 7 be Called the Mag 7?
AAPL, AMZN, GOOG, GOOGL, META, MSFT, NVDA, TSLA
Published: January 27, 2026 by: Schwab Network
Sentiment: Neutral

Paisley Nardini breaks down the big tech stocks ahead of earnings this week. She and Diane King Hall posit the question: Should the Mag 7 be called the Mag 7?

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image for news Should the Mag 7 be Called the Mag 7?
Nvidia unveils AI models for faster, cheaper weather forecasts
NVDA
Published: January 26, 2026 by: Reuters
Sentiment: Positive

Nvidia on Monday released three open-source artificial intelligence models aimed at helping create better weather forecasts, faster.

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image for news Nvidia unveils AI models for faster, cheaper weather forecasts

About NVIDIA Corporation (NVDA)

  • IPO Date 1999-01-22
  • Website https://www.nvidia.com
  • Industry Semiconductors
  • CEO Jen-Hsun Huang
  • Employees 36000

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.