Latest Articles
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Nvidia Graphics Chips In The New MacBook Pro Would Be A Huge Win
With rumors of Apple’s new MacBook Pro featuring Nvidia’s (NASDAQ:NVDA) GPU making the rounds, Nvidia might just have scored a point against its ongoing competition with AMD (NYSE:AMD). Though neither Apple nor Nvidia have directly c...
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Patents From IPWireless Support Nvidia’s Growing Mobile Business
After seeing a 21% sequential increase in its consumer products portfolio last quarter driven by growth in its Tegra business, Nvidia (NASDAQ:NVDA) has made yet another dent in its mobile processing business with the acquisition of a set of paten...
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Nvidia’s Q1 Earnings: Tegra3 and Kepler GPU’s Promise a Better 2012
The hard drive shortage and the consequent higher prices negatively impacted Nvidia’s (NASDAQ:NVDA) GPU sales in the last quarter of 2011. As expected, the company continued to face headwinds from the soft economy and the high hard drive pr...
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Nvidia’s Earnings To Give Updates On Graphics And Mobile Initiatives
Graphics and mobile chip maker Nvidia (NASDA:NVDA), is set to announce its Q1 2013 result on Friday. A slowdown in GPU sales due to the hard drive shortage, a decline in integrated GPU business, the economic crisis in Europe and a slowdown in the...
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Nvidia Is Worth $21 And Here’s One Way To Look At It
Our price estimate for Nvidia stands at $21.26 implies a premium of about 40% to the current market price. In the past, we wrote on several growth catalysts for Nvidia, including the future growth in mobile computing, continued strong sales of di...
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Nvidia Launches Kepler GPUs That Challenge AMD
Nvidia (NASDAQ:NVDA) has launched two new graphics cards (GPUs), GeForce GTX 680 for desktops and GeForce GT 640M for notebooks, based on its next generation Kepler architecture. We estimate that discrete desktop GPU and discrete notebook GPU bus...
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How Tegra Can Become Nvidia’s Most Valuable Segment
Nvidia (NASDAQ:NVDA) has traditionally designed and developed discrete and integrated GPUs for notebooks, desktops and workstations. As the introduction of APUs from Intel (NASDAQ:INTC) and AMD (NYSE:AMD) has forced Nvidia to exit integrated grap...
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Nvidia’s Discrete Graphics Business Under Fire from Sandy Bridge and Llano
The introduction of Sandy Bridge and Llano from Intel (NASDAQ:INTC) and AMD (NYSE:AMD), respectively, has forced Nvidia (NASDAQ:NVDA) to exit its integrated graphics chipsets business, which once earned significant revenues for the company. For 2...
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Nvidia’s GPU & Mobile Businesses Suffer Slightly in Q4
As expected, Nvidia’s (NASDAQ:NVDA) GPU business suffered in Q4 of fiscal 2012 as a result of hard drive shortage. Its earnings release showed that the shortage not only led to reduced PC shipments, it also encouraged PC makers to exclude G...
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Nvidia Earnings Preview: What We Are Watching
Graphics and mobile chip maker Nvidia (NASDAQ:NVDA) will release its Q4 fiscal 2011 and full year results February 15. As almost 30% of Nvidia’s value comes from professional graphics cards, it will be critical for investors to watch for tr...
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Nvidia, Asus Announce Quad-Core Tablet, A Look At Nvidia’s Opportunity In Tablets
Nvidia (NASDAQ:NVDA) and Asus recently announced an Android based tablet that will be powered by Nvidia’s quad-core Tegra 3 chip and will sell for $249. Tegra 3 is a significant advancement over Tegra 2 and should help Nvidia gain a greater...
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Nvidia’s Ready for Redemption in 2012, Stock Worth $21
Nvidia’s (NASDAQ:NVDA) stock reached promising heights early in 2011 before falling to its current levels. The initial excitement generated by the launch of its dual-core Tegra chips and the announcement of Project Denver died down as Tegra...
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Nvidia 2011 Review: Key Developments for the Graphics King
2011 has been a year of significant developments for Nvidia (NASDAQ:NVDA), accompanied by some wide swings in its stock price. While the company made some significant announcements on the product development side, it also had to face the afterma...
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Nvidia Updates: Slips In Mobile Market, Likely To Win Apple’s Contract
Nvidia’s (NASDAQ:NVDA) stock is trading well below the early 2011 levels. The last couple of weeks have shown both positives and negative announcements regarding the company. A research from Strategy Analytics indicates that Nvidia has slip...
