Nvidia reported an 85% year-over-year revenue increase to $81.6 billion in Q1, fueled by a 92% rise in data center sales and strong demand for AI infrastructure. The company also saw a 14.2 point expansion in gross margin, a 131% increase in earnings per share, and an 86% boost in free cash flow, highlighting robust profitability. Nvidia's guidance for Q2 projects a 95% revenue growth and further margin expansion. Risks include potential market losses in China and challenges from U.S. energy infrastructure constraints. Overall, Nvidia remains a strong buy due to accelerating growth and attractive valuation compared to peers.
Nvidia has issued $25 billion in bonds, its first public debt sale since 2021, to support general corporate needs including refinancing existing debt. Despite its strong cash flow and credit ratings, Nvidia's move reflects a broader trend among tech ...
A new debt market backed by graphics processing units (GPUs) has surged to $65 billion in 2025, with NVIDIA alone issuing $25 billion in bonds. This financialization of GPUs resembles the mortgage-backed securities that triggered the 2008 crisis, as ...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
Semiconductor ETFs like iShares and VanEck have delivered strong year-to-date returns driven by solid fundamentals and AI demand, but they face intense volatility and rising risks. Key holdings such as Micron, AMD, and Nvidia posted robust results, y...
On June 16, retail investors heavily bought SpaceX shares during its IPO debut, marking the largest retail net buying day for any recent IPO, while selling other stocks including major tech names like NVIDIA and Microsoft. SpaceX's market cap surged ...
