Key Points CEO Jensen Huang recently announced the company's new Rubin chips are in "full production." Nvidia expects to bring in revenue of $65 billion in the fourth quarter of its fiscal 2026, which ends Jan. 25. Nvidia's market capitalization is $4.5 trillion. 10 stocks we like better than Nvidia › At CES 2026 this month, Nvidia (NASDAQ: NVDA) CEO Jensen Huang discussed the upcoming delivery of the chipmaker's Rubin platform, named for Vera Florence Cooper Rubin, an American astronomer and tr ...

Key Takeaways NVDA's Data Center revenues hit $51.22B in Q3 FY26, nearly 90% of sales, up 66% year over year.NVDA's Blackwell GB300 systems are shipping in volume, offering higher performance and energy efficiency.NVDA expects continued data center strength from cloud, sovereign AI and enterprise AI demand.NVIDIA Corporation’s (NVDA) Blackwell platform is becoming a key driver of its Data Center revenue growth. In the third quarter of fiscal 2026, the Data Center segment generated $51.22 billion in revenues ...

Core Insights - The launch of Starcloud-1 satellite marks the first instance of an artificial intelligence model, Gemma, being trained and operated in space, utilizing a Nvidia H100 GPU that is 100 times more powerful than previous space GPUs [2][3] - Starcloud aims to establish orbital data centers to address the growing digital infrastructure crisis on Earth, which is facing increasing energy consumption and environmental concerns [4][5] Company Overview - Starcloud, co-founded in 2024, is backed by Nvidia and has successfully demonstrated the operation of AI models in space, indicating the feasibility of space-based data centers [5][6] - The company plans to build a 5-gigawatt orbital data center equipped with solar and cooling panels, which would be more efficient and cost-effective compared to terrestrial facilities [8] Technological Innovations - The satellite's AI model, Gemma, is capable of sophisticated responses similar to Earth-based databases, showcasing the potential of space-based AI applications [7] - Starcloud has also trained another model, NanoGPT, using the complete works of Shakespeare, demonstrating the versatility of its technology [7] Environmental Impact - Orbital data centers are projected to have 10 times lower energy costs than terrestrial data centers, addressing the constraints of energy consumption on Earth [5] - These space-based facilities can harness constant solar energy, unaffected by terrestrial weather and day-night cycles, contributing to environmental sustainability [9][12] Applications and Use Cases - Starcloud's orbital data centers have potential commercial and military applications, such as real-time intelligence for disaster response, including wildfire detection [10] - The company is working on integrating advanced AI workloads from space, enhancing capabilities for various industries [11]

Core Viewpoint - The cryptocurrency markets indicate that the likelihood of Nvidia reaching a new record high above $201 by December 31, 2025, is low, despite strong interest at various price levels [1][2]. Price Predictions - The market assigns a 57% chance for Nvidia to finish near $200, with lower probabilities for higher targets: 19% for $215, 4% for $230, and under 1% for $245 and $260 [1][2]. - There is a 10% chance of Nvidia stock finishing near $165 and a 5% chance of ending at $160, while the $190 bracket has an 85% probability, indicating confidence in maintaining elevated prices [3]. Market Sentiment - The overall sentiment suggests a stable but capped outlook for Nvidia, with little conviction that the stock will break into record territory over the next year [3]. Company Fundamentals - Nvidia benefits from increasing demand for AI infrastructure, strong data-center revenue, and an upcoming product roadmap, including the Blackwell platform and Rubin architecture expected in late 2025 [4]. Recent Stock Performance - As of the latest update, Nvidia stock was trading at $185, having closed the previous session up nearly 2%, and showed strength in pre-market trading [5]. - The stock gained momentum following an announcement that the U.S. will allow Nvidia to sell its H200 AI chips to approved customers in China, subject to a 25% levy, easing previous export restrictions [7]. - This announcement coincides with Congress considering a bipartisan bill that could block H200 and Blackwell shipments for 30 months, creating uncertainty in policy direction [8].

Core Insights - Nvidia has demonstrated significant revenue and profit growth, primarily driven by its leadership in the AI chip market, with the latest earnings report showing record revenue levels [2][3] - Cathie Wood, founder of Ark Invest, has increased her investment in Nvidia, reflecting confidence in the company's long-term potential despite short-term stock fluctuations [4][5] Company Performance - Nvidia's recent earnings report revealed double-digit revenue gains, with sales of its latest Blackwell platform described as "off the charts" by CEO Jensen Huang [3][6] - The company has a market capitalization of $4,436 billion, with a gross margin of 70.05% and a current stock price of $177.87 [8] Investment Activity - Cathie Wood purchased 93,374 additional shares of Nvidia, bringing her total holdings in the Ark Innovation fund to 620,955 shares, which now represent about 1.5% of the fund's portfolio [5] - The stock is currently positioned 22nd out of 48 holdings in the Ark Innovation fund [5] Market Outlook - Nvidia is expected to benefit from increased infrastructure spending in AI, with major cloud service providers committing to invest more in this area [8] - The company has a roadmap for annual updates to its AI chips, indicating a proactive approach to maintaining its competitive edge [8] Valuation Perspective - Despite recent stock price declines, Nvidia's valuation at 38 times forward earnings estimates is considered reasonable, presenting a potential buying opportunity for long-term investors [9]

Core Insights - Nvidia stock has experienced a remarkable increase of 1,000% over the past five years, driven by high demand for AI chips [1][2] - Despite strong earnings reports, Nvidia's stock fell approximately 3% following the latest quarterly report due to low expectations for interest rate cuts and concerns about a potential AI bubble [2] Company Performance - Nvidia's strategic focus on the AI market has positioned it as a leader in the design of AI chips, resulting in significant earnings growth and stock performance [4][5] - In the third quarter of the 2026 fiscal year, Nvidia reported a revenue increase of 62% to $57 billion, with a gross margin exceeding 73% [6] Market Demand - Sales of Nvidia's latest Blackwell platform are described as "off the charts," indicating strong compute demand from major customers like Amazon and Alphabet [7] - Competitors in the chip design industry, such as Broadcom and Advanced Micro Devices, also report high demand for AI-related products, reinforcing the optimistic outlook for AI growth [7] Historical Performance - Historical data shows that Nvidia's stock has advanced in seven out of the last nine quarterly earnings reports, typically resulting in double-digit gains [8] - The two instances of stock decline were limited to single-digit losses, suggesting a strong track record of performance following earnings reports [8] Long-term Outlook - Nvidia is expected to benefit from substantial investments in AI infrastructure, with trillions of dollars projected to be spent in the coming years [10] - Currently, Nvidia stock is trading at 38 times forward earnings estimates, which is considered reasonable for a leader in a high-growth industry [11]

Core Viewpoint - Nvidia's upcoming earnings report is highly anticipated as it will reflect the company's performance in the AI chip market, which significantly influences market sentiment [1][2]. Recent Performance and Outlook - In Q2 of fiscal 2026, Nvidia's revenue increased by 56% year-over-year to $46.7 billion, driven by strong demand for data center chips, which also saw a 56% year-over-year rise to $41.1 billion [4]. - Non-GAAP earnings per share rose by 54% year-over-year to $1.05, indicating robust volumes and high gross margins [4]. - For Q3 fiscal 2026, Nvidia expects revenue of approximately $54 billion, representing about 54% year-over-year growth compared to $35.1 billion in the same period last year [6]. Market Dynamics - The AI race is central to Nvidia's strategy, with the Blackwell platform being a key focus for growth [5]. - Despite impressive growth, the pace is moderating compared to previous quarters, which saw year-over-year growth rates of 94% and 78% [6]. Valuation and Risks - Nvidia's current market capitalization is around $4.6 trillion, with a price-to-earnings ratio of 53, indicating high expectations for continued strong growth [11]. - Risks include potential slowdowns in revenue growth due to capital spending cycles, competition from cloud giants designing their own AI chips, and geopolitical factors affecting demand [9][10]. - The stock reflects significant confidence in sustained customer spending, but there is a risk of a valuation reset if growth slows unexpectedly [11][12]. Investment Considerations - For long-term investors willing to accept volatility, a small position in Nvidia may be justified as part of a diversified portfolio [13]. - More cautious investors might consider waiting for a more favorable entry point [13].

Core Insights - Nvidia is expected to report strong earnings, with a history of surpassing analysts' estimates and significant demand from cloud service providers [5][6] - Palantir Technologies, despite reporting better-than-expected earnings and raising guidance, saw its stock decline, raising concerns for Nvidia shareholders [2][3] Company Performance - Palantir's stock fell nearly 8% after its earnings report and has since declined about 16%, despite impressive earnings and guidance [2][3] - Nvidia's stock is currently priced at $186.60, with a market cap of $462.1 billion and a gross margin of 69.85% [4][5] Market Context - Both Nvidia and Palantir have experienced significant stock market gains, with Palantir up 2,000% and Nvidia up 1,100% over the past three years [3] - Nvidia's cumulative shipments for its AI platforms are reported to total $500 billion, indicating strong demand and potential for positive earnings [6] Valuation Comparison - Palantir's valuation is a concern, trading at over 230 times forward earnings estimates, while Nvidia trades at about 40 times, suggesting Nvidia is more reasonably priced [7][8] - Investors may be hesitant to invest in Palantir due to its high valuation, even after good earnings, while Nvidia's valuation does not present a major reason for investors to sell [8][9] Investor Sentiment - The performance of Nvidia's stock post-earnings should not significantly impact long-term investment views, as short-term fluctuations are less relevant for long-term holders [10][11] - Investors are encouraged to focus on the fundamentals of Nvidia's earnings report rather than daily stock movements [11]

Core Insights - Nvidia is a leading player in the artificial intelligence (AI) chip market, experiencing significant revenue growth and strong profitability with gross margins generally exceeding 70% [4][6] - The company is set to report its third-quarter earnings for the 2026 fiscal year on November 19, with a history of positive earnings surprises over the past four quarters [6] - High expectations surround Nvidia's upcoming earnings report, but any minor disappointment could negatively impact the stock's performance [8] Company Performance - Nvidia has achieved double- and triple-digit quarterly revenue growth in recent years due to its dominant position in the AI chip market [4] - The company has expanded its product offerings into various AI services and specialized platforms for industries such as healthcare and automotive [6] - Cumulative shipments of Nvidia's Blackwell platform and networking products are projected to total around $500 billion over 2025 and 2026 [7] Market Context - Demand for Nvidia's chips remains strong, as indicated by positive comments from major AI customers like Amazon and Alphabet regarding their investment in AI infrastructure [7] - The stock is currently trading at 41 times forward earnings estimates, which is considered reasonably priced given its future prospects [10] - Despite the potential for short-term fluctuations post-earnings report, Nvidia is viewed as a long-term investment opportunity due to its leadership in the AI sector [10][11]

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is positioned as a leading player in the AI and GPU market, with significant growth potential driven by the ongoing AI infrastructure build-out and increasing demand for advanced computing solutions [1][4][5]. Company Insights - NVIDIA holds approximately 90% of the GPU market share, which is projected to grow to $3 to $4 trillion by 2030 [3]. - The company's next-generation GPU series, Rubin, is expected to launch in 2026, enhancing its competitive edge in AI computing [3]. - NVIDIA's CUDA platform has become the industry standard for AI programming, further solidifying its market position [3]. Market Dynamics - The AI market is still in the early stages of a multi-year investment cycle, indicating substantial future growth opportunities for NVIDIA [5]. - Demand for NVIDIA's next-generation Blackwell platform is strong, driven by the complexity of large language models and reasoning-based applications, which require significantly more compute power [4]. Valuation Perspective - Tom Lee from Fundstrat highlighted that NVIDIA is trading at around 27 times forward earnings, which is lower than the P/E ratios of Walmart and Costco, suggesting that the stock may still have room for growth [2].