Latest in Nvidia Earnings Ai
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One of our lagging stocks has found its stride and is outperforming its peers
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - Yesterday -
Jim Cramer weighs Nvidia stock after report of Blackwell AI chip overheating
CNBC's Jim Cramer reflected on Nvidia in light of a report that the company is having problems with overheating in its newest graphics chips.Business - CNBC - 2 days ago -
Beyond AI, AMD and Intel earnings will hit on another important trend
Next week, as the technology sector earnings reporting season begins in full force, the results from two rival chip makers, Intel Corp. and Advanced Micro Devices Inc., will give investors data on ...Business - MarketWatch - October 26 -
Meta sees AI spending accelerating as earnings top forecasts
Mark Zuckerberg cites the potential for ‘strong’ returns in coming years on heavy investments in new technologyBusiness - Financial Times - October 31 -
Palantir’s shares jump as ‘unwavering demand’ for AI lifts earnings
Peter Thiel’s data analytics company raises its revenue forecast as growth acceleratesBusiness - Financial Times - November 4 -
How X users can earn thousands from US election misinformation and AI images
The accounts are part of pro-Trump and pro-Harris networks sharing each other’s content multiple times a day.Top stories - BBC News - October 29 -
Apple, Meta and Amazon must show the stock market that AI spending is paying off
Big-tech bellwethers facing scrutiny on whether they are meeting competitive challenges.Business - MarketWatch - October 30 -
Apple looks strong on AI; Amazon rules the cloud. Earnings will show how much.
Expect positive surprises from these two “Magnificent Seven” standouts.Business - MarketWatch - October 31 -
We're hiking our price target on an industrial whose earnings benefit from AI data center boom
Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.Business - CNBC - October 31 -
Arm says it’s fueling many AI needs, but its stock shrugs off an earnings beat
The chip designer beat expectations for both its revenue segments.Business - MarketWatch - November 7 -
Super Micro Computer Stock Crashes, Wall Street Concerns Grow
Shares of the Nvidia customer have crashed since its accounting firm, Ernst & Young, resigned.Business - Inc. - November 1 -
Nvidia overtakes Apple as world’s most valuable company
Nvidia dethroned Apple as the world’s most valuable company on Friday following a record-setting rally in the stock, powered by insatiable demand for its specialized artificial intelligence chips.Top stories - NBC News - October 26 -
Nvidia Will Replace Intel in the Dow Jones Stock Index
The change, starting next Friday, lifts a dominant player in artificial intelligence over its chip-making rival, which has struggled to keep up.Tech - The New York Times - November 1 -
Nvidia passes Apple as world's most valuable company
Nvidia shares have nearly tripled this year as demand continues to swell for the company's graphics processing units.Business - CNBC - November 5 -
Nvidia passes Apple as world's most valuable company
Nvidia passed Apple in market cap on Tuesday becoming, for a second time, the most valuable publicly traded company in the world.Top stories - NBC News - November 5 -
Nvidia’s Profit Doubles as A.I. Chip Sales Soar
The company, which dominates the market for chips used to build artificial intelligence, expects another big jump in the current quarter.Tech - The New York Times - 16 hours ago -
Nvidia’s dizzying growth is now everyone’s business
Chip giant’s earnings are a big event for US equity investors, and not just because of its $3.6tn heftBusiness - Financial Times - 17 hours ago -
Why Nvidia investors are missing the forest for the trees
Nvidia’s GAAP gross margins — forecast at 73% for the company’s fiscal fourth quarter — are still enviable across the semiconductor industry.Business - MarketWatch - 6 hours ago -
The bullish breakout for Nvidia’s stock could be a false one, if this happens
Concerns that the recent breakout rally in Nvidia’s stock was “false” are still premature, unless it falls through key support at recent lows.Business - MarketWatch - October 23 -
Nvidia doubles down on India with Hindi language model and major partnerships
Nvidia on Thursday announced a slew of partnerships with major Indian firms and launched a Hindi language model.Business - CNBC - October 24 -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
Palantir is now worth $100 billion — and may be like Nvidia in one regard
Palantir is helping companies incorporate AI into their businesses — and one analyst says it’s succeeded “more than any company (not named Nvidia).”Business - MarketWatch - October 28 -
Don’t let the stock’s selloff fool you. Nvidia had a great week.
Big cloud companies aren’t backing down from their AI spending, which bodes well for Nvidia.Business - MarketWatch - November 1 -
Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1 -
Nvidia to replace Intel in the Dow, underscoring downfall of an industry titan
Nvidia will replace Intel in the Dow Jones Industrial Average, illustrating a changing of the guard in technology and the downfall of what was once an industry titan.Business - MarketWatch - November 1 -
Here’s what Super Micro’s struggles may mean for Nvidia and Dell
Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.Business - MarketWatch - November 5 -
Quantifying how much Nvidia will influence the Dow after it joins the storied average
Nvidia will join the price-weighted Dow on Friday.Business - CNBC - November 4 -
Nvidia’s Dow nod is a plus — but this development could be an even-bigger deal
A South Korean memory company recently gave commentary supportive of strong Nvidia demand, an analyst notes.Business - MarketWatch - November 4 -
The Dow needs Nvidia to give chipmakers representation in index after Intel's plunge
Intel has fallen so far so fast that the chipmaker's stock price is no longer having an impact on the Dow Jones Industrial Average.Business - CNBC - November 4 -
Nvidia launches GeForce Now Performance membership for cloud games
Nvidia has launched its GeForce Now Performance membership for cloud gaming players who want high-end gaming experiences. Formerly known as GeForce Now Priority, this membership is getting ...Tech - VentureBeat - November 7