Latest news with #NVIDIACorp
Yahoo
2 days ago
- Business
- Yahoo
The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Taiwan Semiconductor Manufacturing Company, Alphabet and Amazon.com
Chicago, IL – June 6, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA, Microsoft Corp. MSFT, Taiwan Semiconductor Manufacturing Company Ltd. TSM, Alphabet Inc. GOOGL and Inc. AMZN. NVIDIA Corp. recently achieved a milestone, following double-digit revenue growth in the fiscal 2026 first quarter and a business boom. Let's explore this achievement and consider the NVDA stock's potential for investment. On Tuesday, NVIDIA surpassed Microsoft Corp. to regain the title of the world's most valuable company. NVIDIA's shares continued to rally on Wednesday, with the Jensen Huang-led company's market capitalization currently at $3.461 trillion. NVIDIA stock rose by over 50% from its low in April, leading to a market capitalization increase of over $1 trillion as investors showed renewed confidence. NVIDIA's shares have experienced periods of volatility this year due to investor concerns about the sustainability of artificial intelligence (AI) demand and the Trump administration's tariffs. However, better-than-expected first-quarter revenues, despite losing billions in sales due to the U.S. export ban on China, powered NVIDIA's shares. For the quarter, NVIDIA posted revenues of $44.1 billion, exceeding analysts' expectations of $43.3 billion and significantly more than $26 billion in the same period last year. NVIDIA successfully overcame supply-chain bottlenecks to deliver its cutting-edge Blackwell AI servers to big cloud customers, including Microsoft. NVIDIA's primary contract chip manufacturer, Taiwan Semiconductor Manufacturing Company Ltd., or TSMC, confirmed strong AI chip demand. All these developments also helped NVIDIA's shares trade in positive territory for the year, up 5.4% year to date. To enhance AI computing capabilities, cloud computing companies Alphabet Inc. and Inc., to name a few, are purchasing graphics processing units (GPUs), where NVIDIA has more than a 90% market share, according to IoT Analytics. This wide moat should continue to bolster growth. Moreover, the increase in popularity of the CUDA software platform among developers and the growing demand for the Blackwell chips due to their faster AI interface are expected to boost NVIDIA's growth. At the same time, NVIDIA stands to benefit from the AI revolution in autonomous robots and self-driving cars. Amazon employs NVIDIA's Isaac to train warehouse robots. NVIDIA's increasing value, rise in first-quarter revenues, growing AI data center spending, demand for its latest chip and GPU, and potential growth in automotive revenues should encourage stakeholders to stay invested in NVDA stock. Additionally, keeping NVDA stock due to its strong fundamentals makes sense as the company's net profit margin of 55.7% outperformed the Semiconductor - General industry's 49.5%. However, the U.S. government has restricted NVIDIA from selling its H20 chips to the Chinese market, which could impact the company's revenue growth vis-à-vis its stock performance in the future. Therefore, new entrants should wait and watch for any progress in this area before making a bet on NVDA stock. For now, NVIDIA has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
3 days ago
- Automotive
- Yahoo
Analyst Says NVIDIA (NVDA) is ‘Firing on All Cylinders' – ‘Everybody Wants Their Product'
Nvidia (NVDA) shares are in the spotlight as an increasing number of market indicators point to strong growth for the company's chips. The stock has gained about 20% over the past month. Kimberly Forrest from Bokeh Capital talked about the company during a latest program on Schwab Network. She believes Nvidia's chips demand remain strong. "I think the title if I was back on the sell side writing about this it would be like Porsche except no substitute or there is no substitute. You know years and years ago, decades ago, that was Porsche's claim that no other car was as good as theirs and I think NVIDIA Corp (NASDAQ:NVDA) has a real hold on the very high-end and even the less than high-end kind of products that it, you know, product space. So the company is firing on all cylinders, everybody wants their product, they're moving forward with good products and it doesn't look like the biggest fear that an NVIDIA Corp (NASDAQ:NVDA) shareholder has is that somebody else comes up with a good enough chip that's cheaper." A close-up of a colorful high-end graphics card being plugged in to a gaming computer. With its latest numbers and stock performance, Nvidia was able to prove the skeptics wrong. In its recently reported quarter, Nvidia's data center computer revenue rose 76% year over year, driven by Blackwell GB200. Despite a $4.5 billion inventory charge related to US import restrictions for China, the company expects gross margins to reach the mid-70% range by late this year due to scaling Blackwell production. NVDA bulls believe the company can easily offset losses related to China amid new products and market diversification. Saudi Arabia's Humain plans to buy more than 200,000 AI GPUs from Nvidia, potentially generating $15 billion in sales. The UAE reportedly has an agreement for up to 500,000 GPUs. Even without China's involvement for now, Nvidia said nearly 100 AI factories are under construction. These factories have hyperscalers deploying 1,000 GB200 NVL72 racks weekly, each with 72,000 Blackwell GPUs. RiverPark Large Growth Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2025 investor letter: 'NVIDIA Corporation (NASDAQ:NVDA) was our top detractor in the quarter as investors took profits following its extraordinary performance in 2024. Despite reporting strong quarterly results, the stock pulled back amid concerns that AI-related demand may be plateauing near-term and that capital expenditures by hyperscalers could moderate. Additionally, investor anxiety rose following the announcement of sweeping new tariffs, which sparked fears of supply chain disruptions and rising input costs across the semiconductor industry. We continue to believe that NVIDIA remains one of the most strategically important companies in global computing, with best-in class GPUs, a dominant software ecosystem, and expanding opportunities in inference, networking, and edge AI. The long-term secular trend toward accelerated computing remains intact, and we believe NVDA is well-positioned to be a key beneficiary.' READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
Nvidia CEO Plans to Offload $800 Million in Stock -- Time to Follow?
June 4 - Nvidia (NASDAQ:NVDA) CEO Jensen Huang plans to sell up to 6 million shares, worth roughly $810 million, by the end of 2025, according to a regulatory filing made under a pre-arranged Rule 10b5-1 trading plan. The move isn't sudden or unusual. Huang's sale was set up in March and is part of a scheduled program that allows executives to sell stock without violating insider trading rules. These sales occur at predetermined times, regardless of market conditions or company performance. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Huang, who still owns over 922 million shares, more than 3.7% of Nvidia, remains one of the chip giant's biggest shareholders. The sale amounts to less than 1% of his stake and appears to be more about locking in gains than losing faith. Nvidia stock has skyrocketed 1,400% over the past five years, and Huang has played a central role in that run. He recently described the company as being off to the races in its next phase of AI-driven growth. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $174.45 with a high estimate of $372.87 and a low estimate of $100.00. The average target implies a upside of +23.53% from the current price of $141.22. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $273.32, suggesting a upside of +93.54% from the current price of $141.22. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the Forecast page. This article first appeared on GuruFocus.
Yahoo
4 days ago
- Business
- Yahoo
Nvidia CEO Plans to Offload $800 Million in Stock -- Time to Follow?
June 4 - Nvidia (NASDAQ:NVDA) CEO Jensen Huang plans to sell up to 6 million shares, worth roughly $810 million, by the end of 2025, according to a regulatory filing made under a pre-arranged Rule 10b5-1 trading plan. The move isn't sudden or unusual. Huang's sale was set up in March and is part of a scheduled program that allows executives to sell stock without violating insider trading rules. These sales occur at predetermined times, regardless of market conditions or company performance. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Huang, who still owns over 922 million shares, more than 3.7% of Nvidia, remains one of the chip giant's biggest shareholders. The sale amounts to less than 1% of his stake and appears to be more about locking in gains than losing faith. Nvidia stock has skyrocketed 1,400% over the past five years, and Huang has played a central role in that run. He recently described the company as being off to the races in its next phase of AI-driven growth. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $174.45 with a high estimate of $372.87 and a low estimate of $100.00. The average target implies a upside of +23.53% from the current price of $141.22. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $273.32, suggesting a upside of +93.54% from the current price of $141.22. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the Forecast page. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Nvidia Faces $8B Hit as U.S. Halts H20 AI Chip Exports to China
May 29 - Nvidia has issued a revenue forecast of approximately $45 billion for its fiscal second quarter, acknowledging an anticipated $8 billion impact due to U.S. export restrictions on its H20 AI chips to China. Despite this significant challenge, the company's outlook remains robust, reflecting strong global demand for its AI technologies. Warning! GuruFocus has detected 4 Warning Signs with NVDA. For the fiscal first quarter, Nvidia posted $44 billion in revenue, up 69% year-on-year, and adjusted earnings of $0.81 per share. Data center sales led the way at $39 billion, a 73% increase, driven by rapid adoption of Blackwell GPUs and growing AI inference workloads. CFO Colette Kress said the Blackwell NVL72 ramp was the fastest in company history and that networking revenue climbed 64% sequentially to $5 billion. Spectrum-X now annualizes over $8 billion in sales, with major cloud customers on board. Gaming revenue hit $3.8 billion, up 48% from the prior quarter, while automotive and robotics reached $567 million, up 72% year-on-year. Kress warned that losing access to China's AI accelerator market, expected to approach $50 billion, could benefit non-U.S. rivals. CEO Jensen Huang noted that sovereign investments in AI infrastructure continue to accelerate worldwide. Looking ahead, Nvidia expects modest sequential growth across all platforms and gross margins to improve toward the mid-70 percent range later this year. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.77 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +21.48% from the current price of $134.81. Based on GuruFocus estimates, the estimated GF Value for NVIDIA Corp in one year is $265.22, suggesting a upside of +96.74% from the current price of $134.81. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data
