Nvidia Corporation was upgraded to a Buy rating with a $300 fair value after reporting strong Q2 results, including $96.2 billion in revenue and $21.3 billion in free cash flow. The company’s data center revenue was $89 billion, reflecting robust demand for its AI platform amid supply constraints. Management projects about 70% revenue growth by fiscal 2028, supported by increasing AI adoption and limited supply. Risks include high valuation, potential overbuilding by hyperscalers, and geopolitical exposure, but Nvidia’s dominant AI platform and supply limitations support a positive outlook.
Nvidia reported Q2 revenue of $96.2 billion, surpassing expectations thanks to 18% sequential growth in its Data Center segment and a strong 75% non-GAAP gross margin. The company is expanding beyond GPUs into networking, software, and AI infrastruct...
Nvidia CEO Jensen Huang announced that artificial general intelligence has arrived with the release of OpenAI's GPT-6 Astra, highlighting rapid AI model advancements and the growing revenue potential of Nvidia's computing infrastructure. Intel receiv...
Nvidia recently posted the largest quarter in semiconductor history with a 117% revenue increase in its Data Center segment, yet its stock trades cautiously due to concerns like zero China Data Center revenue guidance and rising memory prices. Analys...
Corning's stock dropped nearly 46% in July 2026, one of its worst monthly declines, despite securing multibillion-dollar contracts with Amazon, Nvidia, and Verizon for AI fiber infrastructure. The selloff followed a slight revenue miss, even as the c...
Big banks like Morgan Stanley and JPMorgan want AI systems they can physically disconnect from the internet for better control and security, signaling a shift from cloud-only AI compute to hybrid models that include on-premises hardware. Nvidia's CEO...
