Nvidia is already the world's most valuable company, but its rally could just be getting started.As of the end of trading on Tuesday, Nvidia (NVDA +1.57%) boasted a market capitalization of about $4.3 trillion.While shares of the semiconductor giant have soared by 1,000% throughout the artificial intelligence (AI) revolution, Beth Kindig of the I/O Fund thinks Nvidia's rally is just getting started. In a recent investor note, Kindig outlined a path by which she believes Nvidia could reach a market cap of $2 ...

Key Takeaways IonQ posted Q3 revenues of $39.9M, rising 222% year over year while raising its 2025 sales guidance.The company hit #AQ 64 performance, 99.99% two-qubit fidelity, and expanded via strategic acquisitions. IonQ's DOE partnership and quantum networking efforts bolster its growing full-stack quantum platform.IonQ, Inc. (IONQ) is making significant strides in quantum computing, potentially mirroring how NVIDIA Corporation (NVDA) made the most of the artificial intelligence (AI) boom. However, the c ...

The company's fate is becoming more tied to one large customer.Nvidia (NVDA +1.40%) continued its streak of remarkable revenue growth in its third quarter (ended Oct. 26), as demand for its graphics processing units (GPUs) remains insatiable. However, there was one red flag in its report that investors should be aware of moving forward. Nonetheless, the stock jumped on the results, and it is now up more than 40% on the year.Let's dig into Nvidia's results and prospects to see whether investors should buy th ...

Nvidia's (NVDA) remarkable artificial intelligence story keeps getting stronger, and Bank of America believes the chipmaker's best days may still lie ahead. Following the company's recent quarterly results, analyst Vivek Arya projects earnings could surge to $40 per share by 2030, driven by unprecedented demand for Blackwell chips. The investment bank maintains its “Buy” rating and names Nvidia its top sector choice, highlighting five standout takeaways from the latest earnings call. Management revealed t ...

Key TakeawaysGlobal equities are poised for a stronger open, buoyed by optimism for Federal Reserve rate cuts and positive sentiment surrounding potential Nvidia (NVDA) chip approvals for China, which are expected to lift risk appetite after recent volatility.Gold prices are holding firm, with traders increasingly betting on a near-term Fed rate cut (with probabilities now as high as 74% for December) despite mixed signals from US policymakers and economic data.The United Kingdom faces significant financial ...

Could Nvidia sell its H200 chips in China?Nvidia (NVDA 1.06%) is currently barred from selling its vaunted graphics processing chips (GPUs) in China, but there may be some movement on that front. Bloomberg is reporting that the Trump administration is considering allowing Nvidia to sell its H200 chips to China -- and if so, it could be worth potentially billions to Nvidia's bottom line.NASDAQ : NVDANvidiaToday's Change( -1.06 %) $ -1.91Current Price$ 178.73Key Data PointsMarket Cap$4390BDay's Range$ 172.95 ...

Core Insights - NVIDIA Corporation (NVDA) is significantly outperforming competitors Advanced Micro Devices, Inc. (AMD) and Intel Corporation (INTC), driven by strong demand for its Blackwell chips and cloud services [1][8] Financial Performance - NVIDIA reported fiscal Q3 2026 revenues of $57 billion, a 62% year-over-year increase and a 22% rise from the previous quarter [1] - Data center segment revenues reached $51.2 billion, up 66% year-over-year and 25% quarter-over-quarter, while gaming revenues were $4.3 billion, reflecting a 1% decline from the previous quarter but a 30% increase year-over-year [2] - Net income for the quarter rose to $31.91 billion, compared to $19.31 billion in the same period last year [3] Future Outlook - NVIDIA anticipates Q4 2026 revenues to be around $65 billion, with a margin of plus or minus 2%, indicating strong growth potential [4] - The company emphasizes its leadership in AI hardware and the competitive advantage provided by its CUDA software platform [4] Market Sentiment - CEO Jensen Huang reassured investors about the sustainability of the AI boom, stating that the AI ecosystem is rapidly expanding across various industries and countries [5] - NVIDIA has returned $37 billion to shareholders through buybacks and dividends since the start of fiscal 2026, reflecting financial strength [6] Investment Potential - Following the record Q3 results, NVIDIA's growth outlook and shareholder returns make the stock attractive, with brokers forecasting an average short-term price target of $239.49, a 28.4% increase from the last closing price of $186.52 [7] - The highest target is set at $350, suggesting a potential upside of 87.7% [7] - NVIDIA's price-to-earnings (P/E) ratio stands at 40.33, which is more affordable compared to the Semiconductor - General industry's forward earnings multiple of 45.92 [10]

The chipmaker just provided convincing evidence that the AI revolution is alive and well.The advent of generative artificial intelligence (AI) has had a profound impact on the technology landscape, and arguably no company has benefited more from this paradigm shift than Palantir Technologies (PLTR 5.98%). The company had already established itself as a key data mining and analytics partner to both government and enterprise.Palantir leveraged its decades of AI experience and data mining expertise to launch t ...

Ark Invest Trading Activities - Ark Invest executed significant trades, including buying shares of Nvidia Corp and selling shares of Advanced Micro Devices Inc [1] - The firm also purchased shares of Bitmine Immersion Technologies Inc, Bullish, and Circle Internet Group Inc [1] Nvidia Trade - ARK Innovation ETF acquired 93,374 shares of Nvidia, valued at approximately $16.9 million based on a closing price of $180.64 [2] - Nvidia reported a 62% year-over-year revenue increase, reaching $57 billion, driven by demand for its Blackwell chips, although the stock ended the day 3.15% lower [3] AMD Trade - Ark Invest reduced its holdings in AMD by selling 14,087 shares across multiple ETFs, valued at approximately $2.9 million at a closing price of $206.02 [4] - Despite AMD's strategic wins in the AI market, the stock faced pressure due to broader sector concerns following Nvidia's earnings [4] Bitmine Immersion Trade - Ark Invest's ARKK and ARKF funds purchased 380,244 shares of Bitmine Immersion, totaling approximately $9.9 million based on a closing price of $26.02 [5] - Bitmine's stock is volatile, influenced by its significant holdings in Ethereum, which recently experienced a price drop [6] Bullish Trade - Ark Invest's ARKF, ARKK, and ARKW funds acquired 264,534 shares of Bullish, valued at approximately $9.65 million based on a closing price of $36.50 [8] - Bullish reported third-quarter revenue of $76.5 million, surpassing estimates, with adjusted EPS of $0.10 [9] Circle Trade - ARKK acquired 134,650 shares of Circle, valued at approximately $9 million based on a closing price of $66.93 [10] - Circle reported $740 million in revenue for Q3, with a 202% year-over-year gain, and received upgrades from Baird and Bernstein [11]

Fox Business Alert. The thousandpoint market swing where the early rally was completely torched has investors heads spinning, but Nvidia's Jensen Wong is looking skyward after his company's third quarter earnings smashed expectations. Now, look, let's be clear.Nvidia has not escaped being bitten by the jaws of today's volatility. At its highs, it was at 196. It's at 181 right now.Lost 5% of gains and is now down 2.6%. But the AI chip king's revenue surge shows its business is charging forward. It is the pre ...