WSJ Heard on the Street Writer Asa Fitch explains how Nvidia’s recent earnings report may have helped allay concerns about a bubble in AI and tech stocks – at least, for now. Photo: Kent ...

Nvidia has developed a software "digital leash" to track AI GPU locations via latency, responding to a $160M smuggling bust ...

DeepSeek has reportedly acquired 2,000 banned Nvidia Blackwell chips, overshadowing a $160 million DOJ bust of smugglers ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in Focus on Wall Street. On November 20, Baird raised its price target on the stock to $275.00 from $225, maintaining an “Outperform” rating.

Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable ...

Nvidia (NVDA) extends slide to drop 6% on Tuesday after a report that Meta Platforms (META) is in talks to spend billions on Google’s (GOOGL) (GOOG) AI chips. Meta is in discussions to use the Google ...

During the company's earnings call, Morgan Stanley analyst Joseph Moore pressed executives on whether Nvidia was still tracking toward the ambitious revenue outlook outlined at its GTC conference. At ...

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply as clouds remain ...

Kress provided, "Total revenue is expected to be $65 billion, plus or minus 2%. At the midpoint, our outlook implies 14% sequential growth driven by continued momentum in the Blackwell architecture." ...

TL;DR: NVIDIA reported a record $57 billion revenue in Q3 FY26, driven by surging demand for Blackwell AI systems and sold-out cloud GPUs. The company projects $65 billion in Q4 and remains on track ...