Latest Articles
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With A $2 Trillion Valuation, What Are The Risks For Nvidia Stock?
Nvidia (NASDAQ: NVDA) stock has rallied by almost 3.3x over the past 12 months to about $790 per share, taking Nvidia’s market cap near the vaunted $2 trillion mark. There’s a lot of reason for the optimism with Nvidia stock. As th...
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Up 3x Over The Past Year, Will Q4 Beat Drive Nvidia Stock Higher?
Nvidia (NASDAQ: NVDA) is expected to publish its Q4 FY’24 results on February 21. We expect the company to have another upbeat quarter, as technology companies and developers have been scrambling to deploy generative AI into their applic...
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Up 3x This Year, Will The AI Surge Drive Nvidia Stock Higher Following Q3 Earnings?
Nvidia (NASDAQ: NVDA) is expected to publish its Q3 FY’24 results on November 21. We expect the company to have another upbeat quarter, as technology companies and developers have been scrambling to deploy generative AI into their applic...
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At $420, What Are The Risks For Nvidia Stock?
Nvidia stock (NASDAQ: NVDA) has done exceedingly well this year rising by almost 3x since early January. There’s a lot going on for Nvidia. Technology companies and developers have been rushing to deploy generative artificial intelligenc...
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What’s Next For Nvidia Stock After Blowout Q2
Nvidia (NASDAQ: NVDA) posted an exceedingly strong set of Q2 FY’24 results on Wednesday and issued upbeat guidance for the current quarter. Technology companies and developers have been scrambling to deploy generative AI into their appli...
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Nvidia Dominates AI Silicon, But That Doesn’t Justify A $1 Trillion Valuation
Nvidia (NASDAQ: NVDA) stock surged by 24% in Thursday’s trading after the company posted a better-than-expected set of Q1 FY’24 results and provided Q2 revenue guidance that was well ahead of Street estimates. With the surge, Nvidi...
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The AI Race Is Gathering Steam. What Will It Mean For Nvidia’s Earnings?
Nvidia (NASDAQ: NVDA) is poised to report its Q1 FY’24 earnings around May 24, reporting on a quarter that is likely to have seen the company’s revenues continue to decline, amid a decline as Covid-19 related tailwinds cool off in t...
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Despite Generative AI Tailwinds, We Think Nvidia Stock Is Overvalued
Nvidia (NASDAQ: NVDA) stock has risen by over 90% year-to-date, trading at about $278 per share. Now the company’s Q4 FY’23 results were mixed, with revenue declining by about 21% year-over-year to $6.05 billion. Adjusted earnings a...
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Digital Infrastructure Stocks Benefit From Growing Interest In Generative AI
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet — had a rough 2022, declining by about 39% through the year, amid supply chain disrup...
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Company Of The Day: Nvidia
What? Nvidia (NASDAQ:NVDA) is offering a new graphics processing chip called A800 in China that has downgraded capabilities in order to bypass the U.S. export ban on semiconductor technology to China. So What? China is a huge market for Nvid...
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Nvidia Stock Has Grown 2.5x In Less Than Five Years- Here’s Why
Nvidia Corporation (NASDAQ: NVDA) stock price rose more than 2.5x from $48 in 2017 end to around $125 currently, primarily due to favorable changes in its sales. During this period, the company witnessed a strong 206% rise in revenues, and desp...
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What’s Behind Nvidia Stock’s 5x Rise Since Late 2018?
Nvidia Corporation (NASDAQ: NVDA) stock price rose 5x from $33 in 2018 end to around $167 currently, primarily due to favorable changes in its sales and P/S multiple. During this period, the company witnessed a strong 130% rise in revenues, and...
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Up 15% Over The Last Month, NVIDIA Stock Could Continue Rallying
NVIDIA Corporation stock (NASDAQ: NVDA) is up almost 15% in the past month (21 trading days), outperforming the S&P 500 which was up a little more than 3% over this period. If you look at the change over the last five and ten days, too, the...
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Company Of The Day: Nvidia
What? Nvidia (NASDAQ:NVDA) has decided to end its planned Arm acquisition at a board meeting held on Monday, per a report in the Financial Times. Softbank, Arm’s current owner, is expected to receive a $1.25 billion breakup fee. Why? Th...
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Forecast Of The Day: Nvidia’s GPU Revenue
What? Nvidia’s (NASDAQ:NVDA) GPU revenue rose from around $7.6 billion in 2020 to about $9.8 billion in 2021. Trefis expects the metric to rise further to about $14 billion in 2022 and $18.5 billion in 2023. Why? We expect growth to be...
