Nvidia stock has 25% upside as it approaches an iPhone moment with its Blackwell chip, analyst says
Nvidia has rocketed to all-time highs, but investors should hold on a while longer as the company's next-generation Blackwell GPU will be a watershed moment, a note from Melius Research this week said.
SoftBank to get first Blackwell chip from Nvidia
NVIDIA CEO Jensen Huang on Wednesday said that he passed on an opportunity to acquire full ownership of the chipmaker, now valued at $3.6 trillion when SoftBank's Masayoshi Son offered financial backing years ago. This is a great opportunity to rebalance fixed-income allocations, says Schwab's Omar Aguilar
Nvidia Rises As All-Important Chip Leader Signals Bullish Way Forward For Blackwell; Is Nvidia A Buy Now?
Technically, that makes Nvidia stock a buy. But investors who follow the IBD Methodology and realize there's earnings risk are wondering, should they buy the stock now? On Thursday, chip lithography gear maker, ASML maintained its 2030 sales target of $46.
Nvidia's Blackwell Chip Revenue Could Hit $6 Billion Next Quarter: Analyst
Nvidia will report its third-quarter results next week and Morgan Stanley analyst Joseph Moore previews what's ahead for the company in 2025 and beyond. Here's what to know:
SoftBank first to receive Nvidia’s latest Blackwell AI chips for Japanese supercomputer
Masayoshi Son’s strategic partnership with Nvidia underscores SoftBank’s growing role in the AI industry, from hardware to AI-driven applications.
Nvidia Stock Rises. The Chip Sector Finally Got Some Good News.
Nvidia shares gain as ASML and Foxconn both say they still see strong signs of demand for artificial-intelligence semiconductors.
Nvidia Stock In Focus As Analysts Boost Price Targets For AI Chip Giant
At least five research firms raised their price targets on Nvidia stock on Thursday ahead of the AI chipmaker's fiscal Q3 earnings report.
New Nvidia AI chips face issue with overheating servers, The Information reports
Nvidia's new Blackwell AI chips, which have already faced delays, have encountered problems with accompanying servers that ...
1 Wall Street Analyst Says Nvidia Is a "Must Own" Because of This "Once-in-a-Lifetime Opportunity"
Expectations are high going into Nvidia's fiscal 2025 third-quarter report next week, and some investors are wondering ...
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Nvidia (NVDA): AI Chip Dominance Could Drive $37B Revenue in Q4
Despite Monday's pullback from record highs, analysts remain bullish on Nvidia's AI chip dominance, raising price targets to ...
SoftBank planning supercomputer with Nvidia’s Blackwell chips, Bloomberg reports
SoftBank’s (SFTBY) telecom unit plans to build an AI supercomputer in Japan using Nvidia’s (NVDA) DGX B200 platform, as well as a ...
This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About
Remember, AI-GPU scarcity has been the leading catalyst that's driven Nvidia's exceptional pricing power. With its top ...
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Did Nvidia Mislead Investors on Chip Sales?
On Wednesday The Supreme Court appeared inclined to let a class action lawsuit against Nvidia proceed, accusing the company of misleading investors.