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After Nvidia’s earnings, this is the most impressive feat

Nvidia’s stock is largely holding its own despite a lack of oomph in the guidance. That reflects how well investors understand the company’s narrative and cadence.

Business - MarketWatch - 43 minutes 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 - 5 hours ago

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 - 15 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 heft

Business - Financial Times - 16 hours ago

Nvidia nearly doubles revenue on strong AI demand

Nvidia reported earnings after the bell. Here are the results.

Business - CNBC - 16 hours ago

What to Know About Nvidia’s High-Stakes Earnings Report

Investors have high hopes for the chipmaker, the world’s most valuable company, which has enormous influence over the stock market.

Business - The New York Times - 22 hours ago

Nvidia’s Decade of Dominance Creates Absurd Earnings Expectations

Wall Street calls the chipmaker the most important stock in the world for a reason.

Business - Inc. - 22 hours ago

Will Nvidia’s earnings report signal a stock-market pullback?

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Business - MarketWatch - 5 days ago

Amazon steps up effort to build AI chips that can rival Nvidia

Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leader

Business - Financial Times - November 12

10 things to watch in the stock market Monday, including Tesla and Nvidia

Wall Street is on track to extend its postelection rally Monday.

Business - CNBC - November 11

Will retail investors rekindle their love for Tesla? It could depend on Nvidia.

Elon Musk has become a close ally of President-elect Donald Trump, but is that enough to bring retail investors back to Tesla?

Business - MarketWatch - November 8

Nvidia’s stock joins the Dow today. Here’s what to know.

Nvidia’s stock is now a below-average member of the 128-year-old Dow Jones Industrial Average.

Business - MarketWatch - November 8

Nvidia Announces Major Changes To GeForce Now Game-Streaming Platform

There are some major changes coming to Nvidia's popular GeForce Now cloud streaming service, starting with a cap on monthly playtime starting in 2025. As of January 1, new subscribers will be ...

Tech - GameSpot - November 7

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

Nvidia advances robot learning and humanoid development with AI and simulation tools

Nvidia revealed new AI and simulation tools that will advance robot learning and humanoid development. The world’s biggest tech company by valuation (worth $3.432 trillion) said that the tools will ...

Tech - VentureBeat - November 6

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.

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

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 Takes Intel’s Spot on Dow Index as AI Thrives

The AI chip maker will join the 30-company stock indexm which is seen as a bellwether for U.S. economic fortunes.

Business - Inc. - 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 year's top tech stock is up 300% thanks to AI — but it's not Nvidia

With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.

Business - CNBC - November 4

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 replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...

Tech - ABC News - November 2

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 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

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

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

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

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

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

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.

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

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

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

Nvidia supplier SK Hynix posts record quarterly profit as AI boom drives demand

Revenue for the third quarter grew about 94% year-on-year.

Business - CNBC - October 24

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

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