NVDA Ticker Curator

• Jefferies projects $95B Q2 revenue, nearly $3B above $92.07B consensus
• Morgan Stanley sees $91.1B for Q2 and $102.3B for Q3, aligning with...

Waymo's latest autonomous driving system integrates Nvidia accelerated computing as a critical foundation alongside its custom 5 nm ASIC delivering...

Poolside AI struck a $6 billion non-exclusive licensing deal with Nvidia plus a $1 billion investment at $12 billion pre-money valuation, underscoring massive demand for Nvidia's AI infrastructure from coding AI startups.

Nvidia research shows the software harness — not the underlying model — is the real driver for long-horizon AI tasks, lifting Claude Opus 5 to a 100% ARC-AGI-3 score with memory tweaks and a supervisor component.

Consensus points to a robust Q2 beat as analysts lift targets and estimates ahead of earnings.

• Estimate upgrades: One firm raised FY2027/2028...

NVIDIA's official AI account announced its general-purpose coding agent AVO scored 100% on the ARC-AGI-3 interactive reasoning benchmark.

• Minority investment in Cloverleaf Infrastructure targets U.S. data center power and site development for AI projects
• Comes days after Nvidia's...

Rising Treasury yields are pressuring AI stocks ahead of Nvidia's August 26 report, with the 30-year yield hitting its highest level since 2007.

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NVIDIA is weighing a potential acquisition of South Korean AI startup Rebellions to strengthen its inference chip portfolio and extend its AI...

Multiple analysts reaffirm Buy ratings on NVDA even as the stock holds flat near $218 amid rising Treasury yields.

• Stifel sets $282 target, RBC at...

Vera Rubin racks are now live at OpenAI, validating NVIDIA's accelerated product ramp and strengthening the key partnership ahead of earnings.

CoreWeave pioneered the neocloud model of stockpiling Nvidia GPUs and renting compute capacity, which Jensen adopted as the blueprint for how these...

OpenAI just took delivery of its first NVIDIA Vera Rubin racks, now running the training stack for next-gen frontier AI pre-training. This milestone directly validates the Rubin ramp ahead of earnings.

China's AI sector shows deepening dependence on Nvidia across multiple fronts:

• Pricing power: DeepSeek's fourfold API hikes signal sustained compute...

Nvidia's aggressive investments are building a self-reinforcing AI ecosystem while exposing it to major downside risks.

• Ecosystem advantage:...

NVIDIA trades at 32.1x trailing earnings but consensus compresses that to 24.2x in FY2027 and 17.1x in FY2028 with no price change. The binding limit...

IREN's Horizon 1 data center passed Microsoft's acceptance and Nvidia's GB300 testing for Exemplar Cloud status, unlocking the first revenue from its...

• Retail turns extremely bearish on Stocktwits ahead of next week's earnings
• Analysts keep Outperform ratings with targets of $300 and $265
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Nvidia now plays Fannie Mae's role for compute, with roughly $500bn in Blackwell and Rubin purchase commitments through 2026 financing AI labs that...

Beijing is approving limited H200 shipments to firms like ByteDance and Tencent for hybrid AI training, while local inference demand creates openings...