IREN Limited (NASDAQ:IREN) stock fell 6% to $39.85 midday Wednesday as traders de-risked ahead of its fiscal fourth-quarter 2026 earnings report Thursday, while Core Scientific (NASDAQ:CORZ) declined …
Jim Cramer questioned Nvidia's roughly $30 billion investment in OpenAI ahead of Nvidia's second-quarter earnings report on Wednesday, August 26 at 4:20 PM ET, arguing that the capital is financing a …
Bank of America Securities semiconductor analyst Vivek Arya said on CNBC that Nvidia Corp. could generate $1 billion in free cash flow every weekday by this time next year, and that the stock is 30-50…
Nvidia Corp. is on pace to become the first semiconductor company to post $100 billion in revenue in a single quarter, with consensus estimates for fiscal Q3 2027 (ending October 2026) at roughly $104…
Nvidia is set to report fiscal second-quarter 2027 earnings on August 26, with analysts expecting roughly $92 billion in revenue and adjusted EPS of $2.09, representing about 97% year-over-year growth…
Morgan Stanley initiated coverage of Nvidia's credit profile with a neutral rating, projecting that the chipmaker's total AI-related credit exposure could reach roughly $200 billion by the end of 2028…
Nvidia's stock is up 14% year to date, trailing the S&P 500's 12% gain and significantly underperforming peers like Micron (up 225%), Intel (up 138%), and AMD (up 124%). Raymond James analyst Simon Le…
Nvidia Corp. reports fiscal second-quarter earnings Wednesday, with Wall Street focused on CEO Jensen Huang's forward guidance as a barometer for AI spending. Analysts project revenue nearly doubled y…
Nvidia has begun mass production of its Groq 3 LPX inference accelerator, with Samsung Electronics manufacturing the key chips on its 4-nanometer process, raising expectations that Samsung's loss-maki…
Nvidia announced at Gamescom 2026 that DLSS 4.5 Ray Reconstruction is now available for all GeForce RTX GPUs, supporting 30 titles at launch, and that its RTX Mega Geometry tech, debuting in Gears of …
OpenAI CEO Sam Altman admitted in a podcast that AI adoption is still at the 'palm pilot stage,' saying 'We've not had the iPhone moment' and that the economy's inertia means 'we've all been too ambit…
NVIDIA Corp. reports Q2 FY27 earnings on August 26, with CEO Jensen Huang guiding to $91 billion in revenue, plus or minus 2%, after Q1 Data Center revenue hit $75.246 billion, up 92% year over year. …
Cerebras Systems reported Q1 FY27 core revenue of $209.87 million, up 103% year over year, while NVIDIA reported $81.61 billion in quarterly revenue with Data Center revenue of $75.246 billion, up 92%…
Nvidia reported Q1 FY2027 revenue of $81.61 billion, with data center revenue up 92% to $75.25 billion, while AMD reported Q2 2026 revenue of $11.54 billion, with data center revenue up 107% to $6.72 …
Nvidia stock has fallen for seven straight trading days, its longest losing streak since 2022, ahead of its earnings report on Wednesday evening, with shares down about 7% compared to a 1.2% drop in t…
NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) are expected by Wall Street to lead the Magnificent Seven into Q3, with NVIDIA's Q1 FY27 revenue hitting $82 billion (up 85% year over year) on …
Accelerated Understanding Inc, founded by AI researchers Anima Anandkumar and Benedikt Jenik, unveiled a physics-first model that processes 5 trillion data points in a single prompt, claiming capacity…
Taiwanese prosecutors indicted a senior Nvidia manager, surnamed Chang, and eight others for allegedly smuggling 74 servers containing high-end B300 AI chips into China via Japan and Indonesia, circum…
Nvidia is spending $6 billion to build one of the world's most powerful open-weight AI models, a move that Chinese state media welcomes as a sign that the US is shifting toward open-source AI. The inv…
On July 24, Jensen Huang made his first post on X, a policy letter signed by 25 companies, doubling to 50 within a day, asking Washington not to restrict open weight AI models, with signatories includ…