NVIDIA Corporation (NVDA)

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.

Nvidia just showed that things are only looking up from here

Wall Street is optimistic after the chip maker disclosed a strong ramp-up of its Blackwell AI platform and increasing demand from hyperscalers.

Nvidia Continues to Lead the AI Revolution, Ives Says

Nvidia continues to lead the AI revolution, despite a slowdown in China, according to Dan Ives of Wedbush Securities. He's on "Bloomberg Surveillance.

Nvidia's $160 Billion Surge After Earnings Leads Market Rally—As Court Dings Trump's Tariffs

To put the $160 billion in value Nvidia added Thursday, the entire company was worth just $144 billion at the end of 2019.

Trees Don't Grow To The Sky, But Nvidia Does

Nvidia Corporation delivered strong Q1 revenue growth and outperformed expectations, despite a significant gross margin hit from China export restrictions. Data Center and Gaming segments remain robust growth engines, with AI demand and new product launches driving results. Valuation is elevated but justified by Nvidia's market leadership, high earnings growth, and strong free cash flow generation.

Monster insider trading alert for Nvidia (NVDA) stock

Nvidia CEO Jensen Huang is preparing to offload a significant chunk of company stock—again.

Nvidia: Don't Worry About Margins

Nvidia Corporation delivered outstanding Q1 FY26 results, beating top and bottom line estimates and demonstrating strong growth in Data Center revenues and free cash flow. Nvidia's business fundamentals remain robust with rapid free cash flow growth, outpacing competitors like AMD. Nvidia's margins dropped off, however, due to impairment charges related to H20 export restrictions. Nvidia has said that it plans to restore mid-70% margins by the end of the year.

Nvidia: China Is Not The AI Problem

Nvidia Corporation delivered strong Q1 2026 results, beating expectations despite significant headwinds from U.S. export controls on AI chips to China. Data center and gaming revenues surged, but a $4.5 billion H20 write-off and margin pressure highlight the real impact of export restrictions. While China's $50 billion AI market is effectively closed, Nvidia is considering new products for China, but faces ongoing regulatory risks.

S&P500 and Nasdaq 100: US Indices Rise on Nvidia Surge and Trump Tariff Reversal

Nvidia's strong earnings and a court ruling against Trump's tariffs lift tech stocks and US indices. Traders eye inflation data and Fed signals next.

Nvidia Q1 2026 Earnings: Farewell China, Hello World (Rating Downgrade)

Nvidia Corporation's China sales paused, but global demand keeps revenues soaring. Q1 earnings beat estimates with 69% revenue growth. CEO Jensen Huang expands global reach, focusing on Europe and Mideast.

Nvidia Q1 Results Show The Chinks In Their Armor

Nvidia Corporation faces significant headwinds from China export bans, leading to major inventory write-downs and lost revenues, impacting growth and margins. Despite record revenue and AI leadership, Nvidia's growth rate is likely to decelerate as it matures and faces the law of large numbers. I expect Nvidia to outperform the S&P 500 over the next few years, but anticipate a range-bound, more cyclical stock performance.

Forrest: NVDA "Firing on All Cylinders," Maintains "Far Lead" in A.I.

Kim Forrest considers Nvidia's (NVDA) latest earnings extraordinary. She believes the company showed it has a "real hold" on the high-end A.I.

Nvidia Q1: Perhaps Your Last Chance To Buy Before The Stock Surges Higher

Nvidia Corporation's Q1 '26 financials showed strong YoY growth, with revenue up 69% and continued dominance in its Data Center and Gaming segments. Strategic partnerships and international sales are set to pick up in future quarters. Breakthrough technologies could propel Nvidia to become the most valuable company of all time.

"Big Beautiful Bill" Impacts on A.I., GOOGL "Huge" Discount & NVDA "Premier" A.I.

Ted Thatcher says the "big, beautiful bill" making its rounds in Congress has implications beyond contradictions with DOGE. He argues it doesn't go far enough to ensure prominent A.I.

Live Earnings: Will NVIDIA (Nasdaq: NVDA) Beat Earnings After the Bell?

Guidance over EPS: Investors care more about forward guidance than a minor earnings beat due to geopolitical uncertainty.

Nvidia investing pros and cons, 1st time homebuyer age rises to 38

Wealth anchor Brad Smith breaks down the latest financial news to help you build wealth on May 28, 2025. Nvidia is set to deliver Q1 earnings today after the bell.

Mazza: NVDA to Beat "Messy" Quarter, "Dramatic" Sell-Off Unlikely

"Everyone's been waiting for" Nvidia's (NVDA) earnings, says Dave Mazza. He'll look for data center and revenue growth but expects a "messy quarter" when it comes to China sales and tariffs.

BofA's Arya on Nvidia: Here's what could make its earnings messy

Vivek Arya, BofA Securities senior semiconductor analyst, joins 'Power Lunch' to discuss Arya's thoughts on Nvidia's stock ahead of its quarterly earnings results.