#NVIDIA
25 articles with this tag
Why Nvidia’s Tech Lead Makes Its Stock a Compelling Buy
Nvidia’s leading GPUs and software ecosystem power AI and data-center demand, creating a strong buy case—tempered by high valuation and competition investors should consider.
BofA: Nvidia's valuation near historic lows — potential multiple expansion a bullish sign
BofA warns Nvidia's current valuation multiple is near historic lows, indicating room for multiple expansion if AI demand and earnings stay strong - a bullish signal for shareholders.
NVIDIA Moves to Transform Engineering and Design with AI and Accelerated Compute
NVIDIA detailed a strategic partnership to apply AI and accelerated computing across engineering and design, aiming for faster simulation, generative design and modernized product workflows.
Nvidia’s $2B Investment Boosts Synopsys — What It Means for NVDA Investors
Nvidia's $2B stake in Synopsys sent SNPS shares higher. We explore the strategic rationale, market reaction and what the move means for Nvidia shareholders and valuation.
Nvidia’s $2B Stake Lifts Synopsys Stock — What It Means for Investors
Nvidia acquired about a $2B stake in Synopsys, boosting Synopsys shares while Nvidia dipped. The move tightens ties between AI chip design and EDA software—implications for investors.
Nvidia Takes $2B Stake in Synopsys, Expands GPU Computing Partnership
Nvidia has taken a $2 billion minority stake in Synopsys and expanded a computing partnership to combine Nvidia GPUs with Synopsys EDA tools, boosting AI-driven chip design.
Hidden Nvidia Warning Risks Slowing the AI Infrastructure Buildout
Nvidia's understated warning on GPU supply and data-center constraints signals the AI buildout could slow, raising costs and reshuffling which companies benefit.
Evercore Raises Nvidia Target, Calls It the AI Ecosystem of Choice
Evercore raised its Nvidia target and says the chipmaker’s GPUs, software stack and developer ecosystem make it the preferred platform for AI workloads and data centers.
Jensen Huang's Bullish Outlook Boosts Confidence in Nvidia Shares
Nvidia CEO Jensen Huang delivered a bullish outlook, pointing to surging AI demand and robust data-center sales—news that reassured investors and lifted market confidence.
NVIDIA: The AI Powerhouse Poised to Join the $5 Trillion Club
NVIDIA’s leadership in data-center GPUs and its developer ecosystem position it as the top AI investment. Strong growth potential exists, but valuation, competition, and supply risks remain.
Nvidia Shares Dip 3% After Report That Meta May Adopt Google AI Chips
Nvidia shares dropped about 3% after The Information reported Meta is exploring Google-designed AI chips — a potential shift that underscores growing competition in AI hardware.
3 Leading Tech Stocks to Consider Buying in 2025
Consider Nvidia, Microsoft and Amazon as top tech picks for 2025: AI-driven gains, cloud dominance and e-commerce scale underpin growth, tempered by macro and execution risks.
Nvidia Shares Slip After Reports of Google Building In‑House AI Chips
Nvidia shares fell after reports that Google is advancing in‑house AI chip efforts, raising investor concerns about potential reduced demand for third‑party GPUs and heightened competition.
Nvidia and Michael Burry Spar Over Dot‑Com, Enron Comparisons
Michael Burry likens Nvidia's surge to dot‑com excesses, while Nvidia rejects Enron comparisons. The exchange reignites debate over tech valuations and investor risk.
Tech Slump Pauses as Nvidia Leads Rally; Japan Markets Jitter
Markets steadied as Nvidia led a pause in the tech sell-off, while Japanese markets were unsettled by economic data and yen volatility, prompting investor caution.
Nvidia Q3 Preview: What Investors Should Watch
Investors await Nvidia's Q3 report, focusing on AI-driven data-center sales, forward guidance, margins and supply-chain signals. This preview outlines key indicators and risks.
Why Bezos Co‑Leading Project Prometheus Is Bullish for Nvidia
Jeff Bezos co-leading Project Prometheus could boost Nvidia: AI startups drive GPU demand, deepen software lock-in and reinforce Nvidia’s central role in AI infrastructure.
Dow Futures Rise as Nvidia Earnings Loom; Alphabet Strengthens Tech Mood
Dow futures rose as investors await Nvidia's earnings, seen as a key test for AI stocks, while Alphabet (Google) shares show resilience amid tech optimism.
Wall Street Questions Nvidia’s $24B AI Deal Wave and ‘Circular’ Investment Risks
Nvidia's announced $24B of AI-related deals has prompted Wall Street concerns about circular investments, partner financing opacity and calls for clearer disclosures.
Nvidia earnings set to trigger roughly $300bn market-cap swing amid AI concerns
As Nvidia prepares to report results, investors face high stakes: shares could swing around $300bn in market value as the market grapples with AI-driven exuberance and bubble worries.