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Nvda

All articles tagged with #nvda

business2 hours ago•14 min saved

AMD Climbs on Meta's $100B AI Compute Deal, Analysts See Big Upside

Advanced Micro Devices surged about 8.8% after Meta Platforms unveiled a multiyear, roughly $100 billion deal to secure 6 gigawatts of computing power from AMD, with first MI450 GPUs and Venice CPUs shipping in H2 2026; Meta also receives warrants for up to 160 million AMD shares, tying their success together and strengthening AMD’s AI ambitions against Nvidia as analysts raised targets and kept a Moderate Buy consensus with upside near 33%.

via TipRanks|

#ai-computing #amd #business

technology11 hours ago•15 min saved

Nvidia’s Vera Rubin: a modular, power-efficient AI data-center rack

Nvidia unveiled Vera Rubin, its next AI rack-scale system set to ship in H2 2026, boasting about 10x the performance per watt of the Grace Blackwell platform while consuming roughly twice the total power. The 72 Rubin GPUs and 36 Vera CPUs reside in a fully liquid-cooled, modular rack designed for quick swaps and easier upgrades. Competition from AMD’s upcoming Helios and in-house cloud chips from Amazon and Alphabet adds pressure, but Meta plans to deploy Rubin by 2027. Pricing is reportedly around $3.5–$4 million per rack, signaling strong pricing power as AI data-center demand grows. Analysts show a Strong Buy with a notable upside potential.

via TipRanks|

#ai-hardware #data-centers #nvda

business21 hours ago•6 min saved

Nvidia Earnings Preview: AI Demand, China Exports, and Partnerships in Focus

Nvidia is set to report its fourth-quarter and fiscal-2026 earnings after the bell, with investors watching AI demand trends, updates on the Rubin platform, and any news on U.S. export permissions for chips to China. As a leader in AI chips and AI infrastructure, Nvidia’s commentary and guidance could influence the stock and broader tech markets.

via The Motley Fool|

#artificial-intelligence #business #chip-industry

markets1 day ago•144 min saved

AMD Sparks Nasdaq Rally as Tech Rebound Gains Momentum

U.S. stocks rebounded from Monday’s AI- and tariff-related pressure, with the Nasdaq up about 1%, the S&P 500 around 0.6%, and the Dow about 0.8%, as AMD led a tech rally after expanding its AI‑chip deal with Meta; Nvidia earnings loom and software names rose on AI partnerships amid ongoing trade uncertainty.

via Investing.com|

#ai #amd #markets

technology1 day ago•13 min saved

Nvidia Joins Cybersecurity Partners to Harden Critical Infrastructure

Nvidia is partnering with Palo Alto Networks, Akamai, Siemens, Forescout and Xage Security to harden critical infrastructure by embedding security into industrial OT devices, using Nvidia’s BlueField chips to separate security tasks from the main CPU, while the partners add segmentation and secure remote access to protect energy grids, pipelines and other essential assets without slowing operations.

via TipRanks|

#akam #cybersecurity #nvda

business3 days ago•2 min saved

NVIDIA Stock Faces Potential Selloff After Earnings Amid Hedging and IV Decay

NVDA faces a delicate post-earnings setup: options positioning is bullish but implied volatility is primed to collapse from around 60% to 30%, which would squeeze option premiums regardless of earnings. To profit on calls, NVDA needs to clear roughly $200; if it stalls, gamma hedging and call unwinds could push shares toward support near $170.

via Seeking Alpha|

#business #earnings #implied-volatility

technology3 days ago•16 min saved

Nvidia targets AI-ready laptops with ARM- and Intel-based chips

Nvidia is expanding from data-center AI chips into consumer laptops, teaming with MediaTek on ARM-based system-on-a-chip designs and with Intel to pair processors with Nvidia’s graphics and AI tools for laptops from Dell, Lenovo, and HP. The goal is a 150 million annual laptop market, emphasizing thin, long-lasting AI-enabled machines rather than immediate profits, with price points likely in the $1,000–$1,500 range and a focus on long-term ecosystem integration; NVDA stock rose modestly ahead of earnings.

via TipRanks|

#ai #arm #intel

business4 days ago•5 min saved

Nvidia Poised for Upside as AI Data-Center Spend Ramps Ahead of Earnings

Nvidia is viewed as a buy ahead of its fiscal Q4 report, benefiting from a surge in hyperscaler CapEx for AI compute and Nvidia’s dominant share of AI GPUs in data centers. Analysts expect another earnings beat and see margins remaining durable around 73-75%, with the stock trading on elevated but not stretched multiples; the incremental AI-related CapEx could translate into meaningful revenue growth into FY27, supporting a bullish setup ahead of the earnings release.

via TipRanks|

#ai #business #data-centers

market-news4 days ago•16 min saved

Nvidia Gains Bullish Momentum as Meta Deal Signals AI Infrastructure Boom

Nvidia’s expanded, multiyear partnership with Meta Platforms signals a sustained wave of AI infrastructure spending, with deployments spanning Grace CPUs, Blackwell GPUs, Rubin components, Spectrum-X networking and Confidential Computing for WhatsApp. Stifel analyst Ruben Roy argues the deal could involve tens of billions in Nvidia infrastructure spend and reinforces Nvidia’s long-term AI platform roadmap, backing a Buy rating with a $250 target, as the broader market remains bullish on accelerating AI capital expenditure.

via TipRanks|

#ai #data-centers #infrastructure-spend

business4 days ago•8 min saved

Nvidia's Five-Year Stock Outlook: Big AI Growth, Slower Gains Ahead

Nvidia’s AI-driven data-center growth supports strong near-term momentum, with its latest quarter showing rapid revenue expansion and AI demand remaining robust. But over five years, pricing power may erode as customers develop in-house chips and price competition intensifies, implying more normalized returns. A five-year forecast using 10–12% annual compounding suggests a stock price around $303–$331 from today's roughly $189, signaling solid but slower gains rather than another multi-year surge.

via The Motley Fool|

#ai #business #data-center

business4 days ago•14 min saved

Nvidia Eyes AI-Driven Upside Ahead of Q4 Earnings

NVDA is expected to see a typical $2–3 billion upside to Q4 FY26 and Q1 FY27 sales, supporting a Buy rating and a $265 price target (roughly 40% upside). The company is projected to post about $65.6 billion in Q4 revenue and $1.52 EPS as AI demand accelerates, GB300 Ultra drives growth, and cloud capex rises; with China now included, Nvidia’s total addressable market could approach $4 trillion, underscoring its leadership in AI platforms.

via TipRanks|

#ai #business #earnings

market-news5 days ago•17 min saved

Nvidia’s AI Rally Faces Q4 Earnings Test

NVDA’s fiscal Q4 2026 results due Feb. 25 will test whether the AI rally can sustain gains. Bulls point to resilient AI infrastructure spending by cloud giants, a broader Meta AI partnership, and the anticipated Blackwell GPU ramp driving data-center growth, while bears warn of margin pressure from HBMs and export controls in China, plus rising in-house chip development by cloud providers. Wall Street looks for EPS of $1.52 on $65.67 billion in revenue, with full-year revenue around $213.3 billion and EPS $4.69. TipRanks’ consensus remains Strong Buy with roughly 39% upside to $261.84.

via TipRanks|

#ai #earnings #market-news

business5 days ago•17 min saved

NVIDIA's Meta AI Deal Boosts Bullish Bets Ahead of Earnings

NVIDIA (NVDA) is volatile ahead of its Q4 FY2026 results due Feb. 25, with eight top analysts reiterating Buy and targets as high as $240, while a long-term AI infrastructure deal with Meta Platforms expands Nvidia's revenue visibility and signals a deeper AI systems push beyond GPUs. Street expectations include about $1.52 EPS and roughly $65.7B in revenue for Q4, with FY2026 revenue around $213.3B, and the stock carries a Strong Buy consensus with upside of about 39%.

via TipRanks|

#ai #analyst-ratings #business

market-news5 days ago•14 min saved

Hedge Funds Turn Bullish on Nvidia Ahead of Q4 Report

Ahead of Nvidia’s Q4 FY2026 report (due Feb 25), hedge funds increased NVDA holdings by about 1.6 million shares, lifting the Hedge Fund Confidence Signal to Positive and signaling optimism on AI‑chip and data‑center demand. Wall Street expects EPS of $1.52 and revenue of $65.67B, and TipRanks’ consensus shows Nvidia as a Strong Buy with a target of $261.84 (~39% upside).

via TipRanks|

#ai-chips #earnings #hedge-funds

business8 days ago•16 min saved

Nvidia Eyes Strong Q4 Print as Analysts See Big AI-Driven Upside

Nvidia (NVDA) is set to report its fiscal Q4 next week amid expectations for strong AI-driven demand; while the stock has lagged peers, analysts like Susquehanna’s Christopher Rolland see potential upside on a solid readout and higher data-center revenue targets, raising CY25–26 DC revenue forecast to about $490B and a $250 price target (~38% upside). Wall Street’s consensus target sits near $260, indicating roughly 40% upside over the next year, with upside possible if China shipments resume and AI capex remains robust.

via TipRanks|

#business #data-center #earnings