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Trump May Be Good For Nvidia
Nvidia Has 65% of Its Portfolio Invested in 1 Brilliant Artificial Intelligence (AI) Stock
Nvidia ( NVDA -3.26%) first disclosed a stake in fellow semiconductor company Arm Holdings ( ARM -5.59%) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.
Trump May Be Good For Nvidia, But I'm Selling Before The Q3 Earnings
Nvidia Corporation's Q3 results are eagerly awaited, with the stock at all-time highs amid AI enthusiasm, but Trump's policies introduce uncertainties. Read more here.
Should NVIDIA Stock be Part of Your Portfolio Ahead of Q3 Earnings?
NVIDIA Corporation NVDA is set to report third-quarter fiscal 2025 results on Nov. 20. For the fiscal third quarter, the company expects revenues of $32.5 billion (+/-2%). The Zacks Consensus Estimate is pegged at $32.
Nvidia Stock Investors Just Got 3 Bullish Updates Before Earnings
Nvidia continues to see an increase in analysts' price targets, but there are two other updates investors should know about.
2d
Nvidia's hot new AI chip has its first customer
Nvidia’s (NVDA) new artificial intelligence chip has its first customer, which plans to build the most powerful AI ...
1d
on MSN
Nvidia Stock Rises. What ASML and Foxconn Are Saying About AI Chip Demand.
Nvidia shares gain as ASML and Foxconn both say they still see strong signs of demand for artificial-intelligence ...
1d
This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About
Remember, AI-GPU scarcity has been the leading catalyst that's driven Nvidia's exceptional pricing power. With its top ...
Ars Technica
4d
Amazon ready to use its own AI chips, reduce its dependence on Nvidia
The biggest cloud providers, including Microsoft and Google, are all engaged in an
AI
spending spree that shows little sign ...
9h
How Jensen Huang Built Nvidia Into the $3 Trillion King of AI
Nvidia’s CEO turned a struggling upstart into the world’s most valuable company. An exclusive look at how it happened.
13h
Nvidia to report Q3 earnings Wednesday as AI fever continues to power Wall Street
Nvidia is expected to report Q3 earnings per share (EPS) of $0.74 on revenue of $33.2 billion, according to analysts’ ...
blockonomi
3d
Nvidia (NVDA): AI Chip Dominance Could Drive $37B Revenue in Q4
Despite Monday's pullback from record highs, analysts remain bullish on Nvidia's AI chip dominance, raising price targets to ...
2d
on MSN
Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips.
Nvidia chips will be used in SoftBank's supercomputer. It's a sign of the company's dominance in advanced AI hardware.
ReadWrite
4d
Amazon readies new AI chip to compete with Nvidia
Amazon is developing its own
AI
chips
, led by its Annapurna Labs, to compete with
Nvidia
. The new Trainium 2
chip
...
GlobalData on MSN
1d
SoftBank unit to build supercomputer with Nvidia Blackwell chips
At the Nvidia AI Summit in Japan, founder and CEO Jensen Huang announced that SoftBank Corp will be the first to receive ...
3d
SoftBank first to receive Nvidia’s latest Blackwell AI chips for Japanese supercomputer
Masayoshi Son’s strategic partnership with Nvidia underscores SoftBank’s growing role in the AI industry, from hardware to AI-driven applications.
3d
on MSN
SoftBank first to receive new Nvidia chips for supercomputer
Leading chipmaker Nvidia and SoftBank Corp , the telecommunications arm of SoftBank Group , have piloted the world's first ...
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