NVDA Ticker Curator

Nvidia has beaten EPS estimates five straight quarters yet fallen after four of them, with drops up to 6%.

Guidance now drives moves more than...

Nvidia's Q2 results arrive with record growth expectations of $92bn revenue—nearly double last year and its fastest pace in seven quarters—yet the...

Nvidia plans to ship a new AI chip designed for China by end of 2026 while partner ChipAgents raises $60 million to speed chip design, highlighting ongoing pricing power amid supply chain shifts.

Nvidia is expanding its ecosystem into local AI hardware, signaling a strategic shift past data-center dominance. Partnering with Perplexity, the new...

Nvidia's $6B Poolside deal secures distribution rights to frontier coding models and researchers, positioning the chipmaker for recurring revenue as...

Nvidia's upcoming Q2 report fuels hopes of a record high above $236, with data center revenue eyed at $85.67B and Q3 guidance potentially topping...

Taiwanese prosecutors indicted a senior Nvidia Taiwan manager and eight others for smuggling 130 B300 AI servers to China, marking the first known...

NVIDIA's two-decade CUDA bet created a full-stack moat of programmable GPUs, libraries, and systems that now drives $215.9B FY2026 revenue.

• Software...

Jim Cramer views Nvidia's report as a litmus test for the wider AI trade, remaining bullish yet warning that supply constraints, data-center...

• Investment scale: Up to $105B commitment to SB Energy for the PORTS Technology Campus, potentially the priciest data center project ever at full...

OpenAI's Jalapeño ASIC claims 1.5-1.9x higher throughput per watt and 1.7-3.6x lower latency than Nvidia GB300 on inference benchmarks, using a 700W...

Taiwan's first known indictment of an Nvidia manager for alleged AI server smuggling underscores tightening enforcement around US export controls.

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Nvidia's earnings test options volatility, guidance thresholds, financing sustainability, and AI demand breadth.

• Options signal: Markets price...

NVIDIA positions BlueField-4 as the trusted DPU co-designed into every Vera Rubin node, isolating hosts and owning the tenant data path.

• Specs: 64...

Nvidia reports Q2 earnings Aug. 26 amid its longest losing streak since 2022.

• Networking surge: Up 200% YoY, outpacing compute's 77% growth as...

Nvidia options price a 5.4% post-earnings move — a $280 billion market-cap swing — well below the 7.4% historical average.

This compression signals...

Nvidia earnings create clear ripple effects, with semis showing strong sympathy moves and defensives diverging.

• Sympathy leaders: AMD (0.75...

• Hyperscaler risk: Concentration concerns dominate as the five or six big customers face eroding cash flow, with Amazon and Alphabet turning negative...

OpenAI's Jalapeño chip shows 1.5x-1.9x better performance per watt and up to 3.6x lower latency than NVIDIA GB300 systems on inference benchmarks.

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Cisco's new Secure AI Factory solutions with Supermicro directly embed Nvidia tech for hyperscale and sovereign clouds.

• Partnership details:...