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News

OPINIONS

 nvidia-ceo-jensen-huang-explains-why-the-massive-ai-spending-wave-actually-makes-perfect-sense--all-of-it-justified

Nvidia CEO Jensen Huang dismissed AI bubble fears, arguing that today's massive spending is justified by a global shift fro...

 dan-ives-says-it-was-the-most-bullish-call-el-erian-calls-chipmakers-earnings-a-macro-event-analysts-explode-with-optimism-on-nvidia

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ: NVDA) and the broader AI trade, following the company's...

 trump-eyes-sweeping-ai-order-to-override-state-laws-after-warning-china-could-catch-us-in-global-tech-race-report

Trump is weighing an executive order that would let the federal government override state AI regulations, a move he argues is n...

 michael-burry-hits-back-at-critics-accuses-ai-companies-of-suspicious-revenue-recognition-and-depreciation-gimmicks-fraud-not-a-flywheel

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platf...

 nvidia-says-surging-ai-chip-demand-could-push-blackwellrubin-revenue-beyond-500-billion-target-as-stock-surges-over-5-after-hours

Nvidia signaled explosive and still-rising global demand for its Blackwell and Rubin AI chips, saying revenue could surpass its...

 bitcoin-ethereum-xrp-dogecoin-fall-even-as-stocks-spike-after-q3-nvidia-earnings-analyst-suggests-btc-whales-are-pivoting-from-dumping-to-buying

Leading cryptocurrencies failed to capitalize on the recent spike, even as stock futures lifted after Nvidia Corp. (NASDAQ:NVDA...

 nvidia-palo-alto-coreweave-broadcom-and-amd-why-these-5-stocks-are-on-investors-radars-today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564...

 nvidia-q3-fy2026-earnings-call-transcript

Here is the transcript of Nvidia's Q3 FY2026 earnings call.

 nvidia-ceo-says-in-many-cases-weve-secured-a-lot-of-supply-for-ourselves-when-asked-about-global-memory-shortage-and-says-have-negotiated-prices-with-suppliers

Conf Call

 coreweave-core-scientific-pick-and-shovel-rally-after-nvidia-earnings

Shares of CoreWeave and Core Scientific climb after Nvidia's blockbuster Q3 earnings report set off a "pick-and-shovel&...

 nvidia-ceo-says-the-number-of-customers-coming-to-us-and-the-number-of-platforms-coming-to-us-after-theyve-explored-others-is-increasing-not-decreasing

Conf. Call

 nvidia-cfo-says-not-expecting-data-center-compute--revenue-from-china-in-4q

Conf Call

 nvidia-ceo-says-he-isnt-seeing-an-ai-bubble

Conf Call

 nvidia-cfo-expects-14-sequential-growth-in-4q-driven-by-blackwell-momentum

Conf Call

 nvidia-cfo-says-nvidia-plans-to-hold-gross-margins-in-mid-70-percent-range-during-fiscal-2027

Conf Call

Core News & Articles

Conf Call

 nvidia-cfo-says-physical-ai-is-companys-next-leg-of-growth-represents-multi-trillion-dollar-opportunity

Conf Call

Core News & Articles

Conf Call

 nvidia-cfo-says-a100-gpus-shipped-six-years-ago-are-still-running-at-full-utilization-today

Conf Call

Core News & Articles

Conf Call

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