Nvidia Corporation maintains a Strong Buy rating, driven by strong revenue guidance and resilient gross margins despite memory cost pressures. The company expects $108 billion in revenue for the October quarter with a 74% gross margin, and a 71% margin floor for January, both exceeding key benchmarks. Nvidia's Rubin platform boosts revenue per gigawatt by 60%, supporting a target of 70% revenue growth for fiscal 2028, surpassing Wall Street expectations. While there are risks from $36 billion in guaranteed AI cloud revenue floors, Nvidia's solid free cash flow and demand-driven shortages underpin confidence in continued growth.
Nvidia shares are trading at USD 226.18 on Pluang, down 0.53% as of Sep 22, 2026 20:04 WIB. The stock shows a market cap of $5.49 trillion with a typical hold time of 114 days, reflecting steady investor interest amid the company's strong revenue outlook.
Nvidia is evolving beyond its role as a GPU leader into a dominant AI ecosystem driven by substantial cash flows and strategic investments. The company is leveraging financing partnerships and supply commitments to create a self-reinforcing cycle tha...
Ahead of the Trump-Xi summit, Boeing and Nvidia show contrasting China exposure. Boeing awaits potential aircraft orders from China, which could unlock significant backlog value, while Nvidia has already excluded China data center revenue from its ou...
AI-related stocks, including chipmakers like NVIDIA, have experienced market volatility due to public debates and warnings about AI risks. Despite concerns, AI adoption in the U.S. is rapidly increasing, with demand for AI inference and capital spend...
Chinese President Xi Jinping is set to visit the U.S. from Wednesday to Friday, with several top American tech executives like Microsoft CEO Satya Nadella, Nvidia's Jensen Huang, and Apple's Tim Cook attending a key dinner in Washington, D.C. The Chi...
The Invesco S&P 500 Momentum ETF (SPMO) underwent a semi-annual reconstitution, resulting in 54 changes affecting about 40% of its portfolio. Apple and Merck were the largest additions, while Nvidia was removed despite a strong one-year gain of over ...
