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 infrastructure with new products like Vera Rubin and Blackwell, broadening its market reach. Despite risks from competition and margins, Nvidia's stock remains reasonably valued at 24.8 times forward earnings, supported by improved analyst estimates and a positive long-term outlook.
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...
Cantor Fitzgerald reaffirmed its Overweight rating on Nvidia with a $350 price target, suggesting nearly 27% upside from current levels. The firm highlights sustained demand for AI infrastructure as a key growth driver despite economic and supply cha...
