After Nvidia's strong Q2 earnings with revenue up 105.85% year-over-year to $96.22 billion, a persistent premarket seller pushed the stock down from its post-earnings high. However, CEO Jensen Huang announced on Mad Money that the company will increase its stock buybacks, having already returned $26 billion to shareholders this quarter and still holding $99 billion in buyback authorization. Nvidia also provided strong guidance for Q3 and FY28, expecting revenue growth around 70%, well above analyst estimates. The combination of robust growth and a large buyback program suggests potential support for the stock despite short-term selling pressure.
Nvidia is strategically investing in the AI ecosystem by subsidizing major AI infrastructure projects, similar to how a nation-state might operate. This approach is aimed at expanding its future market and creating a strong competitive moat. Early si...
Nvidia and Salesforce reported better-than-expected quarterly earnings, challenging key bearish views on their businesses. Salesforce showed its strongest sales growth in four years and expanded AI partnerships, easing fears that AI would reduce dema...
Nvidia Corporation is considered significantly undervalued despite its stock price rising 7% to $224 per share. The company is expected to achieve 70% revenue growth by fiscal year 2028, supported by strong demand that outpaces supply and $279 billio...
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Nvidia's Q2 earnings report triggered a rally in tech stocks, particularly in software, reflecting investor confidence in AI applications. Nvidia is using cash flow from its chip business to acquire and invest in AI application and tooling companies,...
