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