NVIDIA reported a 73% year-over-year revenue increase to $68 billion in Q4 fiscal 2026, with a 75% gross margin and strong guidance for $78 billion next quarter. Institutional investors continue to buy heavily, driving the stock up 20.8% in the past month. The company's strong fundamentals include a 3-year sales growth of 101.8% and EPS growth of 266.2%, with EPS expected to rise 34.5% this year. This sustained institutional support and robust financial performance suggest NVIDIA remains a top stock to watch for long-term growth potential.
Perplexity AI CEO Aravind Srinivas shared lessons from Nvidia's Jensen Huang and Tesla's Elon Musk, highlighting Huang's mindset of running Nvidia as if it could fail within 30 days despite its $5 trillion valuation and advanced technology. Srinivas ...
Nvidia will distribute a $0.25 per share dividend on June 26, 2026, to shareholders recorded by June 4. This dividend is 25 times higher than the previous quarter's $0.01 per share, marking a significant shift in Nvidia's dividend strategy. With 24.2...
Equinix has expanded its collaboration with Cisco, NVIDIA, and Presidio to accelerate enterprise AI adoption by deploying the Cisco Secure AI Factory with NVIDIA across its global data centers. This partnership includes the launch of the Programmable...
SpaceX stock surpassed $200 for the first time since its recent IPO, drawing praise from Jim Cramer who called it a 'Monster' due to its strong performance. Despite concerns about it becoming a meme stock with limited sellers, SpaceX's fundamentals a...
Howard Marks of Oaktree Capital cautions that many AI-related stocks are more speculative than investors realize, as their valuations rely on uncertain future profits rather than predictable cash flows. He highlights that while large tech companies l...
