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Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue
“Our demand is much greater than 70%,” CEO Jensen Huang said on the earnings call.
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Nvidia whisper numbers loom over estimates as Wall Street expects strong quarter
Jensen Huang’s company’s consistent beat-and-raise behavior has loosened the tie between its quarterly performance and analysts’ expectations.
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Nvidia earnings live updates: Q2 results, memory prices and AI outlook
Follow Nvidia’s Q2 2027 earnings for data center results, guidance, AI demand and NVDA stock reaction in real time.
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OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
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Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings are effectively a referendum on the entire AI trade.
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‘Big Short’ investor Danny Moses calls 10-year yield, Nvidia the two most important assets for markets right now
The two assets are the center of gravity in financial markets at the moment, according to the Moses Ventures founder.
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Nvidia’s ‘expectations premium’ dogs the stock after earnings. Here’s what analysts are watching
Over the past year, Nvidia has topped estimates on all the topline metrics and has still been punished by investors the next trading day.
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Nvidia customers reportedly warned about AI-related price hikes
The chipmaker has told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher, Bloomberg News reported.
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Micron CEO pushes back on memory bear case. 3 key takeaways from Cramer’s big interview
Jim Cramer’s extended interview with the CEO made us more confident in our newest stock position.
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Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
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