Nvidia

Nvidia stock was falling on Monday as investors assess Big Tech spending on its processors and balance that against potential restrictions on the chip maker’s exports. Shares were down 0.7%, at $113.71, in early trading. The stock rose 2.6% on Friday. Nvidia stock rose more than 5% over the past five trading sessions and 17% in the past month, helped by technology companies Microsoft, Meta Platforms, and Amazon.com all repeating their intention to invest heavily in artificial-intelligence infrastructure, which includes Nvidia’s chips. However, Nvidia could be facing a 20% reduction in the long-term $500 billion total addressable market for its hardware from U.S. restrictions on its exports, according to BofA Securities analyst Vivek Arya. “China is about half of this, based on China’s direct contribution to global cloud capex. The other 10 [percentage] points is variable and will depend on how strictly the U.S. administration implements AI diffusion rules,” Arya […]

Stock is having its best month since May and has retraced more than 90% of what it lost during the DeepSeek dive Shares of Nvidia Corp. notched another gain Tuesday, as investors have been given more reason to believe the perceived threat from DeepSeek’s artificial-intelligence platform is overblown. BofA Securities analyst Vivek Arya said while Wall Street continues to debate the impact of China-based DeepSeek’s “overstated” claim of lower costs to develop AI, new plans to boost AI spending keep emerging. Nvidia’s stock (NVDA) rose 0.4% on Tuesday and has climbed 6.9% amid a three-day win streak. It has now retraced about 90% of the selloff it suffered after the DeepSeek threat first came to light – causing a 17% plunge in Nvidia’s stock on Jan. 27, and a total 18.2% dive through Feb. 3. BofA’s Arya said global investors may have also missed the announcement last week at the

Nvidia stock was rising early Friday. The chip maker could face some obstacles in shipping new artificial-intelligence hardware in the first half of the year but there’s reason to be patient. Nvidia shares were up 0.6% at $136.10 in premarket trading. The stock rose 3.2% on Thursday. Nvidia’s multimillion-dollar GB200 NV liquid-cooled rack systems are expected to be in high demand this year as the most advanced AI infrastructure. However, it could take some time before that turns up on the company’s top line. “Not unexpectedly, Nvidia GPU AI servers with GB200 drive a complex connectivity/power upgrade and, near-term, we estimate some growing pains. Our checks indicate that while JanQ DC [January-quarter data-center revenue] is expected in-line, AprQ could be more flattish as near-term ramps remain modest,” wrote Mizuho analyst Vijay Rakesh in a research note. Rakesh now expects Nvidia to report $36.7 billion in data-center revenue for the April

A screen of the S&P 500 still has Nvidia standing out, despite this year’s DeepSeek disruption for the stock. A year ago, a screen of the S&P 500 placed Nvidia Corp. at the top of the list of companies that were expected to show the most rapid increases in revenue from 2023 through 2025. Now it is time to run the screen again, using estimates through 2026. We ran that screen on Feb. 15 last year, using data as of the market close the previous day. Nvidia’s (NVDA) stock has returned 80% from Feb. 14, 2024, through Tuesday, while the S&P 500 SPX has returned 23%. All investment returns in this article included reinvested dividends. Nvidia’s stock has declined 1.1% this year, while the S&P 500 has returned 3.3%, through Tuesday. So one might conclude that the disruption on Jan. 27, when Nvidia’s stock sank 17.5% on the news that

Nvidia stock was edging up early Wednesday. The future of the Stargate Project infrastructure plan and the potential expansion of Meta Platforms’ in-house chip efforts are in focus for investors. Nvidia shares were rising 0.2% to $133.05 in premarket trading. The stock fell 0.6% on Tuesday. In the build up to the chip maker’s earnings report on Feb 26., the focus is on big spending commitments for AI infrastructure. Japan’s SoftBank Group said Wednesday that the Stargate Project — which aims to spend as much as $500 billion on AI infrastructure in the U.S. — won’t rely on SoftBank’s equity for funding after it booked a $2.42 billion loss for the last quarter of 2024. That could relieve concerns over the Japanese group’s volatile earnings posing an obstacle to Stargate. Nvidia is a technology partner for the project, which aims to build new AI data centers in the U.S. SoftBank

Nvidia stock looked set to climb again on Thursday, having racked up gains the previous session thanks to Google parent Alphabet’s artificial intelligence spending plans. Shares of the chip maker rose 1.8% to $127.10 in premarket trading. Futures tracking the benchmark S&P 500 were up 0.2%. Nvidia stock climbed 5.2% on Wednesday after Alphabet pledged to make $75 billion in capital expenditures this year. That came after Microsoft and Meta Platforms also said they intend to raise their capex as they rush to build AI infrastructure. It was a much-needed boost. Nvidia stock has started 2025 in the red amid fears that the rapid rise of Chinese startup DeepSeek’s cheaper AI model could lead to big technology companies rethinking their capital expenditure plans. Western rivals have accelerated the launch of new AI models in response to DeepSeek’s advances. Google said Wednesday it would offer a new “Flash-Lite” version of its

Nvidia stock reversed course Thursday after rallying earlier this week on the back of President Trump’s announcements on artificial intelligence. Investors had been worried about a slow rollout of the company’s Blackwell chip but a flagship $500 billion AI plan is soothing those fears. Nvidia shares were down 2% to $144.20 in premarket trading. It rose 4.4% Wednesday, amid broad gains for AI stocks, fueled by the announcement of the Stargate Project — an AI infrastructure investment partnership between the White House, Oracle, OpenAI, and SoftBank. Thursday’s premarket drop may well be investors taking profits after a good two-day run. Nvidia is mentioned as a partner in Stargate but not one of the key players and analysts are predicting it could greatly boost the chip maker over the coming years. The Stargate initiative pledged up to $500 billion in investments in AI infrastructure such as data centers over the next

Nvidia stock rose early Wednesday after President Donald Trump sent another signal to markets that artificial intelligence would be a priority under his new administration. The absence of Nvidia CEO Jensen Huang at the inauguration Monday stuck out as Big Tech CEOs thronged to the event. The heads of some of the biggest companies in the world all attended: Meta Platforms’ Mark Zuckerberg, Amazon.com’s Jeff Bezos, Tesla’s Elon Musk, Apple’s Tim Cook, and Alphabet’s Sundar Pichai. Yet Trump’s first days in office saw big gains for Nvidia, propelling its market value past that of iPhone maker Apple to $3.45 trillion. Nvidia shares were up 3% to $145.02 in premarket trading Wednesday. Shares rose 2.3% Tuesday and are up 4.9% so far in 2025. The stock move doesn’t appear to be linked to any significant policies directly linked to Nvidia, but more about overall sentiment toward AI companies. Late Tuesday, the

Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help Nvidia’s company’s long-term growth Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the nitty-gritty of the next few quarters as the company works to ramp up production of its new Blackwell chip. But the newly announced Stargate joint venture, which could drive a $500 billion investment in artificial-intelligence infrastructure over the next four years, “sure puts [the] Blackwell transition in perspective,” according to Melius Research analyst Ben Reitzes. By his assessment, “well over” $100 billion of Stargate spending could go toward Nvidia (NVDA), with more going to companies like Broadcom Inc. (AVGO) and Arista Networks Inc. (ANET) that also play into computing and networking. Nvidia’s stock is up 4.1% in

Nvidia (NVDA) will likely post strong Q4 results and Q1 guidance as recent investor worries about a “near term ‘air-pocket’ are overblown,” UBS said in a note to clients emailed Tuesday. Nvidia has “essentially tread water since last earnings” amid supply chain concerns and worries surrounding the ramp of Blackwell server racks, the investment firm said. However, “Blackwell chipset/compute board yields have inflected higher, and mix in both FQ4 (Jan) and FQ1 (Apr) is shifting very rapidly to Blackwell and away from Hopper,” said UBS analysts including Timothy Arcuri. Also, Nvidia “recognizes revenue when ODMs/OEMs take title of compute boards and we believe that in many cases end customers like the big hyperscalers are using a buy and sell model to leverage ODMs or their suppliers’ working capital, and in some instances may be providing bridge financing for this inventory,” the note said. In addition, the main hardware issue has

Nvidia (NVDA) is likely to post strong fiscal fourth-quarter results, despite certain concerns that have lingered since its last quarterly report, UBS Securities said in a note e-mailed Tuesday. The chip-making giant is scheduled to report fourth-quarter results Feb. 26. In November, its third-quarter earnings more than doubled year over year as demand for generative artificial intelligence propelled revenue above Wall Street’s estimates. “(Nvidia) has essentially tread water since last earnings, in part due to supply chain noise and concerns around the ramp of Blackwell server racks,” UBS analysts Timothy Arcuri and Grant Joslin said. UBS projects Nvidia’s fourth-quarter adjusted earnings at $0.95 a share on revenue of $42.15 billion. The Street is looking for $0.84 and $37.97 billion, respectively, according to UBS. The brokerage sees revenue from the Blackwell gen AI system at about $9 billion, up from its prior outlook of $5 billion, with the potential to reach

Nvidia stock has had a slow start to 2025 after back-to-back years of triple-digit gains — and that could soon become the new normal. Shares have climbed 2.6% to $137.71 so far this year — meaning the chip maker is only just outperforming the S&P 500, which is up 2%. Last year, Nvidia soared 171%, while the benchmark index rose 23%. That doesn’t mean investors should worry. Nvidia still dominates the market for the graphics processing units required to power artificial-intelligence programs — so its profit should keep rising as long as tech companies keep dipping into their pockets to splash the cash on AI. But there’s a sense on Wall Street that another year of eye-popping returns looks unlikely. The 66 analysts who cover Nvidia have set an average price target of about $176, according to FactSet data, which implies shares can climb 28% from their level as of