NVIDIA Corporation (NASDAQ: NVDA ) has handily outperformed the S&P 500 ( SP500 ) since my last earnings coverage with a Buy rating. The stock likely would have done even better if not forI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and ...

文章核心观点 - 英伟达公司股票自上一次给予买入评级的财报覆盖以来表现远超标普500指数 [1] 分析师背景与投资方法 - 分析师为全职分析师并管理一只科技基金 拥有5年经验 持有巴西证券委员会颁发的投资组合经理和投资顾问执照 并于2024年完成CFA二级考试 [1] - 分析师拥有机械工程背景 对硬件相关领域的颠覆性技术充满热情 投资平台上的分享将主要集中于半导体、机器人和能源行业的投资观点 [1] - 投资方法论强调以合理价格投资于具有高进入壁垒的寡头垄断行业公司 并倾向于规避小型公司 投资视野以中长期为主 [1]

So, we'll keep it on the desk because everybody does own uh Nvidia. Joe, you want to you want to take this one while we work on Josh's Josh's audio. >> All you need to do is just look at the growth of revenue.It's absolutely staggering. 26 billion in 2023, 60 billion in 2024, 130 billion in 2025, estimate for 26, 206, 276 in 27, 321 in 28. I mean, that's just historic.It's unpre unprecedented. something we have never seen in the capital markets and it's the reason behind the astronomical performance that th ...

Key Points The company emerged from Chapter 11 after a major financial restructuring that reduced debt and interest costs. New equity replaces canceled legacy shares, leaving a smaller float and a reset capital structure. 10 stocks we like better than Wolfspeed › Shares of Wolfspeed (NYSE: WOLF) ripped higher today after the silicon carbide power-chip maker completed its court-supervised restructuring and emerged from Chapter 11 protection. The rally reflects relief that the balance sheet is now de ...

We recently compiled a list of the 12 Best Stocks to Own for Grandchildren. NVIDIA Corporation is one of them. NVIDIA Corporation (NASDAQ:NVDA) tops our list for being one of the best stocks to buy . It continues to dominate the AI and data center markets with groundbreaking developments in September 2025. The company posted second-quarter fiscal 2026 revenue of $46.7 billion, a 56% year-over-year increase, driven by strong demand for its Blackwell Data Center products, which grew 17% sequentially. CEO Je ...

公司股价与市场表现 - 英伟达股价周二上涨近3%创下历史新高 市值突破4.5万亿美元 [1] - 公司股价年内累计上涨约39% 持续吸引投资者关注 [1] - 英伟达股价表现优于多数大型科技股同行 但略逊于同期上涨约40%的博通 [4] 战略合作与投资 - 英伟达将对人工智能初创公司OpenAI进行股权投资 价值高达1000亿美元 [2] - OpenAI将与英伟达合作建设价值数千亿美元的数据中心 并填充英伟达图形处理器 [2] - OpenAI宣布与甲骨文合作建设五个新大型数据中心 预计将配备数十万个GPU [2] - 整个"星际之门"项目成本预计达5000亿美元 [2] - 云提供商CoreWeave与Meta达成协议 将提供价值142亿美元的人工智能基础设施服务 CoreWeave大股东包括英伟达 [4] 行业趋势与市场地位 - 英伟达首席执行官表示 公司产品约占新建人工智能数据中心支出的70% [3] - Meta、谷歌等科技公司均在显著增加基础设施支出 [4] - 花旗分析师将英伟达目标股价从200美元上调至210美元 理由是OpenAI公告后上调了对人工智能基础设施支出的预测 [3] - 分析师认为OpenAI向英伟达寻求合作 因其产品具有吸引力且用户数量及单用户计算消耗正在增长 [3]

Emerging-market stocks rallied for a ninth straight month, the longest winning streak since 2004, as inflows accelerate and investors continue to pour money into Asian technology shares. The advance extended into Tuesday, with an MSCI Inc. gauge for developing-nation equities ending the day 0.5% higher, lifting month-to-date returns to 7%. Hong-Kong listed Alibaba Group Holding Ltd. and Tencent Holdings Ltd. were the biggest advancers alongside chipmaker Taiwan Semiconductor Manufacturing Co. Most Read f ...

Dow Rises As Government Shutdown Risk Looms; Nvidia Jumps As Apple Lags 9/29/2025Indexes gained in Monday's stock market even as investors awaited updates about a looming government shutdown. 9/29/2025Indexes gained in Monday's stock market even as investors awaited... ANALYSIS: The Market Threat From A Federal Shutdown On Tuesday, Circle Internet Group (CRCL) stock received a positive adjustment to its Relative Strength (RS) Rating, from 79 to 83. Â Risk Management In The Stock Market: How Much Money To In ...

Whales with a lot of money to spend have taken a noticeably bullish stance on NVIDIA.Looking at options history for NVIDIA (NASDAQ:NVDA) we detected 953 trades.If we consider the specifics of each trade, it is accurate to state that 51% of the investors opened trades with bullish expectations and 36% with bearish.From the overall spotted trades, 152 are puts, for a total amount of $14,050,831 and 801, calls, for a total amount of $75,065,636.Expected Price MovementsAfter evaluating the trading volumes and O ...

Then last month, Schneider announced new, highly technical and detailed data center blueprints, developed with Nvidia, that the company says will significantly accelerate construction timelines as well as help operators adopt AI-ready infrastructure.Schneider announced in June it would collaborate with Nvidia to serve the growing demand for sustainable, AI-ready infrastructure. This was a research and development partnership for power, cooling, controlling and high-density rack systems to enable the next ge ...